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Start scheduled inspections

Learn how to start scheduled inspections via the web app and the mobile app.

We currently have a legacy and a new experience with the Schedules feature. Your experience may vary depending on the schedule you’re assigned.

If you're using the mobile app, make sure that your device is connected to the internet. If your device is offline, you can still start and edit inspections, but they will not be connected to the schedule.

Start a scheduled inspection (legacy)

  1. Log in to the web app.

  2. Select Home from the menu on the left-hand side.

  3. In the "Agenda" section, click Inspections and find the scheduled inspection you need to complete.

  4. Click Start inspection. If you're unable to complete the scheduled inspection, click Won't do and leave a note explaining why you can't complete the inspection. Start an inspection from a schedule in legacy via the web app.

  5. Progress through the inspection accordingly.

  6. You can also start an inspection from Schedules iconSchedules tab under "My Schedules".

  1. Open the mobile app.

  2. Tap Home at the bottom of your screen.

  3. Scroll down to the "Overdue" or "Today" section and find the scheduled inspection you need to complete.

  4. Tap Start inspection. If you're unable to complete the scheduled inspection, tap Won't do and leave a note explaining why you can't complete the inspection. Start an inspection from a schedule in legacy via the mobile app.

  5. Progress through the inspection accordingly.

Start a scheduled inspection (new)

  1. Log in to the web app.

  2. Select Home from the menu on the left-hand side.

  3. In the "Agenda" section, click Inspections and find the scheduled inspection you need to complete.

    • You can also start an inspection from Schedules iconSchedules. Click Assigned to me at the top of the page. You can select List iconList or Calendar (dates) iconCalendar to view your scheduled inspection. A calendar view of assigned schedules via the web app.

  4. Click Start inspection. If you're unable to complete the scheduled inspection, click Won't do and leave a note explaining why you can't complete the inspection.

  5. Progress through the inspection accordingly.

  1. Open the mobile app.

  2. Tap Home at the bottom of your screen.

  3. Scroll down to the "Overdue" or "Today" section and find the scheduled inspection you need to complete.

  4. Tap Start inspection. If you're unable to complete the scheduled inspection, tap Won't do and leave a note explaining why you can't complete the inspection. A scheduled inspection in the new Schedules experience via the mobile app.

  5. Progress through the inspection accordingly.

What are the differences between the legacy and new Schedules experience?

Feature

Legacy

New

Calendar view

Calendar view is not supported.

Scheduled inspections can be viewed in list view or calendar view on the web app.

Schedule detail

Only minimal details are shown when viewing each schedule on the web app or mobile app.

More details are shown in each schedule’s side panel on the web app and mobile app, including templates, due date, site, requirements, recurrence, and status.

Frequently asked questions

If the Start inspection button is greyed out, this means that the schedule window for the inspection hasn't started yet. You can only start an inspection from a schedule once the window begins.

No. If you need to step away from your inspection, you can close it and come back at any time. Your progress is saved automatically. However, make sure to complete it within the scheduled timeframe so it won't be marked as "Missed" or "Overdue".

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