Summary
Learn how to manage inspections in Box+Dice, including where inspections can be added, how they appear across the system, and how updates are shared with calendars and portals.
This article covers:
- About inspections in Box+Dice
- Add or access inspections
- From the inspections screen
- From the sales or rentals search screen
- From the listing detail screen
- From the portal loader screen
About inspections in Box+Dice
Inspections in Box+Dice allow you to schedule and manage events such as opens, auctions, and property runs against current sales and rental listings.
They provide a central way to track when inspections occur, who is responsible, and why the inspection is being held. Inspection details flow through to consultant calendars, listing records, vendor contacts, and printable inspection lists, helping you team stay organised and visible across the business.
Add or access inspections
There are four ways to open the inspection details screen, depending on where you are working. Inspections recorded in Box+Dice are visible in several places to support daily workflows.
You can access inspection information from:
- The Inspections area in the side bar
- Consultant calendars
- The Listing screen
- The Vendor contact screen
Regardless of how you access the screen, the inspection details panel works the same way.
From the inspections screen
Use this method when managing inspections across multiple listings.
- In the side bar, click Inspections and select Sales, Rentals, or Legacy
- Find the listing address in the list
- Click the house icon where the address and date intersect
- Enter the inspection date, time, reason, and consultant
- (Optional) Click the Recurrence drop-down and select the interval to Daily, Weekly, Fortnightly or Monthly
- Click Save inspection after each entry, then Close when finished
From the sales or rentals search screen
Use this method when reviewing listings in a filtered search.
- Open the Sales or Rentals search screen
- Click the Inspections view tab
- Locate the listing address
- Click the house icon where the address and date intersect
- Enter the inspection details
- (Optional) Click the Recurrence drop-down and select the interval to Daily, Weekly, Fortnightly or Monthly
- Click Save inspection, then Close
From the listing detail screen
Use this method when working directly within a single listing.
- Go to: Sales or Rentals > Listing
- In the listing details screen scroll to Inspections, click add one
- Enter the inspection date, time, reason, and consultant
- (Optional) Click the Recurrence drop-down and select the interval to Daily, Weekly, Fortnightly or Monthly
- Click Save inspection, then Close
From the portal loader screen
Use this method when managing inspections during portal uploads.
- Go to: Sales or Rentals > Listing
- In the listing details screen scroll to Portal Uploader
- Click Manage Portals
- Click Inspections
- Enter the inspection details
- Click Save inspection, then Close
Articles in this section
- Add a third agent to an inspection
- Add inspections across Box+Dice
- Generate last inspection call back report
- Keep or remove a listing's inspections when adding purchasers
- Manage inspections for listings under offer
- Inspection Reasons Explained
- Print an open for inspection list
- Use filters on the inspections screen