Inspections

The Inspections feature in Forerunner provides users with a convenient and efficient way to collect and document information about a property while on-site and out in the field. Inspections, like Preliminary Damage Assessments, are a great way to collect data and photos of a property to enhance the accuracy and organization of the recorded data back at the office.

Creating an inspection

Users can create an inspection on a property in Forerunner by:

  1. Navigating to the Records tab and then the Inspections sub-tab for the given property's Property Information Panel
  2. Clicking the +Add new button
  3. Selecting the inspection type they would like to fill out (for instance, Preliminary Damage Assessment or a Property inspection)
  4. Adding relevant data, notes, and images collected at the inspection site and clicking Save upon completion

Viewing, editing, and deleting an inspection

Users can view, edit and delete all past inspections within the same Inspections sub-tab for a given property.

To view and edit past inspections, click ... and then View on a given inspection. Be sure to Save any changes made to the inspection.

To delete past inspections, click ... and then Delete on a given inspection. Be sure to confirm your deletion. Note that deleting an inspection will delete it for other users on your Forerunner account as well.

Public visibility of inspections

Inspections created on your team's internal dashboard will not be exposed on your community's public-facing website. That said, if your team would like to expose images associated with inspections, simply toggle the documents visibility to Displayed publicly.

Adding additional inspection types

If your team has an inspection workflow you would like to add to Forerunner, be sure to reach out to your Customer Success Manager or support@withforerunner.com!

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