Summary
Learn how to use the merge inspections feature to let two inspectors complete the same inspection and combine the results into one final report.
This article covers:
About the merge inspections feature
The merge inspections feature lets two users complete the same inspection separately and merge the results into one final report afterwards. This is particularly useful for larger properties and condition reports, where dividing the inspection between two inspectors can reduce the overall inspection time.
You start by creating a second inspection using Clone For Merge. The second inspection is scheduled for the same date and time as the original inspection and must be of the same type. For example, you can merge one routine inspection with another, but you cannot merge a routine inspection with an ingoing inspection.
Tip: It is strongly recommended that you assign the cloned inspection to a different inspector. This helps prevent both users from opening and completing the same inspection on the app by mistake.
Before you start
Before you use Merge Inspections, make sure you have a pending inspection ready in CMS and know which two users will complete the work. The process works best when each inspector is assigned different areas of the property.
Add an inspection in the CMS or
Open the pending inspection in CMS
Decide which inspector will complete which areas of the property
Make sure each inspector completes the entire area, rather than splitting the work into comments and photos
For a routine inspection, ensure that one inspector completes General Details
Note: It is not recommended for one inspector to do all comments while the other does all photos. This can create duplicate areas when the inspections are merged.
Create a second inspection to merge later
To use this feature, first create a clone of the original pending inspection. This gives you two linked inspections for the same property.
In CMS, find the pending inspection you want to split between two inspectors
Open the inspection action menu and select Clone For Merge
In the Create Second Inspection to Merge Later window, select the other inspector who will manage the second inspection
Select Save
The cloned inspection will be created with the same inspection type, date and time as the original inspection.
Confirm that both inspections now appear in the list
Note: You can only merge inspections of the same type. You cannot merge a Routine inspection into an Ingoing or Outgoing inspection.
Check that the inspections are linked
After the second inspection is created, both inspections are linked together. You will see a link icon next to both inspections, and selecting it shows the details of the linked inspection.
Find either linked inspection in CMS
Select the link icon
Review the linked inspection details, including the inspection type, inspector, date, and time
This helps confirm that the inspections were created correctly before either user starts the inspection.
Complete the inspections in the app
Once both inspections are created, each inspector completes the assigned areas in the mobile app. The key to a clean merge is to divide the property by area, not by task type.
Each inspector signs in to the Proptech Labs Property Manager app
Refresh the inspection list by pulling down the list so the cloned inspection appears
Agree on which areas each inspector will complete
Have each inspector complete their assigned areas in full, including comments and photos for those areas
Make sure one inspector completes General Details for routine inspections, or Utilities for ingoing and outgoing inspections
Sync both inspections back to CMS when each inspector has finished their areas
Merge the completed inspections
After both inspections have synced back to CMS and show as Completed, you can merge them into a single inspection.
In CMS, locate one of the completed inspections that you want to keep after the merge
Open the inspection action menu drop-down
Select Merge Report
In the merge window, review both inspections displayed side by side
Select the areas you want to keep in the final merged inspection. Selected areas are highlighted in blue. Areas with comments or photos are automatically selected by default
Check that the correct General Details or Utilities section is selected, because only one of these can be included in the final merged inspection
Select Merge Inspections
Before the merge is finalised, CMS shows a confirmation screen with the final inspection layout. This is your chance to review the merged structure before the system commits the merge.
Review the final layout carefully on the confirmation screen
If you need to make changes, select Back. You have one opportunity to go back before you finalise the merge
If the layout is correct, select Confirm
When the success message appears, select Go Back to CMS
Open and review the final merged inspection, then edit or close it if needed
Note: Although the merge itself cannot be undone after confirmation, you can still edit the remaining inspection if needed.