Create Inspection
Property Vision makes it easy to start a new inspection with just a few required details.
To create a new inspection from the File Management screen, click + Create Inspection.
Inspection Schedule
In the New Inspection form, enter or select the inspection Date and Time in the Inspection Schedule section.
Property Details
Complete the address fields in the Property section.
Client Info
Fill out the contact information for your client in the Client Info section. Click +Add Client to add an additional block of fields for each additional client you want to include.
Services
Click + Add Service in the Services section to adjust various options for the inspection:
Use the drop-down menus to choose the Service, Template, and Agreement.
Check the box next to a Modifier to include or exclude it from the inspection.
Review the details, and then click +Add to add it to your inspection.
+Create
When you're finished, tap + Create at the bottom of the form to save the inspection.
That's it! Once you create your inspection, you're returned to the home screen where you can view today's inspections, create another new inspection, or view all inspections.