Task Docs lets you group documents together for easy selection within the Task Manager / Scheduler.

With Task Docs, you can combine Documents and Property Management Inspections into a single selectable bundle.  For example, a property manager might specify the following Task Docs bundle for all move-in inspections:  a Move-In Property Management Inspection, a Smoke Detector Inspection, and a Key Distribution form. By bundling these documents together as Task Docs for a specific Task type, the user is specifying the documents that the agent(s) must complete in performance of a given task.

Here are some examples of typical process flows, using Task Docs.

Move In (Move-In Inspection for a Property Manager)

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

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)

For more information, see the video below.