How to Create an Inspection Series – Inspect Point Help Desk

📋 What Is an Inspection Series?

An Inspection Series is a structured grouping of inspections that recur at defined intervals — such as quarterly, monthly, annually — for specific systems, assets, devices and components at a building.

When created, Inspect Point automatically generates the individual inspections in the Pending status, dated according to the set schedule.

An Inspection Series allows you to schedule recurring inspections and automatically generate future inspection visits based on selected frequencies.

🛠️ Creating an Inspection Series

You can create a series from:

Building → Inspection Series tab → New Inspection Series
Building → Inspections tab → New Inspection → Repeat
Inspections (Navigation) → + New Inspection → Select Building → Repeat

📝 Step 1: Enter Details

Fill out the inspection details:

⚠️ Important: All inspections in a series will inherit the same settings (technician, inspection items, instructions, etc.). If something should vary between visits, you'll need to update those details on the individual inspections after creation.

Field	Description
End Date	End Date - By default, an Inspection Series is set to end in 5 years (max 10). If auto-extend is enabled, the series will automatically extend as it approaches its end date. If auto-extend is not enabled, you'll need to manually extend or recreate the series to continue generating inspections. It's recommended to subscribe to the notification, Inspection Series ending in 30 days, so you're alerted when a series is nearing its end date and can take action in advance.
Reference # Contract # Appointment #	Reference Number / Contract # / Appointment Number Optional, user-defined fields. Inspect Point does not auto-populate.
Due Date	Set Inspection Due Date Sets the due date to the last day of the scheduled month. Your selection will be remembered for future series.
Inspection Type	Inspection Type This is an optional field configured in your settings and can be selected at the inspection level. Setting an Inspection Type does not determine which inspection questions are included — you must still select the appropriate systems and assets, unless it's ULC 537 verification. For Canadian ULC alarm inspections, two types are available by default: ULC 536 and ULC 537. Selecting ULC 537 along with the building's alarm system will generate the verification inspection.
Technician	Technician The selected technician will be assigned to all inspections in the series. If you're unsure who should perform the work, you can leave this field blank and assign technicians when scheduling individual inspections. If a default technician is set for the building, they will automatically populate in this field.
Tags	Tags Adding a Tag to a series as a label, making it easier to filter and locate inspections in areas like the Calendar, Schedule & Dispatch, and Inspection Listing screen.
Work Order # (External)	Work Order # (External) An external field typically used for integrations.

Select Inspection Items

Under the inspection item sections, select what will be included in the inspection.

What appears here is based on your account configuration and what has already been added to the building. For example, if your organization does not inspect extinguishers, that option will not appear.

Include Valves - If your organization performs sprinkler inspections, Include Valves is checked by default (unless your settings have been adjusted by the Inspect Point team).

If your team only performs sprinkler inspections occasionally, this default can be modified—but it's important to ensure the setting is correct when creating inspections.

Best practice:

✅ Leave Include Valves checked for sprinkler inspections
❌ Uncheck Include Valves for non-sprinkler inspections

All selected items and settings will apply to every inspection in the series.

Technician Instructions:

Enter notes in Technician Instructions to guide field technicians
These instructions apply to all inspections in the series
You can update instructions on individual inspections after creation if needed

Once done, click Next

🔢 Step 2: Frequencies

On step 2, select the frequency for the series. Check the boxes next to the frequencies that apply (e.g., weekly, monthly, quarterly, annual).
- You can select multiple frequencies if the inspection recurs at more than one interval.
Optionally set duration or pricing per frequency.
Click Next.

📅 Step 3: Set Next Inspections

Under Next Inspections, choose when the first inspection should occur for each selected frequency.

Weekly: This Week, Next Week, Next Month
Monthly: This Month, Next Month
Other frequencies: select the Month and Year

When creating a series with multiple frequencies, it's important to set them in the correct order to ensure the schedule generates properly.

📅 Example Setup: Multiple Frequencies (Quarterly + Annual + 5-Year)

Set Five Years → May 2027
Set Annual → May 2026
Set Quarterly → August 2026

Result:

Annual inspections occur each May, except when the 5 year was set.
Quarterly inspections occur in August, November, and February
A 5-Year inspection is generated in May 2027

This creates a consistent schedule over the life of the series, with the correct number of inspections generated for each frequency.

✅ Step 4: Review & Create

Under Preview:

Review the inspection schedule grid
Confirm all frequencies and dates are correct

Click Create Inspections to generate the series

After Creation - All inspections are:

In the Pending status
Set for the 1st of whatever month they were scheduled for

🛠️ Managing Inspection Series

If changes need to be made to an existing series, Inspect Point gives you multiple ways to locate and update it—whether you're adjusting the full schedule or just a single inspection.

👉 How to Edit an Inspection Series