This guide walks you through creating a new inspection from start to finish.
Step 1: Open the New Inspection Form
From your dashboard, click the Add Inspection button in the top-right corner of the Inspections section.
Step 2: Fill In Inspection Details
You'll land on the Add a new inspection form. Fill in the following required fields (marked with a red asterisk):
- Street Address — the property address being inspected
- City
- State — defaults to Texas
- Zip
- Inspection Fee (optional) — enter the dollar amount you're charging for this job
Once the details are saved, two additional buttons will appear: Save Inspection and Start Inspecting.
Step 3: Schedule an Appointment (optional)
Below the inspection details, you'll find the Appointment section. Click Schedule an Appointment to expand it.
Once open, you can:
- Set a Date & Time for the inspection
- Set the estimated Duration (hours and minutes)
Click Schedule to save, or Cancel to close without saving.
Step 4: Add Inspection Contacts (all optional)
Scroll down to fill in the people involved in the inspection. All contact sections are optional. Each contact type has its own section:
Customer
Enter the buyer's contact information:
- First and Last Name
- Company Name (optional)
- Personal Phone and Email (optional)
- Address — check Same as inspection address to auto-fill, or enter a separate address
Click Save when done. The customer will appear as a saved card you can edit later.
Seller
Click Add to enter seller information if applicable.
Buyer Agent / Listing Agent
You can either enter agent details manually, or use the "or" dropdown to select from agents you've worked with previously. Previously saved contacts will appear in the list for quick selection.
You're Done
Once your contacts are saved, your inspection is created and ready to go. From the dashboard you can click Inspect to begin the inspection, Edit to update any details, or Reports to manage report generation.