How-To Guide: Getting Started with OFI

This section provides step-by-step instructions for the most common tasks you'll perform with Openn for Inspection.

Setting up your inspection in OFI is simple and flexible.

Navigate to the Property: Open the property for which you are holding an inspection.
Locate the Action Panel: In the redesigned right-hand panel, you will see a new "Openn for inspection" section.
Click "Invite attendees": This button is your gateway to all registration methods. If this is your first time, you may see a "Start inviting attendees" button in the main tab area.
Choose Your Invitation Method: A modal window will appear, presenting you with four options:
- SMS Invite: Select this to send a check-in link via text message. Simply enter the attendee's phone number and click "Send".
- QR Code: Choose this option to generate a unique QR code. You can either display it on a screen at the property or download the image to print and place on signage. Attendees scan the code to check themselves in.
- Self Check-in: This provides a public URL to the check-in form. Open this link in a new tab on a tablet or laptop at the inspection for a dedicated check-in station.
- Manual Check-in: Select this to enter an attendee's details yourself. This is useful if a visitor is unable to use the other methods. Fill in the mandatory fields and add any private agent notes.
Welcome Your Attendees: As attendees check in, their names will instantly populate the "Attendees" tab, giving you a real-time view of your visitors.

The true power of OFI lies in its seamless follow-up and offer integration.

Go to the "Openn for inspection" Tab: After your inspection, navigate to this tab on the property page to see your list of attendees.
Review Feedback and Status: The attendee table shows you who has checked in, the status of their feedback form, and their offer status. Click on an individual attendee to open a sidebar with more detailed information and any private notes you have made.
Invite an Individual to Make an Offer:
- Click on a specific attendee in the list to open their details in the sidebar.
- Locate the "Offer form" card component.
- Click the "Invite to make an offer" button. This will send a direct, pre-populated link to the potential buyer.
Invite Multiple Attendees to Make an Offer:
- In the attendee table, use the checkboxes on the left to select multiple attendees.
- A floating action menu will appear at the bottom of the screen.
- If all selected attendees are eligible, click the "Invite to make an offer" button from this menu to send a bulk invitation.
Resend Feedback Requests: If an attendee has not filled out the feedback form, you can select them and use the contextual action menu to "Resend feedback".

Creating a professional, data-rich report for your sellers is now just a few clicks away.

Find the "Inspection report" CTA: In the right-hand action panel, click the button labeled "Inspection report".
View the Report Table: This will open a new, comprehensive table containing all data points from the inspection, including check-in details, all feedback form answers, agent notes, and offer/observer status.
Customise Your Report View:
- Filter Columns: Click the "Columns" button to open a menu. Here you can search for specific columns and use the "eye" icon to show or hide them. This allows you to tailor the report to show only the information your seller needs to see.
- Reorder Columns: Use the "drag" icon to drag and drop columns into your preferred order. The platform will save this view for your future reports.
- Resize Columns: On a desktop computer, you can hover between column headers and drag to resize them for optimal readability.
Download the Report: Once you are happy with the layout and the data presented, click the "Download CSV" button in the top right corner.
Share with Your Seller: The CSV file can be easily opened in any spreadsheet program (like Excel or Google Sheets), formatted further if needed, and attached to an email to share your detailed inspection insights with your seller.