All Collections
First to Accept Feature
First to Accept Feature

Assign inspections to 'First To Accept' - and let InventoryBase determine which clerk is notified to accept the Inspection first.

James avatar
Written by James
Updated over a week ago

Key Features: by selecting 'First to Accept', InventoryBase will send out the job to all your available inspectors, the first to accept, 'wins' it, thus speeding up the booking process.

Key Benefits: Building inspectors are incentivised to respond quickly to bookings, full transparency on the jobs that have been accepted and confirmed, and shortfalls in cover quickly identified and managed.

Please contact Support to switch this feature on for your account.

During busier periods, InventoryBase have created a feature to simplify assigning a clerk to an inspection.

To use this new feature, add an inspection as normal, selecting the Inspection Type, Date and Time as usual. From the Clerk dropdown menu, click First to Accept

Screenshot 2021-07-09 at 15 26 24

By selecting 'First to Accept', InventoryBase will smartly send out the inspection to all available clerks, and the first to accept, 'wins' it.

Screenshot 2021-07-09 at 15 26 03

InventoryBase will automatically send out the inspection to all clerks. Each clerk will have a chance to accept or decline the inspection. Once a clerk accepts, the job will proceed as normal.

Screenshot 2021-07-13 at 10 55 24

If there are no clerks available, InventoryBase will notify you. In this scenario, you can either re-arrange the appointment, or outsource the job through Workstreams.

Screenshot 2021-07-09 at 15 05 41

If any changes are made to the conduct date/time, or the inspection type is changed, InventoryBase will then repeat the procedure to find a recommended clerk again.

Did this answer your question?