Inspections are available on Pro and Business plans with an active or trialing subscription
only. Free plan users will be prompted to upgrade their plan to access this feature.
Inspection lifecycle
An inspection follows this workflow:- Schedule — create an inspection with a date, property, optional unit, and checklist.
- Remind — click Dispatch 48h Reminders to send notifications to tenants with inspections due in the next 48 hours.
- Complete — update the checklist with findings, add notes, and mark the inspection as complete.
- Report — a PDF report is generated and linked to the inspection record.
Scheduling an inspection
-
Go to Inspections via the global link at
/properties/inspectionsin the sidebar. - Click Schedule Inspection.
-
Fill in the details:
- Click Save.
Minimum role required to schedule: Property Manager.
Tenant reminders
Reminders are not sent automatically. To notify tenants, click Dispatch 48h Reminders on the Inspections page. When triggered:- The system looks for inspections scheduled 47–49 hours from the current time.
- A notification is sent to the tenant associated with each matching unit.
- The inspection is marked as notified to prevent duplicate reminders if you click the button again.
Minimum role required to dispatch 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 generated and linked to the inspection record. It is not added to the property’s document library.
- The inspection status changes to completed with a timestamp.
Minimum role required to complete: Property Manager.
Listing inspections
View all inspections from the Inspections section (/properties/inspections). You can filter by:
Results are paginated (up to 50 per page).
Minimum role required to list: Landlord.
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