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Bulk Closing and Emailing Routine Inspections
Bulk Closing and Emailing Routine Inspections
Updated over a year ago

Did you know that you can close and send out your routine inspections in batches?

From the Inspections tab in the CMS, you can use the checkboxes on the left to select which routine inspections you would like to close and send, or click the topmost box to select all of the inspections that are displayed on the page

Once you have selected your inspections, click the dropdown to the right of your screen and select the "Close and Email" option

As soon as you select this option, the inspections will automatically close, after a short delay a popup will appear showing an email builder with the option to select templates. At the top you will see how many reports are being sent.

We recommend that you set up your routine email template beforehand, using mail merge fields to create a template that will enter the correct tenants information when you click "Send emails".
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Please be aware that when using this option it will automatically select the assigned property manager as the sender, and the tenant assigned to the report at the time will be applied. You will not have the option to change this once you click "Send email" so please ensure this information is correct in advance.
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Please contact helpdesk@inspectionmanager.com or reach out via live chat if you have any further questions.


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