How to setup an inspection series

The Inspection Series feature allows you set up your inspections - based on frequency, type, and what is being inspected - for the year (and years to come). All inspections are automatically placed in the Pending status and set to the first of the month they are due. 

From the Building Listing screen, click the Building Name of the building you'd like to set up

Once on the Building Detail screen, click the Inspections tab 

Click +New Inspection

Click Repeat 

NOTE: You will now see a progress tracker at the top of the screen that walks you through the steps and information needed to set up an inspection series.

Step 1: Details

Add pricing information (optional), set a default technician (optional), set an end date for the inspection series* (optional), and select what will be inspected (frequencies are set on next screen).

(Note, all inspection series are by default set to end 5 years in advance. All users will be notified 60 days prior to the end of the inspection series - regardless if the date is adjusted or remains set to five years in the future.)

When done, click the Next button on the bottom right of the screen.

Step 2: Frequencies

Click the checkbox next to each frequency that applies to the items selected in Step 1. Setting price and duration are both optional.

When done, click the Next button on the bottom right of the screen.

Step 3: Next Inspections 

Select from drop-down when the next inspection will take place for each frequency selected in Step 2.

For weekly, your options are: This Week, Next Week, or Next Month. 

For monthly, your options are: This Month, Next Month.

For other frequencies, you can select the month (and if applicable, the year) in which you'd like to the first inspection in that series to take place.

The date assigned to the inspection will always be the first of the select month (or in the case of "This Week" or "Next Week," the Monday of that week.)

When done, click the Next button on the bottom right of the screen.

Step 4: Preview

You will now see a preview of the year and what frequency will be set for each month

If the preview is correct, click Create Inspections.

If you need to make any adjustments click Back.

Once inspections are created for this series you will be redirected back to the Building Detail screen.

To view the inspections, click the Inspections tab on the Building.

You will now see the inspections listed on the screen in the Pending status for the first of the month they are due.

If additional Inspection Series are needed (i.e. fire alarms vs sprinklers, different technicians) repeat the process outlined above.

Need help? Contact our Support Team at support@inspectpoint.com or submit a support ticket via the web widget on the bottom-left on your screen - Click here for more information.