How to schedule an inspection?

A custom link to schedule inspections will be provided. The flow will vary based your team’s configuration.

1. Enter the property address for the inspection

   

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2. Introduce yourself by providing your contact information

   

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3. Enter in the stakeholders’ contact information either by selecting from a list or manually entering it in

   An unlimited number of stakeholders can be configured for your team. Stakeholders will receive email notification(s) about the inspection.

   There is a set list of email notifications that can be configured for each stakeholder type. Please work with your Account Management team to define stakeholders and configure the respective emails that they should receive.

   

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4. Select the inspection template and user type that will be performing the inspection

   An unlimited number of inspection templates and user types can be configured for your team. The inspection template selected here will be used in the Inspectify Home Inspection app. User types can be defined as the different roles that will perform the inspection. For example, it can be a property manager, operations manager, homeowner, tenant, etc. For each user type, a curated list of users can be configured for easy selection in the next step.

   
   
   Note: If only one inspection template and user type is configured for your team, then you will not see this screen while you are scheduling an inspection. 
   

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5. Select the user and schedule the date and time for the inspection

   The user selected here will receive an email notification of the scheduled inspection once the inspection is booked. The list of users available for selection is dependent upon the user type selected in the previous step.

   
   Selecting the time for the inspection
   
   Selecting the date for the inspection
   
   Note: There is a section at the bottom to manually enter in the contact information of the user performing the inspection if the user is not already on the list. 

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6. Review and verify the information entered and book the inspection

   This is the final step of the process. Verify the information entered is correct, and click Book to schedule the inspection.

   
   Note: If you do not click through the "Book" button an order will not be placed in the Inspectify system. 

Below, you'll find a demo video illustrating how to add a new inspection using the Inspectify App.