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Create Inspection

Create an inspection for a property, from a template linked to its property type.

To create an inspection:

Click Create Inspection.
On Property, choose a Property Type and enter a Property Location.
Click Next.
On Client, enter a Client Name. Enter a Client Email and a Client Phone if you have them.
Click Next.
On Setup, choose an Inspection Template, choose an Inspection Date, and choose Inspectors.
Click Create.

Limits

Property: Property Type and Property Location are required.
Client: Client Name is required. A Client Email must be a valid email format, and a Client Phone must have 7 to 15 digits, when either is entered.
Inspection Template: Required. The list shows the templates linked to the property type. When none is linked, the dialog says so and points to the Templates page.
Inspection Date: Required.

Create Inspection dialog on Property step with example property filled

Next: Inspection, in the phone app.