Managing Inspections

  • Updated

Inspections are crucial in maintaining the condition and safety of properties, and our Inspections Hub is designed to streamline and simplify this process. This article will provide you with the knowledge to effectively use the Inspections Hub, create new inspections, and finalize them upon completion.

Navigating the Inspections Hub

The Inspections Hub serves as your command center for all things inspection-related. Access it right from your dashboard to gain a comprehensive overview of your upcoming inspections. Here's how it can work for you:

  • Use filters to sort inspections by company, property manager, delegate, status, and date.
  • Choose to exclude overdue inspections if you wish to focus on upcoming checks.
  • Select a grouping view by day, week, or month to organize your inspection schedule.
  • Visualize inspections on the map, where they are color-coded to match your selected grouping option.
  • Hover over an inspection item and watch the corresponding map marker bounce for easy identification.
  • Click on any map marker to quickly edit or reschedule the inspection.
  • Utilize the Actionable Inspection Notices tab to send out notices streamlined by your predetermined settings.

Copy of HelpCentre_Desktop Landscape_Video (54).gif

Adding New Inspections

Ready to add a new inspection? Here’s how you can do it:

  1. Inspections can be added from either the Inspections Hub or the Tasks page of any specific property or tenancy.
  2. Fill in the required details for the inspection, noting that it automatically belongs to the assigned property manager.
  3. Assigning a delegate allows another user to share inspection duties if required.

Finalizing Inspections

Once an inspection is completed, marking it as done is straightforward. Just follow these steps:

  1. From the dashboard or the Inspections page of the related property or tenancy, indicate an inspection as complete.
  2. Choose to 'add detail' when closing from the Calendar Dashboard. This allows you to upload notes, media, reports, or raise an expense invoice related to the inspection.
  3. Ensure all inspection details are completed by adding any relevant notes, uploading photos or other media, and addressing any necessary expense invoices.

By utilizing these functions, you can manage inspections with greater efficacy and provide comprehensive care for all your properties. Remember, a well-managed inspection process is key to a successful property management strategy.

Was this article helpful?