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Inspection Takeovers

Emmy Budis avatar
Written by Emmy Budis
Updated over 3 weeks ago

Inspection takeovers allow another team member or resident to take ownership of an in-progress inspection, without losing any inspection data. This is especially useful if a resident or teammate can't finish the inspection themselves.

How to Request an Inspection Takeover

  • On the mobile app, open the inspection you want to take over.

  • Wait for the inspection page to fully load.

  • Click the ‘Request to take over Inspection’ button (you’ll see this if the inspection is currently assigned to someone else).

  • On the Take Over Inspection pop-up, click the red ‘Take Over’ button.

  • A notification will be sent to the current inspection owner via email.

What Happens Next…

  • The person currently assigned to the inspection will receive an email and get a notification in the top-right corner of their screen. Either click the link in the email or click the notification icon pictured below:

  • Then, they’ll see the takeover request notification and have the option to Accept the takeover request.

  • When they press Accept, the inspection data will begin uploading. This upload step is critical - until then, the data is only stored locally on their device.

  • After the upload is complete, the requester will gain full access to the inspection. They can finish it, edit any previous entries, and submit it as usual.

    ✅ Tip: Make sure the original inspector has a stable internet connection to complete the upload process smoothly.

If you have questions or run into any issues, feel free to reach out to our Customer Support team - we’re here to help!



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