Task Docs allows you to group different documents together for a easy selection as part of the Task Manager / Scheduler.

With Task Docs, you can combine Documents and Property Management Inspections into one selectable item.  For example, let’s says you are a Property Manager, you might create a group of documents (i.e. Task Docs) for a Move-In Inspection such as a Move-In Property Management Inspection, Smoke Detector Inspection, and Key Documentation.  Upon creating a Task Docs, with a single action from the scheduler, you can set all of these as documents that must be completed.

Here are some examples of typical process flows.

Task Doc: Move In (Move-In Inspection for a Property Manager)

  • Move In (Property Management Inspection)
  • Smoke Detector Inspection
  • Key Distribution for New Tenants

Task Doc: Move Out (Move-Out Inspection for a Property Manager)

  • Move Out (Property Management Inspection)
  • Smoke Detector Inspection
  • Key Collection from Exiting Tenants

Service Call for a Contracting Company

  • Authorization to Access Property / Limit of Liability
  • Work Flow Documentation / Inspection
  • Job Completion / Payment Collection (optional)
  • Inspection Completion / Work Bid (optional)

Please see examples in the following section.