How to Save a Draft Inspection
The Draft Inspection feature allows you to save inspection time slots for particular people with only partial information. For instance, if an agent says a client named Dave will be calling to get a time slot for a particular day and asks you to save the time slot for him, all you need is a name (or any piece of information) and click “Save Draft”. This will then block anyone else from scheduling that time slot unless you remove that draft inspection. After this, it will appear in your list of inspections with a yellow box like we see in the image below. Once you finish adding the information later on, you can save it as a full inspection. If “Dave” never calls you, you can then delete/archive that inspection request. The video below will show you how to do this.
