With the SnapInspect review feature, you can send a live, finished inspection directly to tenants, quality control, or other parties, allowing them to make comments and approve the inspection, add their pictures, and even sign off on the inspection. You also get notified as soon as they've completed their review. All live, on the web!
Review Feature Setup
Review Inspection Email Template
Go to Company Settings β Settings β Email & Templates β + Add New β
Choose Review Inspection and give it a name (you can customize the email or leave it as is)
Add an inspection type(s) that will be linked to this email template, then click "Save Template."
Tip: For more information about Review Feature Email Templates, Please Click Here.
Adding Inspection Status Options
Go to Company Settings β Settings β General Settings, then navigate to Inspection and select Inspection Status.
Click Add New, then enter the status name (e.g., Approved, Reviewed, Rejected). Repeat this step for each status you want to add.
Once all desired statuses are added, save your changes. These options will now be available for review inspections.
Add Required Items and Web Only
This lets the reviewer see the inspector's ratings and comments and also allows them to rate, comment, and add photos.
Navigate to Checklists > Edit Checklist (select the blue pencil icon).
Find the correct Area/Item you want the Tenant to Interact with > Add a new Control Type for the Tenant, or edit the existing Control Type.
Ensure to check 'Web Only' and 'Required' options> Update.
Add to Checklist
Choose the type of inspection to which you would like to add the review feature to.
Navigate to the Checklists and select the correct Inspection Type (eg. Move In, Move Out, etc).
Click 'Setting'
Click 'Review'
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Here, you can choose what happens for the lifecycle of the Review.
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βTemplate NameChoose a name for your template (ie Review)
βReminder Frequency
If you have Email Reminders set up, you can select them from the dropdown and apply them to this email.
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βReview Expired
Choose a timeframe for the review. After this time, the link to the review will no longer work.
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βStart, Complete and Failed Statuses
Get automated inspection status updates on certain events. Choose from the statuses that are available, or if you need to add another (ie "Review Complete") you can add them through the Inspection Status settings.
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βTask Trigger Rating
If you have quick tasks enabled and need the ratings in the review to create a quick task, add the Rating name here (ie "Fail" or "Needs Attention").
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βReview Inspection Email
Choose the email template for your Review emails.
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βReview Inspection Reminder Email
Choose the email template for your Review Reminder emails.
Using the Web Review Feature
Schedule an Inspection
Schedule an inspection with the relevant inspector as usual. Once the inspection is completed and uploaded, you will have the option to send it for review.
Send Completed Inspection for review
Once the inspection is finished, you can send it for review as a web share link.
Monitor Review Progress
Track the progress of the review based on status directly within SnapInspect to stay informed.
Interaction and Completion
The Web Review link will be sent via email. Simply click the "Review Inspection" button to proceed.
βOnce the review is completed and signed, the status will automatically update both on the SnapInspect web app and the Web Review link.
Web Report Summary
Purpose of Web Report Summary:
The Web Report Summary automatically groups all items with a specific rating (e.g., "No" or "Poor") onto a summary page, so you donβt need to scroll through the entire report to find them.
You can choose to either include the Summary as the first page of the full Web Review report, or select Summary Only, which will send just the summary page without the rest of the report.
Set Up Web Report Summary:
Go to Checklist β Inspection Type β Settings β General β WebShare / Review.
Under Web Report Summary, enter the rating(s) you want to include on the summary page (e.g., βNoβ or βPoorβ).
If you want to send only the summary and nothing else, check the box for "Summary Only."
Click Update to save your settings.
Please Note:
Once the inspection is sent for review, the summary page will automatically appear at the start of the reportβor on its own, if "Summary Only" is selected.
Customize Your Web Review:
You also have full control over what appears in the Web Review. In the same WebShare / Review settings section, you can choose whether to display or hide the following details:
Company logo
Select associated Contact
Inspector name
Reference
Cost details
If you have any additional questions or need support, please contact the team at support@snapinspect.com.