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A Guide to Clients Adding a Self-Service Inspection
A Guide to Clients Adding a Self-Service Inspection

The purpose of this support guide is to help tenants/owners/third parties produce a report.

Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

This is a guide for clients to assign a Self Service Inspection.

After you add a client to your account, they then have the option to book in any future inspections using Property Inspect by selecting Add Inspection. Please note that if you would not like your clients to have this ability, you can switch this off. From the Clients tab, find and click on the client and then onto the Settings tab. Under the Enabled Inspection Types section, you can check and uncheck the type of inspections you would like your client to add.

When the client logs into their Property Inspect account, they will find this button on the top right of their Dashboard or Inspections page.

The first screen will be the property screen, where the client can type a new property address or click the 'Existing Property' button to select an address you've already added before.

On the next screen the client can then select Self Service Inspection from the Report Type dropdown menu, and the date and time of the Inspection.

When the Inspection has been created. The client will be able to see the following screen:

You will receive an email notification of this and no action is required from yourself.

The tenant will receive an assignment email with login details and a link to guidance on how to complete the pre-formatted template.

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