Guides
    Managing properties & listings

    Review a finished inspection

    Portfolio → Inspections~4 min
    Open a completed inspection to see what was agreed on site, what each side owes, and the make, model and serial of every appliance — captured from the plates so you can troubleshoot a guest issue before sending anyone out.

    Steps

    7 steps
    1. 1Open Portfolio → Inspections. Completed visits show a Complete badge; anything still running shows In Progress.
    2. 2Open the inspection you want. The results sit at the top of the first section.
    3. 3Read the visit recap. If the visit was recorded, you get a summary plus two lists — what the owner agreed to handle and what your team owes. Each item shows the exact words that were said.
    4. 4Tap any quote to hear that moment from the recording. Use it to settle who said what.
    5. 5Accept the items you want to keep and dismiss the rest. Nothing becomes real work until you accept it.
    6. 6Scroll to Appliances on file for the make, model and serial read off each plate. Use Copy to paste the list into a message or a work order.
    7. 7Optionally send the owner a plain-language summary of what they agreed to — it only includes items you have accepted.

    Nothing becomes real work until you accept it

    1Portfolio → Inspections → open the visitComplete or In Progress on the badge2Read the visit recapWhat the owner agreed to handle, and what your team owes3Tap a quote to hear that momentIt settles who said what without an argument4Accept what you keep, dismiss the restOnly accepted items become workSend the owner the plain-language summaryIt only contains the items you accepted.
    The recap proposes two lists — what the owner agreed to and what your team owes. Both wait for you, and each item can be played back in the owner's own voice.

    If something's off

    • If the recap says the recording is still being written up — give it a minute and it refreshes itself — or press Write it up now to process it immediately.
    • If there is no recap at all — the visit was not recorded — either consent was declined on site or the microphone was unavailable. The checklist, photos and appliances are unaffected.
    • If a quote will not play — playback only covers the opening stretch of a long visit; the written quote is still the record.
    • If an item is attributed to the wrong person — check the speaker label — Speaker unclear means we could not tell who was talking and you should not treat it as a commitment.
    • If a guest reports a broken appliance — look it up under Appliances on file and try the fix for that exact model first — most calls are a reset, a filter or a tripped switch, and a contractor visit is the expensive last resort.
    • If an appliance is missing from the list — its plate was not photographed during the inspection — add a photo of the plate on the next visit and it fills in automatically.
    • If an inspection invite's dispatch text did not go out — check if there was a Twilio balance issue or an unroutable number. The error clears with the next successful send.
    • If you need to identify the type of inspection quickly — look for the inspection type badge next to the status badge. The inspection type is now displayed using its own label for clarity.
    • If you need to reorder sections in an inspection — use the drag handle to drag and drop sections into the desired order. This feature is available for move-in and move-out inspections.

    Related guides

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