[{"data":1,"prerenderedAt":99},["ShallowReactive",2],{"changelog-\u002Fchangelog\u002Fsave-an-inspection-as-a-draft":3},{"id":4,"title":5,"body":6,"date":81,"description":82,"emailSummary":83,"extension":84,"highlights":85,"image":90,"imageWidth":90,"meta":91,"navigation":92,"path":93,"seo":94,"stem":95,"tags":96,"__hash__":98},"changelog\u002Fchangelog\u002F0024.save-an-inspection-as-a-draft.md","Save an inspection as a draft",{"type":7,"value":8,"toc":74},"minimark",[9,13,18,33,49,56,60,67,71],[10,11,12],"p",{},"Sometimes you know the address and the kind of inspection long before you\nknow who the client is. Now you don't have to wait.",[14,15,17],"h2",{"id":16},"save-as-draft","Save as draft",[10,19,20,21,25,26,29,30,32],{},"Open ",[22,23,24],"strong",{},"Add Inspection",", enter the property address, and on the ",[22,27,28],{},"Clients","\nstep choose ",[22,31,17],{},". You'll see one short screen:",[34,35,36,43],"ul",{},[37,38,39,42],"li",{},[22,40,41],{},"Templates",": your default is preselected. Pick one or combine several.",[37,44,45,48],{},[22,46,47],{},"Date & time",": optional. Leave it blank if the job isn't booked yet.",[10,50,51,52,55],{},"Select ",[22,53,54],{},"Create draft"," and you're on the inspection, ready to start filling\nit out. If you already typed a client's name, it's saved with the draft.",[14,57,59],{"id":58},"finishing-a-draft","Finishing a draft",[10,61,62,63,66],{},"A draft works like any other inspection, except that it can't be published.\nWhen you have the details, select ",[22,64,65],{},"Complete draft"," on the inspection page to\nadd clients, the fee, the buyer's agent, and your agreement and payment\noptions.",[14,68,70],{"id":69},"client-email-is-now-required","Client email is now required",[10,72,73],{},"A full inspection (or a completed draft) now needs an email for every client.\nThat's where the report, agreement, and payment links are sent. Existing\ninspections aren't affected: you can keep editing clients who don't have an\nemail on file.",{"title":75,"searchDepth":76,"depth":76,"links":77},"",2,[78,79,80],{"id":16,"depth":76,"text":17},{"id":58,"depth":76,"text":59},{"id":69,"depth":76,"text":70},"2026-09-24","Don't have the client's details yet? Save a draft with just the address and a template, start inspecting, and fill in the rest before you publish.","You no longer need every client detail up front to start an inspection on the web. When you get to the Clients step in Add Inspection, choose Save as draft: pick a template (your default is already selected), optionally set a date, and you're on the inspection page ready to fill it out. Drafts work like any other inspection. The only difference is that they can't be published until you complete them, and a banner on the inspection page walks you through adding clients, the fee, and your options. Creating a full inspection now also requires a client email, since that's where the report, agreement, and payment links go.","md",[86,87,88,89],"Save as draft from the Clients step, with just an address and a template","Start filling out the inspection right away and complete the draft before publishing","Any client names you already typed are kept with the draft","Full inspections now require a client email",null,{},true,"\u002Fchangelog\u002Fsave-an-inspection-as-a-draft",{"title":5,"description":82},"changelog\u002F0024.save-an-inspection-as-a-draft",[97],"Inspections","gFz-1BEZRUD2UAwe5UjUd03Ahu7qkT-2BHfoKSEaUPc",1790287018672]