Inspection scheduling at buyers agencies involves manually collecting requests from multiple channels, checking property and inspector availability, and coordinating confirmations across email and calendar systems.
Automation extracts request details from any channel, matches availability in real time, and sends instant confirmations to all parties. The result is faster scheduling, fewer conflicts, and reduced no-show rates.
The full workflow, from trigger to completion.
Lead submits request via email, web form, or messaging. The automation platform captures the submission and extracts lead name, property address, preferred dates, and contact details.
The automation reviews the request, standardises the property address, and extracts structured data (dates, contact info, property ID). Invalid or incomplete requests are flagged for manual review.
The automation queries the property database or listing system to confirm the property is available and retrieves its details and inspection history.
The automation checks all inspector calendars and identifies available time slots that match the lead's preferred dates and times.
If a matching slot exists, the automation proceeds to booking. If not, the request is escalated to the automation for manual negotiation.
The automation reserves the time slot, assigns the inspector, and logs the appointment in the master spreadsheet with all details.
Automated emails are sent to the lead and inspector with appointment details, property address, and contact information. A notification alerts the team.
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