Inspection Notice Rules automate your inspection notice workflow. When configured, Re-Leased generates a dashboard reminder when it's time to send notices, and dispatches them using your specified templates and delivery method.
Self-guided demo: Inspections (approx. 15 mins)
Note: Before creating notice rules, ensure your inspection notice correspondence and text message templates are already set up.
Creating an Inspection Notice Rule
Navigate to Settings > Communications > Inspection Notice Rules.
Click Create New Inspection Notice Rule.
Fill in the rule details:
Title — a descriptive name for easy identification.
Actions — the timeframe in which notices should be sent prior to the inspection date.
Delivery — choose email, post, or text message.
Template — associate the relevant template for each notice step.
Default — optionally set this as the default rule for the company. The default rule triggers dashboard reminders to send notices.
Click Save Inspection Notice Rule.
