Inspections on an offer

Booking inspectors on an offer, the buyer choosing a time, what happens when they accept, and who sees the report first.

Before this you need

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. 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. 2

    On the Inspections card click Email inspectors to book → Send.

    Each inspector is asked to offer times.

  3. 3

    The inspector offers up to three times. The buyer is emailed to choose one on their dashboard.

  4. 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.

Last updated 12 November 2026