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Adding an Inspection Report

How to add an inspection report

Written by Hannah Malarky Andrew

Adding an inspection report

Once an inspection has been confirmed, you will see the option to upload an inspection report. Typically you wouldn't complete this until the inspection status is 'Incomplete', ie the inspection date has passed. However you can still upload the report while the status is 'booked', ie the inspection date hasn't passed yet - useful if you ended up doing the inspection earlier.

Head to the inspection page and look for the 'Inspection Report' section.

Uploading a Document

If you choose to upload the inspection report, you will see a few additional options of what to do next.

Once the report is uploaded, the card shows you where the report has got to:

  • Report Uploaded (Date)

  • Report Sent to Owner (Date)

  • Report Sent to Tenants (Date) or 'Report Not Sent to Tenants'

Tip! Because the owner and tenants are tracked separately, you can see at a glance that a report went out to one and not the other - useful if a client ever queries whether they were sent it.

Emailing the Report

To email your report, click the 'Send Report' button on the Inspection Report card and choose 'Email Owner' or 'Email Tenants'. If the report has already gone out to that recipient, the option reads 'Resend to Owner' or 'Resend to Tenants' instead.

This opens the email composer with the subject and message already filled in from your inspection report notification template, and the report itself already attached. You can edit the subject and write your own covering message before sending - useful when you want to flag something specific from the inspection, and you can add recipients - including external ones such as a contractor.

Note -The report is attached automatically and can't be removed from the email. Any other attachments you add can be removed as normal.

Completing Without Sending

Alternatively, you can click 'Complete Without Sending' to complete the inspection without emailing the report to anyone. This is useful if you're logging the report for internal documentation only. Using this option skips ahead to the complete inspection step and allows you to set the next inspection date.

Marking a report as not required

Alternatively, you can tick the 'Not Required' box which will skip the document upload step and allow you proceed without uploading any document or emailing the owner.

Next step

The next and final step is to complete the inspection and set a new due date.

Note - If you inspection report notifications are switched off in your settings either for your whole agency or at branch level, a warning appears on the page with a link through to the relevant settings. For more information, see our Notification Preferences help article

Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!

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