How to Schedule an Inspection (Portal)

This article provides a step by step guide to schedule an Inspection on the RedRabbit portal.

Step 1 - Select Inspections from the main menu.

Step 2 - Click on the New Inspection Button

Step 3 - Complete the fields on the New Inspection form as shown below and then click Next

Property - select the property

Date and Time - select a date and time for the inspection 

Type - select the type of inspection that needs to be done

Inspector - select the inspector or agent who will be using the inspection app on the mobile device to do the inspection

Step 4 - Select the Checklist to be used from the options below and click Create

Start clean - no checklist will be used. The areas and checklist items will be added manually.

Use template - select one of the pre-defined templates. If you choose this option, the areas and associated checklist items for each area will be copied into the Inspection to serve as a guide.

Use previous inspection - use the existing data from a previous inspection done for the same property. If you choose this option, the areas and associated inspection results of the selected previous inspection will be copied into the Inspection to serve as a guide. You will have the choice to include a copy of the photos taken during the previous inspection as well.

Step 5 - Click on the View button to open the Inspection Dashboard and to view the Inspection details

Still need help? Contact Us Contact Us