Lists and the planner
Group the companies you mean to work, then run your visits and follow ups from one screen.
Updated 23 September 2026
- Why
- A patch is worked in batches: the run on Tuesday, the accounts a branch covers, the names off a trade show.
- What
- Lists hold those batches, and the planner shows every company you are working in the order it is next due.
- How
- Build lists from the region, then set a status or plan a visit and the company joins the run in
/app/inspect/planner.
Make a list
- Step 1.
Open
/app/inspect/listsand press New. Name it after the patch it covers and press Create. - Step 2.
In
/app/inspect, choose Add to a list on each company worth keeping. - Step 3.
Back in Lists, choose the list to see its companies and how many you have opened. Export downloads the opened companies on it as a CSV.
Adding a company to a list never opens its profile, so planning draws nothing. Deleting a list leaves its companies in the region.
The planner
Every company with an engagement status, grouped by day and then by postcode district so a run makes route sense, with undated companies under No date set at the end. Each row carries its latest visit agenda.
| Edit in place | Values |
|---|---|
| Status | Researching, Contacted, Meeting, Visit planned, Visited, Opportunity, Customer, Parked |
| Owner | Any member of your workspace |
| Next action | A date |
| Notes | A working note |
Filter by owner, then Print run sheet for a paper copy. A company without an agenda offers Prepare one. Plan visit on a company page puts it on the run.
An Inspect visit run of 3 demonstration companies over two days, grouped by postcode district, each with its status and date; the first has its visit agenda ready.
Inspect sits beside your CRM, not instead of it: no forecast, no opportunity values and no second pipeline.
Related
- The regionActivate a county, then find the companies worth working in its list or on its map.
- Companies and campaignsSee where you are with every company you have worked, and build outreach sequences from your own inbox.
- The offering map and the two documentsLoad what you sell once, then prepare the visit agenda and the price list, both grounded in evidence.