On an offer the buyer orders the inspections and picks the time. Booking opens at Under Contract ("You can send inspection emails once the offer reaches Under Contract").
#Booking
- 1
Add each inspector’s email as a participant.
Home, Pest, Radon, Septic/Sewer, Surveyor. An appraiser cannot be added as a participant on an offer.
- 2
On the Inspections card click Email inspectors to book → Send.
Each inspector is asked to offer times.
- 3
The inspector offers up to three times. The buyer is emailed to choose one on their dashboard.
- 4
The buyer accepts a time, or asks for others.
#What happens when the buyer accepts
- The date goes on the offer. Inspection dates are not added to your calendar, only the due-diligence deadline and the settlement date are.
- "Confirmed: [inspection] at [address], [date]" goes to the buyer, you and the inspector, with calendar links.
- The listing agent needs to give access. The access request is drafted for you to review and send, nothing goes to the other side by itself.
- The inspector gets a link to upload the report. When several inspectors offer times for one visit, the first one the buyer accepts holds it and the others are told.
#The Inspections card
Each visit shows its status: Not booked yet, Waiting for the buyer, Buyer asked for other times, Booked for …, Report due, Report received · with the buyer, or Link expired.
#Reports
The report goes to the buyer first. The buyer chooses Share it to let you open it, and you are told when they do.