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Creating an inspection

Pick the type, capture who and where, and let the property profile and templates build the right checklist for you — before you ever set foot on-site.

Updated: July 1, 2026

From your dashboard, tap New Inspection to begin. You can do this anywhere — at your desk the night before, or in the driveway with no signal. Everything you enter is saved to your device immediately.

1. Choose the inspection type

The type sets up the right kind of checklist and report:

2. Add the client and property

Enter the client's name and contact details, then the property address. Location fields such as colonia, municipio, and estado are optional — fill in what you have; they print on the report when present.

3. Fill the property profile

The property profile (the pre-inspection questionnaire) is optional but worth the 30 seconds. Record what you know about the property:

This does three useful things: it scopes the room list to match the bedroom and bathroom counts, it suggests a matching template when one fits the property type, and it prints on the report header so the finished document describes the property at a glance.

Everything is optional here. Skip the profile entirely and you'll still get a complete inspection — you'll just add rooms manually instead of having them seeded for you.

4. Start from a template (optional)

If you've built templates, you can start the inspection from one. The template seeds the systems and rooms so you arrive with the checklist already built. When your property profile's type matches a single template, InspectoMX suggests it automatically; change the type and any stale suggestion clears.

5. Start now or schedule

Finally, choose to start the inspection now or schedule it for a later date. Scheduled inspections wait on your dashboard until you're ready to begin.

Time to inspect

Your inspection is set up. Next, learn how to work through it room by room and system by system.

Next: Conducting the inspection →
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