Inspections
The inspection module provides a structured workflow for scheduling property inspections, tracking checklist items, generating PDF reports, and notifying tenants in advance.Inspections are available on Pro and Business plans with an active or trialing subscription
only. Free plan users will see a
PLAN_UPGRADE_REQUIRED response.Inspection lifecycle
An inspection follows this workflow:- Schedule — create an inspection with a date, property, optional unit, and checklist.
- Remind — tenants are automatically notified 48 hours before the scheduled inspection.
- Complete — update the checklist with findings, add notes, and mark the inspection as complete.
- Report — a PDF report is automatically generated and stored as a property document.
Scheduling an inspection
- Go to Properties → Inspections in the sidebar, or open a property and select the Inspections tab.
- Click Schedule Inspection.
-
Fill in the details:
Field Description Property The property to inspect. Unit Optional — a specific unit within the property. Must belong to the selected property. Scheduled for The date and time of the inspection (ISO datetime). Notes Optional notes about the inspection (up to 2,000 characters). Checklist At least one checklist item is required. Each item has a label (1–120 characters), a completed flag, and optional notes (up to 300 characters). - Click Save.
Minimum role required to schedule: Property Manager.
Tenant reminders
Tenants are automatically notified 48 hours before a scheduled inspection. The reminder system:- Looks for inspections scheduled 47–49 hours from the current time.
- Sends a notification to the tenant associated with the inspected unit.
- Marks the inspection as notified to prevent duplicate reminders.
Minimum role required to trigger reminders: Property Manager.
Completing an inspection
- Open the inspection from the list.
- Update each checklist item — mark items as completed and add notes for any findings.
- Add any final notes.
- Click Complete Inspection.
- The checklist and notes are saved.
- A PDF report is automatically generated and uploaded to the property’s document storage.
- The inspection status changes to completed with a timestamp.
Minimum role required to complete: Property Manager.
Listing inspections
View all inspections from Properties → Inspections or from a specific property’s detail page. You can filter by:| Filter | Options |
|---|---|
| Property | Show inspections for a specific property. |
| Status | all, scheduled, completed, or cancelled. |
Minimum role required to list: Landlord.
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