How to Setup and Schedule Property Inspections?

How to Schedule Property Inspections?

Property Inspections are used if you need to schedule an inspection for a property not based on a cleaning appointment. Property inspections are only scheduled for an inspector. Appointment inspections are available if you are looking to schedule an inspection based on when a housekeeper completes the cleaning. 

How do I add an Inspection Template?

Click on Setup and choose Inspection Templates

From here you can upload a template or add your template manually. 

• To upload your template, you should first download the sample template to make sure the one you will upload is in the correct format. To download your template, click on Upload Template in the blue box, then Download Sample File. Save this file on your computer. Once you have added the inspection categories, items, and scores, you can then drag and drop or click the box to upload it.
• If you already have the file ready to go, just drag and drop it into the box or click on the box to choose the file from your files.

• Once you add your template, you need to give it a title, select the Template Type as Property, and apply it to your regions/areas.

• Click Save. Your template is now ready to be applied to your properties. 

How do I add an Inspection Template to a Property?

Go to the Setup >> Properties >> Property Config.

Next, select the property inspection template to the right of the property to add the inspection template to the property. The property inspection template is property-specific and is different than the appointment inspection template which can be different per service and property. 

How do I schedule a Property Inspection?

Go to Inspections and Property Inspections

Select the property name, inspector, and date of inspection before selecting Schedule. 

The inspection will appear in the Inspector's app to complete just as inspections based on departure cleans. You can view the inspection under view inspections as well.