Summary
Learn how to include an additional agent for an inspection while preventing duplicate inspection listings on portals.
This article covers:
Overview
Box+Dice inspections support a limited number of agents per inspection record. When more than two agents need to attend the same inspection, an alternative approach is required.
Adding a third agent by creating a separate inspection allows the additional agent to see the inspection in their Box+Dice calendar without publishing a duplicate inspection to property portals. This approach is commonly used when multiple agents need visibility of the same inspection time.
Add a third agent to an inspection
To include a third agent without affecting portal listings:
- Go to the property card
- Scroll to the Inspections section in the Sales Listings
- Create a new inspection using the same date and time as the existing inspection
- Assign the third agent to the new inspection
- Select Property run as the inspection reason
- Click Save
The inspection will appear in the third agent’s Box+Dice calendar without publishing an additional inspection to portals.