Workflow QuickStart Guide
This guide walks you through the essential steps for completing and sharing an inspection using Property Vision. If you haven’t completed your initial setup, start with the First Time Setup Quickstart Guide. Then, continue below to get started with creating an inspection.
Create a new inspection
Open the Property Vision app and tap + Create Inspection. Then, select a template, choose one or more agreements, and add any services and fees needed for the job.
Click here for detailed instructions on creating a new inspection.
Complete the inspection form
Open the inspection and begin documenting your findings.
Navigate through sections and items, and add comments as needed.
Use photos or videos to support your observations—Property Vision’s AI tools and image analytics help assign media to the correct location automatically.
Click here for detailed instructions on completing the inspection form.
Mark the inspection as paid
Once the inspection is complete, return to the inspection overview and tap Mark as Paid to finalize billing. Click here for detailed instructions.
Publish and Share
Tap Publish to generate a shareable link. Then, tap Email Report to send a notification email to your client along with a link to the published report.
You can also press the copy link icon ( 
) to copy the link to your clipboard so you can paste it into a text message, email, or any other communication with your client.
Click here for detailed instructions on how to publish an inspection.