Below is a list of the inspection status you will find inside Inspect Point, along with a brief description of each status.
The list is broken into three sections - Automatic (Inspect Point automatically changes the status when an action is taken), Manual (the status must be changed manually by someone in the back office), and Both (could be manual or automatic)
Pending: An inspection is waiting to be scheduled. An inspection is typically in this status because a recurring inspection schedule, or inspection series, was setup. To move an inspection from "Pending" to "Scheduled" please refer to our guide here, or learn more about recurring inspections here.
Started: The technician has started the inspection in the field. Please note that you cannot add or remove items from an inspection once it has been started, however, the technician can add items in the field, and items can removed from the inspection once it has been submitted.
Waiting for Review: The technician has completed the inspection in the field and has sent the inspection back to the office for review.
Deleted by Technician: An inspection that has been deleted from the iPad by the technician in the field.
Completed: This status can be one of two things - First, the invoice has been paid and a final inspection report has been sent to the building. Second, the inspection has been reviewed and is waiting to be invoiced. Since this a manual status, you can decide how you would like to use this status.
Cancelled: Cancelled inspections are hidden but can still be accessed if needed on the Inspections tab when you filter by that status.
Both Manual and Automatic
Scheduled: This status can be either automatic or manual. Here's why:
- If a one-time inspection has been created, the inspection is automatically set to scheduled.
- If a recurring inspection has been created, the inspection will be set to "Pending" and will need to be manually moved to the "Scheduled" status once the inspection date and time have been confirmed.
Additional Status Options - Manual
Invoiced: An invoice has been sent to the building. Like completed, since this a manual status, you can decide how you would like to use, or not use, this status.
Quoted: Quote has been sent to the customer and approval is pending
Proposal Approved: Proposal has been approved by the customer
Paid: The inspection has been paid. Like completed and invoiced, since this a manual status, you can decide how you would like to use, or not use, this status.
Ready to Generate: The inspection report has been sent back and reviewed, and is now ready to have a report generated
If you would like to mass change statuses from one to another, please refer our guide - How to change the inspection status for multiple inspections at one time
Need help? Contact our Support Team at firstname.lastname@example.org or submit a support ticket through the "Submit a request" link above.
Please sign in to leave a comment.