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Rescheduling an Inspection date/time or moving to another inspector is always done at the Lead level.
Search Leads to find the appointment that needs rescheduled.
*TIP* It is easiest to search by just the address number.
Rescheduling a Lead / Inspection
Always use Reschedule to move an inspection date and/or time or change inspectors
Do NOT use Edit Lead
Once you find your Lead, you will click the icon to View Lead.
Within the Lead, you will select Reschedule / Transfer Lead
Within the Reschedule - you can change the inspector and have it be a hold by changing the information in the Change Company & Inspector section. If this lead needs to be on hold, make sure you are clicking the hold box.
You can scroll down and see the full Calendar with distances to see who and where to put this inspection. You can then update this information in the Change Inspection Schedule Section.
The fees will automatically calculate at the bottom of the page. If this was a quote given at a lower price, we have to honor the original quote given. You would update this information here.
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