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Starting Inspections on iPhone, iPad and Android: Start, Copy or Schedule an Inspection

Permanently deleted user
Updated

Start a new inspection from the property or unit you are inspecting on your iPhone, iPad or Android device, copy a previous inspection with its photos, ratings and notes, or schedule one for a future date. Use this when you are ready to inspect a unit or property, or planning one ahead in the app or in Manage.

  Unit and property mean the same thing here

Unit and Property are used interchangeably in this article. See FAQ: What's the difference between a unit and property?

  Where each part happens

Templates and inspection schedules are built in Manage on the web. The inspection itself is done on-site in the mobile app, which keeps working with no signal and syncs when you reconnect.

Quickest way to start an inspection (iPhone or iPad)

  1. Open your property or unit list
    In the app on your iPhone or iPad, go to the property or unit list.
  2. Swipe left on the property or unit
    Slide left on the property or unit you want to inspect.
  3. Tap Inspect
    Tap the green Inspect tab.

      Tip

    The inspection opens, ready to start.

Start a new inspection on iPhone or iPad

1.  Open the plus menu

If you are starting from the property, tap into the property or unit you are inspecting, then tap the plus icon (+) at the top right. If you are in your list of previous inspections, tap the plus icon (+) there.

2.  Tap Start a New Inspection

Tap Start a New Inspection.

Start a new inspection on Android

  1. Open the property or unit
    In the app on your Android device, tap into the property or unit you are inspecting.
  2. Tap the floating action button
    Tap the green floating action button in the bottom right corner.
  3. Tap Start a New Inspection
    Tap Start a New Inspection.

  Can't start an inspection? Check for a blue title bar

Inspections can't be started from templates. If the title bar at the top of the app is blue, you are in a template.

  • Exit to the list of units or properties.
  • Check the title bar is green.
  • Follow the steps to start a new inspection.

Copy a previous inspection with its photos, ratings and notes (iPhone or iPad)

  1. Open the property
    Go to your list of properties and tap into the one you want to inspect.
  2. Tap the plus icon
    Tap the plus icon (+) for new inspections.
  3. Tap Copy a Previous Inspection
    Tap Copy a Previous Inspection, then select the inspection to copy.
  4. Open Copy Options
    Tap Copy Options in the lower left corner.
  5. Choose what to copy
    Turn on the switches for the ratings, photos and notes to bring into the new inspection.

  Copying is available on iOS only

Copying a previous inspection is only available for iOS right now.

Copying a previous inspection that isn't synced to your device

To copy a previous inspection with its data, it must be synced to your device. An inspection that isn't synced shows:

  • Pale green for a completed inspection
  • Pale orange for a draft inspection
  • "tap to download" under the inspection date

Download an inspection before copying it

  1. Connect to the internet
    Connect your device to the internet.
  2. Download the inspection
    Tap the inspection to download it, then follow the steps to copy a previous inspection.

Schedule a future inspection in Manage

  1. Select your property folder
    In Manage, select your property folder.
  2. Open Inspections
    Click the Inspections icon in the side menu.
  3. Create the schedule
    Click Schedules New Schedule.

Schedule a future inspection on iPhone or iPad

  1. Tap the plus icon
    Tap the plus icon (+).
  2. Tap Schedule a Future Inspection
    Tap Schedule a Future Inspection.
  3. Set the date and template
    Enter the date you intend to do the inspection and the template to use.

      Tip

    The inspection is saved to the list of inspections.

Schedule a future inspection on Android

  1. Find the unit
    In your list of units, scroll to the unit you want to inspect.
  2. Open the unit
    Tap into the unit.

      Tip

    The details screen shows address info in the title bar and any previous inspections.

  3. Tap the floating action button
    Tap the green floating action button in the lower right corner.
  4. Tap Schedule a Future Inspection
    Tap Schedule a Future Inspection.
  5. Pick the date
    Select the date on the calendar.

Frequently asked questions

Can I start an inspection using another property's template?

Yes, if the template is shared with the property. A property can only use templates that have been shared with it.

  • In Manage, an admin opens the template.
  • They add the property under its Property Sharing settings.
  • The template then shows up when you start or schedule an inspection at that property.

  Related articles

Further Reading

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