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00. New & Noteworthy
(17)
Multi-Device Inspections (coming September 2023)
NEW Listings Page & Virtual Tours Portal
ALL NEW: Statistics Dashboard
BRAND NEW: zTenant – App Builder!
QUICK-START: zInspector 3 App Tutorial (10-Minutes)
11.5 NEW: TWO-WAY Appfolio Sync
NEW: zData – Powerful Quick-Capture & Storage of Property Details
11.7 Rentvine Two-Way API Integration
GUIDE: Move-In Inspections Your Way
Google Drive Sync
GUIDE: Tenant-Completed Periodic / Renewal Inspections
SYSTEM DOCUMENTS: Common Issue When Saving a New Template
TEMPLATES UPDATE: Rich-Text Comments Fields
NEW: Costs Tool – Add Costs to Action Items
NEW: In-App Measurements Tool (iOS)
01. Getting Started
(12)
1.0.1 Getting Started 1 – Video Orientation for Group Member / Inspector
1.0.2 Getting Started 2 – Video Orientation for Account Owner / Admin User
1.1.1 Getting Started: Paid & Trial Accounts
1.1.2 Getting Started: Basic (Free) Account
1.2 Create a New Property
1.3 Perform a Photo-Based Inspection (Quick Pictures mode)
1.4. Perform a Property Management Inspection (Inspections)
1.5 Span Settings: How and Why Photos Are Included in Reports
1.6 Next-Level Inspection Tips
1.7 Find, View, and Send Reports
1.8 Uploading Properties (Units) in Bulk
1.9 Create a Lease/Tenant
02. Key Concepts & Tools
(10)
2.0 Enhanced Timeline with Media Stream
2.1 Activities & Timeline
2.2 Areas, Details & Actions
2.3 Properties
2.4 Single-Family & Multi-Unit Properties
2.5 Commercial Properties
2.6 Editing Properties
2.7 Archiving, Restoring & Deleting Properties
2.8 Documents & Templates
2.9 Tasks
03. Multi-Family Tips
(3)
3.1 Creating Multi-Unit Properties
3.2 User Groups – Assign Access by Building / Portfolio
3.3 Common Area, Commercial, and Other Inspections
04. Account Settings
(5)
4.1 Adding Users
4.2 User Roles
4.3 User / Group Changes & Data Retention
4.4 User Groups
4.5 Lost Device / Forgotten Password
05. Mobile App Usage & Settings
(15)
5.1 Mobile App Tools
5.2 Photo & Video Tips
5.2.1 Photograph Hard-to-Reach Inspection Items
5.2.2 Quick-View Media Button
5.3 Camera Interface Shortcuts
5.4 Condition Values: The N, S, D, & ! of Property Inspection
5.5 Mobile App Settings
5.6 Mobile App Permissions
5.7 Comments / Smart Comments
5.8 Edit & Markup Photos in the App
5.9 Tasks
5.10 Notice Reports
5.11 In-App Inspection Comparison
5.12 Using Damage and Action Items
5.13 Pick from the app gallery to satisfy template photo requirements
06. Customization / Admin Settings
(13)
6.1 Customizing Area Details
6.2 Area Groups (Area Sort)
6.3a Custom Inspection Report Titles
6.4 Changing Final Comments on an Inspection Template
6.5 Change “Inspector” to “Property Manager” (or Other Title) in PM Inspection Report Heading
6.6 Smart Comments
6.7 Adding Your Logo to PM Inspection Reports
6.8 Enterprise Customization
6.9 Change Company Name
6.10 Using Table Search to Create An Inspection History Dashboard
6.11 Properties — Bulk Operations
6.11.1 Properties — Adding Areas in Bulk
6.11.2 Properties — Adding Area Descriptions In Bulk
07. Reporting
(15)
7.1 Auto-Email Inspection Reports to Self & Others
7.2 Global Auto-Reporting – Process Reports for All Group Members
7.3 Evernote—Should I Use It?
7.4 Generate a Comparison (Move-In / Move-Out) Report
7.5 Auto-Send Unit-Specific Reports to Dotloop & Others
7.6 Report Integration to Dropbox, Google Drive, and/or Office 365
7.6.1 Google Drive Sync: Quick-Start
7.7 Using Span + Reusing Move-Out Photos for a Move-In
7.8 Share Read-Only Report Links + Open Reports in Microsoft Word
7.9 One-Touch Security Deposit Returns
7.10 Create a New Inspection From a Completed One (Can Solve “Wrong Inspection Type Performed” Issue)
7.11 Download a Zip Folder of All Inspection Data
7.12 Customizing Completed Inspection Reports
7.13 Report Gallery View (UPDATE)
7.14 Span Settings: How Photos Are Included in Reports
08. Documents / Custom Templates
(16)
8.1 Documents Process Overview / Version Control
8.2 Full Version Control – Change Your Process On The Fly
8.3 Create / Customize an Inspection Template – Basics + Helpful Info (Includes Brief Video)
8.4 Logo & Document Header
8.7 Next Document – Open a Specified Template After Submitting a Related One
8.9 Changing Template Condition Values (N, S, D, !)
8.10 Template Customization – Advanced Fields and Options
8.10.1 Template Customization – Inspection Condition Table
8.10.2 Template Customization – System Fields (Inspection Activity)
8.10.3 Template Customization – System Fields (Instructions)
8.10.4 Template Customization – Photo Fields (Take Pictures)
8.10.5 Template Customization – Force Pictures on Area Level
8.11 Custom Template Width Issues (Troubleshooting)
8.12 Embedding Pictures, Videos, and Webpages in Templates
8.13 Advanced – Copying a Custom Template to Another zInspector Account
09. Scheduler / Task Manager
(13)
9.1 Task Manager / Scheduler Overview
9.2 Assigning, Managing, & Scheduling Tasks
9.3 Task / Schedule Emails & Notifications to Employees & Contacts
9.4 Task To-Do Lists
9.5 Using Tasks with a Calendar on the Mobile App
9.6 Calendar Integration
9.7 Tasks: See Only Those Assigned to You
9.8 Creating Tasks by Email
9.9 Task Docs
9.10 Create Work Orders Automatically with Action Items
9.10.1 Create Service Issues in Rent Manager with zInspector
9.10.2 zInspector Task Manager: Work Orders
9.10.3 Copy zInspector Work Orders Into Your Task Management Software
10. Troubleshooting
(11)
10.0 Queue & Sync + Gallery View & WiFi Settings
10.1 I See My Inspection Notes—but No Photos—for a PM Inspection
10.2 Wrong Property Selected for Inspection (Change Property Name)
10.3 Changing an Existing Property
10.4 Edit a Completed Inspection (including PM Condition Values)
10.5 ‘Camera Not Found’ Error
10.6 Deleting Properties in Bulk & the Verify Media Tool
10.7 Deleting an Activity
10.8 Merging Duplicate Properties (Merge Tool)
10.9 Missing Tenants or Properties for Tenant-Completed Inspection Invites
10.10 Changing An Inspection Activity Date
11. Integrations
(14)
11.1 Auto-Export Reports to Dropbox, Google Drive, FTP, and More
11.2 Rentec Direct Integration
11.2.1 Rentec Direct Tenant Syncing
11.3 Rent Manager Integration
11.3.1 Rent Manager History Category Customization
11.3.2 Rent Manager Tenant Data Syncing – Options and Troubleshooting
11.3.3 Rent Manager Property Group Syncing
11.4 Auto-Create zInspector Properties from Project Management, CRM, Lead Generation, & Google Sheets
11.5 NEW: TWO-WAY Appfolio Sync
11.6 Propertyware Sync
11.6.2 Propertyware Tenant Data Syncing – Options and Troubleshooting
11.6.1 Propertyware Tenant / Lease Sync
11.7 Rentvine Two-Way API Integration
AppFolio Tenant Data Syncing – Options and Troubleshooting
12. z360 Cameras and Virtual Tours
(8)
12.1 360 Camera Purchase, Setup & Troubleshooting
12.2 360 Camera Comparison
12.3 Virtual Tours
12.4 Use 360 Tours for Marketing
12.5 Virtual Tour – Action Links
12.6 Add a Virtual Tour to a Rental Listing (Example: Buildium)
12.7 2D Layout and Virtual Tour Building (Beta)
NEW: Thermal Inspection Imaging with FLIR One!!
13. Move-In Inspections Your Way!
(7)
13.0 Move-In Inspections Your Way
13.1 In-Person Move In + Signatures
13.2 Convert a Move-Out to a Move-In
13.3 Remote Inspection Signing (Enhanced)
13.4 Tenant Move In Inspections
13.4.3 Tenant-Completed Move-Ins: Reminders & Other Settings
13.4.4 Tenant-Completed Move-Ins: Once-Click Invites with Rentec Direct, Rent Manager, Appfolio, or Propertyware Integration
14. Tenant-Completed Inspections (Periodic and Renewal)
(12)
14.1 Tenant-Completed Inspections
14.2 Tenant-Completed Inspections for Free & Unsynced Accounts
14.3 Quick Tenant-Completed Inspection Invites for Synced Accounts
14.4 Tenant Template Customization Basics
14.5 Tenant Inspection Bulk Invitations
14.6 Tenant Periodic Inspection Intro / Webinar
14.7 Tenant-Completed Inspection Report – Actual Sample
14.8 Scheduled Tenant Inspection Invitations and Reminders – NEW!
14.8.1 Tenant Inspections: Reminders & Other Settings
14.9 Tenant Inspection Photo Requirements (Updated)
14.10 Tenant Renewal Inspection (Process Example)
14.11 Request HVAC Filter Size/Info from Tenants
15. zTenant – Custom App Builder
(2)
BRAND NEW: zTenant – App Builder!
15.1 zTenant – Custom App Builder (Tutorial with Video)
16. zData – Quick-Capture & Store Property Details
(5)
16.0 zData – Detail-Level Characteristics
16.1 zData – Appliance Info
16.2 zData – Finishes & Fixtures
16.3 zData – Scan Text and Barcodes
16.4 zData – Required zData Field Examples
20. Legacy Resources
(5)
LEGACY – DO NOT USE – 11.5 Automatic, Daily AppFolio Sync
LEGACY – DO NOT USE – 11.5.1 AppFolio Tenant / Lease Sync
LEGACY – DO NOT USE – 11.5.2 Quick Refresh Of AppFolio Sync Data
AppFolio Tenant Data Syncing – Options and Troubleshooting
LEGACY – DO NOT USE – 11.5.4 AppFolio Property Sync Troubleshooting – Blank Property Names
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