Need to get external vendors or contractors involved to help close out tasks or work orders? You can easily assign and share tasks with third parties directly from SnapInspect.
This helps ensure issues identified during inspections are followed through to completion - without extra back-and-forth.
What the Third Party Receives
When shared, the third party will have access to:
Property and location details
Description of the task
Photos for clarity
Priority level
Inspection context
Any notes or instructions
Additional custom information if set up (CLICK HERE to learn how to set up task custom fields)
The option to upload a photo against this task (optional - CLICK HERE to learn how to configure this)
A 'Complete' button to allow the third party to mark this as complete (optional - CLICK HERE to learn how to configure this)
Any subtasks associated
Sending the task to a third party
There are 2 ways to send the task to a third party.
Method 1: Send via Email
Send your third party an email containing the task details and a link to the task URL.
On the webapp, navigate to the 'Tasks' tab.
Click 'Action' on the task you want to send out.
Select 'Send Email'.
Enter the recipients email, and click 'Send Email'
The 'View Details' button will allow the recipient to open the tasks and add photos, comments and mark it as complete.
Method 2: Send via Task Link
Send your third party an email containing the task details and a link to the task URL.
On the webapp, navigate to the 'Tasks' tab.
Click 'Action' on the task you want to send out.
Select 'Task Link'.
From here, you can share this link with your third party, allowing the recipient to open the tasks and add photos, comments and mark. Please note - sending it via the task link will not allow the recipient to 'Complete' the task.
How sending tasks helps:
Faster task completion - vendors get all details upfront
Less back-and-forth - no need to resend information
Better collaboration - everyone works from the same task
Improved accountability - clear ownership and progress tracking
If you have any additional questions or need support, please contact the team at support@snapinspect.com.