Inspections

Explore all our inspection guides; learn about different types of inspections, how to create inspections, as well as how to schedule multiple inspections for a property.

Steve Rad avatar Adelle Naidoo avatar Alet Drijfhout avatar
67 articles in this collection
Written by Steve Rad, Adelle Naidoo, and Alet Drijfhout

Tenant Comments Summary on Reports

Choose to display a summary overview of all the tenant comments left on an inspection at the end of the report.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Hide Attachments on Report

Choose to hide any attachments from a section or item on your final report.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Review Settings for Reports

As a quality assurance measure, Review Settings allows an inspection(s) to get reviewed by a Manager/Admin before completion.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Inspection Types and How to Create Your Own

Learn more about different inspection types and how to create your own within the Property Insect software.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Auto-Close Inspections

Set your inspections to close after a specific time period, or auto-close once all relevant signatures have been added to the inspection.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Skip Reference Numbers on Report

Choose to skip the numbering of a section on your inspection report.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Display Contacts on Report Cover

You can now display the name(s) of the contacts, i.e., the landlord or tenant, of an inspection on the front cover of the report.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Import Contacts from Property

Easily import the contacts listed for a property to an existing inspection report.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Inspection Scheduler

One of our most useful features - learn how to schedule future and/or recurring inspections for a property.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Audit Trail Option for Reports

Display an audit trail overview of all the activity that occurred for an inspection at the end of a report.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

First to Accept feature

Assign inspections to 'First To Accept' which allows Property Inspect to give all available inspectors the chance to accept jobs quickly.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Declaration & Signature Settings

Learn how to customise how declarations and signatures appear on your reports.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Embedding Documents to Inspection Reports

You can attach PDF and Doc/DocX files to your report, and choose how and where it gets displayed on your report.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Creating Inspections

Steve Rad avatar
Written by Steve Rad
Updated over a week ago

Customizing your Templates

Steve Rad avatar
Written by Steve Rad
Updated over a week ago

Copying Over a Completed Inspection from the Incorrect Property to Another Property

This breakdown will show you how to move over an inspection done on an incorrect property to the right one.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Export/Download Photos

Learn how to easily download images as a ZIP file from the uploads page of your inspection.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Exporting Reports to Spreadsheet

Learn how to download your Property Inspect report as a CSV. file
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Copying a Report Structure

Learn how to use only the structure of a previous report when creating a new inspection.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Sharing Unique Report Links For Contacts to Add their own Additional Comments

Generate unique links to track who has opened, viewed and commented on a reports.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Inspection Messages

Leave or send messages to your management, clerk, or client on a specific inspection.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Option to Confirm Inspections

How to ensure that inspections appointments are confirmed by all parties before being scheduled.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago
Standard Inspections

How to Close Inspection Reports

This article will help understand how to close an inspection and what options you have once an inspection report has been closed.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Stand Alone- and Update Reports

Explaining the key differences and benefits of using stand alone- and update reports.
Alet Drijfhout avatar
Written by Alet Drijfhout
Updated over a week ago

Assigning Self Service Reports to Tenants/Owners/Third Parties

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

Booking Inspections in Bulk

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

Using the Transcription Service

Learn how to use the Property Inspect Transcription service for processing audio files into written reports
Steve Rad avatar
Written by Steve Rad
Updated over a week ago

Helping Tenants to Sign a Report Online

Learn how to guide and instruct tenants on what to do after a receiving their report in an email.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Embedding 360 Photos

How to include 360 photos in your inspection reports
Steve Rad avatar
Written by Steve Rad
Updated over a week ago

Setting up Foot Pedals for Audio Playback

Transcribe reports right within Property Inspect using your foot pedals to control audio playback
Steve Rad avatar
Written by Steve Rad
Updated over a week ago

Completing a Report

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

Generating a Sample Report

Generate a sample report from an existing inspection report
Steve Rad avatar
Written by Steve Rad
Updated over a week ago

Copying an Existing Inspection from Another Property

Property Inspect allows you to pull through existing data into a new report with ease.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Copying an Existing Inspection or Changing the Template After Starting a Report

Property Inspect allows you to pull through existing data into a new report with ease
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Merging multiple reports together

Steve Rad avatar
Written by Steve Rad
Updated over a week ago

Adding Tenant Photos to the Final PDF Report

learn how to add tenant photos to your PDF report.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Copying An Existing Inspection

Property Inspect allows you to pull through existing data into a new report with ease
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Sending SMS Notifications

Notify tenants and clients to confirm property visit dates and times automatically
Steve Rad avatar
Written by Steve Rad
Updated over a week ago

Importing existing PDF reports

Steve Rad avatar
Written by Steve Rad
Updated over a week ago

Adding New Sections to Reports and Re-Ordering Rooms

This article explains how to add a new room to a report and gives an overview of block types
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Copying Photos from a Previous Report

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

Adding a new inspection

Steve Rad avatar
Written by Steve Rad
Updated over a week ago

Cancelling an Inspection

Steve Rad avatar
Written by Steve Rad
Updated over a week ago

Assigning a clerk

Steve Rad avatar
Written by Steve Rad
Updated over a week ago

Assigning a typist

Steve Rad avatar
Written by Steve Rad
Updated over a week ago

Changing a Report Title

How to change the report type and rename the title of an Inspection
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Provisionally Booking an Inspection as TBC (To Be Confirmed)

Delay notifications sent to Tenants and Clients until the appointment has been confirmed
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Editing reports online

Create reports entirely in your browser, or edit further online once you've synced them from your app
Steve Rad avatar
Written by Steve Rad
Updated over a week ago

Flagging issues with Follow-up Actions Online

Use Property Inspect's built-in Actions feature to flag issues throughout the property which are highlighted on the final report.
Steve Rad avatar
Written by Steve Rad
Updated over a week ago

Creating a Template from an Inspection Report

Steve Rad avatar
Written by Steve Rad
Updated over a week ago

Working from recorded audio dictations

Dictated reports and recorded audio notes can be transcribed right in Property Inspect's online report editor with built in audio playback.
Steve Rad avatar
Written by Steve Rad
Updated over a week ago

Updating notes and disclaimers

Steve Rad avatar
Written by Steve Rad
Updated over a week ago

Restoring Deleted Rooms, Items, and Photos

How to undelete rooms, items, and photos that have been accidentally deleted from the report
Steve Rad avatar
Written by Steve Rad
Updated over a week ago
Advanced Inspections

Create Work Order Inspections from Action Lists

Track and schedule tasks effectively using our new Work Order feature.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated this week

Copy/Merge Current Report Information into a New Report

Copy over sections from the current report into a new Standalone report or *merge your current reports' info into another template.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Side-by-side Comparison Photos

View the images from your Move In inspection on your Move Out report for a side-by-side comparison.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Media/3D Tour Block

Learn how to embed a full width image such as a schematic or floorplan, or embed videos or 3D tours.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Custom Colors for Action Flags

Learn how to assign custom colors to individual action flags.
Alet Drijfhout avatar
Written by Alet Drijfhout
Updated this week

New Section Status Field

This useful feature allows you to configure the status of each section/block in your report.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Custom Block Presets

This new feature allows you to save a Block/Room which you have customised as a 'Preset Block', allowing you to add it back into any report.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Tenant Confirmation Emails

Allow tenants to confirm inspections, or reschedule with desired new date and comments.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated this week

Importing Self Service and Live Inspections in Bulk

Import self service inspections or live inspections from CSV spreadsheet to issue self assessments or live inspection login details in bulk.
Steve Rad avatar
Written by Steve Rad
Updated over a week ago

Adding Custom Options and Answer Sets to a Report

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

Add Custom Fields/Sections to a Report

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

Advanced Actions and Notifications

A new feature designed to manage actions raised on completed inspections and notify specific team members or teams
Steve Rad avatar
Written by Steve Rad
Updated over a week ago

Conditional Logic

Learn how to set up conditional rules, triggers and actions in your report to control on-site data collection and reduce training.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Sync Data from External Sources

Sync data from third party software or APIs, like Live weather conditions, building sensors, Land Registry data or your property software.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated this week