Property Inspect

Assign rooms to specific Contacts so each person sees only their rooms, plus shared or unassigned rooms, in their unique web report.

Contacts: Assigning Contacts To Rooms

Adelle Naidoo

Steve Rad

Alet Drijfhout

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. 

Inspections

Creating Inspections

Adding a new inspection

Assigning a clerk

Assigning a typist

Create reports entirely in your browser, or edit further online once you've synced them from your app.

Editing Reports Online

Completing a Report

This article will help understand how to close an inspection and what options you have once an inspection report has been closed.

How to Close Inspection Reports

Cancelling an inspection allows you to keep a record of it in your account while marking it as no longer going ahead. This helps maintain a clear audit trail without…

Cancelling an Inspection

Booking Inspections in Bulk

How to ensure that inspections appointments are confirmed by all parties  before being scheduled.

Option to Confirm Inspections

Learn how to guide and instruct tenants on what to do after a receiving their report in an email.

Helping Tenants to Sign a Report Online

Generate a sample report from an existing inspection report

Generating a Sample Report

This article explains how to add a new room to a report and gives an overview of block types

Adding New Sections to Reports and Re-Ordering Rooms

Use Property Inspect's built-in Actions feature to flag issues throughout the property which are highlighted on the final report.

Flagging issues with Follow-up Actions Online

How to change the report type and rename the title of an Inspection

Changing a Report Title

Delay notifications sent to Tenants and Clients until the appointment has been confirmed

Provisionally Booking an Inspection as TBC (To Be Confirmed)

Leave or send messages to your management, clerk, or client on a specific inspection.

Inspection Messages

Learn how to use the Property Inspect Transcription service for processing audio files into written reports

Using the Transcription Service

Standard Inspections

Assign inspections to 'First To Accept' which allows Property Inspect to give all available inspectors the chance to accept jobs quickly.

First to Accept feature

Learn how to embed a full width image such as a schematic or floorplan, or embed videos or 3D tours.

Media/3D Tour Block

Easily add identification markings to your images, such as a circle or square, to help identify issues for your inspection report.

Photo Annotations

Sync data from third party software or APIs, like Live weather conditions, building sensors, Land Registry data or your property software.

Sync Data from External Sources

You can attach PDF and Doc/DocX files to your report, and choose how and where it gets displayed on your report.

Embedding Documents to Inspection Reports

Dictated reports and recorded audio notes can be transcribed right in Property Inspect's online report editor with built in audio playback.

Working from recorded audio dictations

Set your inspections to close after a specific time period, or auto-close once all relevant signatures have been added to the inspection.

Auto-Close Inspections

Importing existing PDF reports

learn how to add tenant photos to your PDF report.

Adding Tenant Photos to the Final PDF Report

Transcribe reports right within Property Inspect using your foot pedals to control audio playback

Setting up Foot Pedals for Audio Playback

How to include 360 photos in your inspection reports

Embedding 360 Photos

Advanced Inspections 

Configure default confirmation settings, control when inspections auto-confirm, and allow tenants to confirm or request a new date directly from their email.

Inspection Confirmation Emails

Learn how to set up and manage SMS notifications in Property Inspect. Notify contacts automatically about inspections, manage SMS credits, and support international messaging for seamless communication.

SMS Notifications

Inspection Notifications and Report Distribution

Learn how to download your Property Inspect report as a CSV. file or an Excel sheet.

Exporting Reports to Spreadsheet

Learn how to easily download images as a ZIP file from the uploads page of your inspection.

Export/Download Photos

Importing & Exporting Options

There may be a time where you need to revoke access to a report link; here's how to remove report link access from your online dashboard.

Removing Report Link Access

Choose to hide any attachments from a section or item on your final report.

Hide Attachments on Report

How to undelete rooms, items, and photos that have been accidentally deleted from the report

Restoring Deleted Rooms, Items, and Photos

Merge multiple reports from the Template dropdown while editing an inspection—perfect for splitting large properties or combining standalone Check In documents with your inventory report.

Merging multiple reports together

Inspections Troubleshooting Guidance

One of our most useful features - learn how to schedule future and/or recurring inspections for a property.

Inspection Scheduler

This innovative tool combines traditional agendas with interactive mapping, offering users a visual representation of your inspections.

Agenda Maps

Scheduling & Planning Inspections

Import self service inspections or live inspections from CSV spreadsheet to issue self assessments or live inspection login details in bulk.

Importing Self Service and Live Inspections in Bulk

Assigning Self Service Reports to Tenants/Owners/Third Parties

Self-Service Inspections

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