Add a contact to an inspection

In order to send an inspection to someone like the buyer, they need to be a contact on the inspection.  You can add contacts to an inspection from the Web, or your tablet or phone (device). 

A contact could be the buyer, the seller, the buyer or seller's agent, the buyer or seller's lawyer, or anyone else.

You can add one or more of each of these types.  For example, you can add 2 buyers or 2 agents.

Be aware that the buyer or agent can forward the report on to other contacts, so you don't have to know all of these when you post the inspection.

On your device:

  1. Select your inspection from the dashboard
  2. Select Buyer Information.  Depending on the size of your device, it may be displayed on the screen or you may find it under the overflow menu (three vertical or horizontal dots on the upper right hand side)
  3. If there are no contacts yet displayed select the button "Add contact to inspection".  
  4. If the contact is an agent or buyer whom you have worked with before:
    1. Search for them by selecting "existing contact"
    2. Select the contact from the search results
    3. Select the type of contact from the drop down list
  5. If the contact is a new agent or buyer:
    1. Select "New contact"
    2. Select the type of contact from the drop down list
    3. Enter the contact information
  6. Select OK

On the Web:

  1. select the inspection
  2. Select the overflow menu (three vertical dots on the upper right next to the address)
  3. Select Inspection Contacts. 
  4. If there are no contacts yet displayed select the button "Add contact to inspection".  
  5. If the contact is an agent or buyer whom you have worked with before:
    1. Search for them by selecting "existing contact"
    2. Select the contact from the search results
    3. Select the type of contact from the drop down list
  6. If the contact is a new agent or buyer:
    1. Select "New contact"
    2. Select the type of contact from the drop down list
    3. Enter the contact information
  7. Select OK
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