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How Can I Schedule An Inspection?

Lauren Thress avatar
Written by Lauren Thress
Updated over 3 years ago

Instructions

  1. Go to your prospect's page

  2. Scroll down to the Prospect Checklist section

  3. Click Schedule

    schedule step highlighted

  4. Complete the form to schedule your inspection


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If you don't have inspections under your prospect:

  1. Go to tools > Checklist

  2. Click on the name of your prospect checklist. The default name is Prospect Checklist.

  3. Click Add Item

  4. Type Inspection Scheduled

    add item highlight

  5. Click Submit

After you add inspection, you can schedule your inspection through the prospect checklist.

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