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Enable Auto-Copy Notes
Overview
To carry your inspection notes forward, open the Agency menu → click Edit Agency → scroll to the Inspection settings card → turn on Copy notes from previous completed inspection → click Save. New inspections then start pre-filled with the text notes from the tenancy's last completed inspection.
Turn on auto-copy notes
Note: Edit Agency is only available to Principal users. If you don't see it, ask a Principal at your agency to switch this setting on for you.
Turn auto-copy off again
Frequently asked questions
What exactly gets copied over?
The text carried forward from the tenancy's most recent completed inspection — item notes, photo notes, and any recorded tenant actions, agent actions and maintenance requests — all consolidated into each room's notes. The photos and images themselves are not copied, so each new inspection still needs its own images.
Does it pull notes from other properties or tenancies?
No. Notes only carry forward within the same tenancy — a new inspection is pre-filled from that tenancy's last completed inspection, never from a different property or a previous tenant.
When does the setting take effect?
It applies to inspections created after you turn it on. Inspections already created or in progress aren't changed.
Can I change or delete the copied notes?
Yes. The copied notes are just a starting point — edit or delete them as you work through the property, the same as any note you'd type yourself.
Why can't I see the Edit Agency option?
Editing agency settings is limited to Principal users. Ask a Principal at your agency to turn the setting on.