Revert Buyer Check-ins on the Agent App

Summary

Learn how to manage and revert buyer check-ins on the Agent App.

This article covers:

• Overview
• Check a Buyer into an Inspection
• Revert a Buyer Check-in

Overview

Agents can revert buyer check-ins using the Agent App. This helps fix mistakes like checking in the wrong person without needing to change inspection records manually.

Check a Buyer into an Inspection

When you check in a buyer, the app automatically links them to the appropriate inspection.

To check in a buyer:

• On the Buyer screen, Tap Check in

If an open inspection exists for the property today, the buyer is checked into that inspection.

If no open inspection exists, a Private Inspection is automatically created, and the buyer is checked into it.

Revert a Buyer Check-in

After checking in a buyer, the Check in button updates to Revert Check-in. If a buyer was checked in by mistake, you can revert the action instantly.

To revert a check-in:

• Tap Revert Check in to remove the buyer from the inspection

If the check-in created a Private Inspection, a confirmation modal appears asking if you want to delete that inspection.

• Select Yes if the inspection is no longer needed