All Collections
Copying an Existing Inspection from Another Property
Copying an Existing Inspection from Another Property

InventoryBase allows you to pull through existing data into a new report with ease

James avatar
Written by James
Updated over a week ago

Duplicating inspections takes away the hassle of copying and pasting, or manually uploading photos. You may need this feature, for example, if two properties are identical. 

To copy from an existing inspection, start by creating a new inspection for the selected property from your existing list, you’ll notice we’ll show you the exact report we’ll be copying and comparing to highlighted in green. If this is not the report you would like to pull data from, then click 'Change'. From the Template drop down menu select Load From Property.

A pop-up will appear for you to select the right property from the list, it will then pull through from the latest inspection of this property.

If the latest inspection is not the report you wish to pull from, an alternative method would be to save the Inspection as a Template, and then apply this template to the report from the drop down menu. 

Select the date and time you’ll be conducting the inspection and click 'Save and Continue'. 

Importing Data from an Existing Property after Starting the Report

*This method can also copy across the photos too

After starting a report, it is still possible to change the template by following these steps.

  • Click on the Edit Report tab of the inspection (you may need select Start Report to see this tab)

  • Scroll down to the very bottom of the screen and click on the Template drop down menu, situated underneath the Add New Block section.

  • From here, you can choose to load from a previous property.

Screenshot 2021-05-11 at 17 12 55

If you want to copy the Actions and photos assigned to the rooms and items in that report, tick the Include Actions and Include Images boxes.

Did this answer your question?