Can I move an inspection report to another customer or property?
There is no way to move or reassign a submitted inspection report to a different customer or property - a report stays with the property and visit it was created on. The submitted report's actions let you duplicate, share, or, when enabled, file the report to The Compliance Engine; none of those actions changes the report's customer or property.
Duplicate makes a fresh draft on the same property, so it doesn't move anything to another customer. If a report is under the wrong customer because the whole property belongs to the wrong customer, fix it at the property level: move the property to the correct customer (Property page -> Move a property to another customer, which needs the move/merge permission), and the property's reports go with it.
If the property move action is missing but you need it, contact your business's administrator to review your role.
That only helps when every report on the property should move together - if a single report is genuinely on the wrong property, the practical path is to recreate it under the correct property and visit.
If you just need the customer to have the report, open the submitted report and use Send Report to email only its PDF. You can also use Send Report beside the inspection report in its Job task, or use Send Job Summary from the report or the Job task's Quick Actions to share a recap link that includes the report with other job information. The two methods are enabled separately.
Where to find it: A submitted report has no move or reassign action. To change the customer, move the property from the Property page; to share without moving, use Send Report or Send Job Summary from the report or its Job task.
Related guides
Last updated
Was this helpful?