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. All live, on the web!
Review Feature Setup
Review Inspection Email Template
Go to Company Settings → Settings → Email & Templates → + Add New →
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."
Adding Inspection Status Options
Go to Company Settings → Settings → 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 Compulsory 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 'Compulsory' options> Update
Add to Checklist
Choose the type of inspection 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'
Ensure you provide all necessary details like the template name, reminder frequency, expiration date, and status progress.
Task Rating, Review Inspection, and Review Inspection Reminder will automatically generate a task based on the rating selected by tenants, quality control, or other stakeholders. For example, if a "Disagree" rating is chosen, a task will be created to address the issue or initiate a follow-up.
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.
Navigate to Inspections
Under Reviews click on +
Add Reviewer Email and Name > Save
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.
Once 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:
It automatically groups all items with a chosen rating (e.g., ‘No’ or ‘Poor’) on the first page of the Web Review, so you don’t have to find them.
Set Up Web Report Summary:
Go to Checklist → Inspection Type → Settings → General.
In Web Report Summary, add the rating you want to group on the Summary page (e.g., ‘No’ or ‘Poor’).
Click Update.
Once the inspection is sent for review, the summary page displaying all Poor Items will appear on the first page.