08. Documents / Custom Templates

8.8 Download Document Templates

zInspector provides a handful of Custom Document Templates for you to try out and use for yourself. While you can access these zInspector custom templates without actually downloading them, this extra step gives you the ability to treat them as completely distinct documents: use them, work with them, and make them your own.  Take these […]

8.7 Supplemental Documents

Some zInspector users find it helpful to pair a certain Property Management Inspection type with specific documents that supplement it. For example, at the conclusion of a Move-Out inspection, you may prompt your employee to re-key a lock or post a For Rent sign.  These aren’t technically Move-Out inspection items that should be considered part […]

8.6 Include Photos by Default

You can automatically include photos by default with your zInspector custom Documents. First, On the zInspector website: Go to Settings —> Admin Settings —> Smart Comments. Click Insert and type z:[[Documents|autopictureON]] into the textbox that appears. Click “Publish / Save” Next, on the mobile app: Tap the green Synced button on the main menu (at […]

8.4 Logo & Document Header

You can upload your company logo for use in Documents. The uploaded logo will appear on all custom Documents as well as on Property Management Inspection reports (when you have the logo option enabled). Go to Advanced —> Docs —> Document Templates, and select the Customize tab. On the Customize tab, you can also set […]

8.2 Full Version Control – Change Your Process On The Fly

What is version control, and why do I care?  Let’s take a simple process example like Smoke Detector Inspection.  In a very brief time period, the laws changed in many states.  First, you needed one in each hallway.  Then, you also needed a Carbon Monoxide detector. Then, you needed a smoke detector in each bedroom. […]

8.5 Task Docs

Task Docs allows  different documents to be grouped together for 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, a property manager might specify the following Task Docs for all move-in inspections:  a Move-In Property Management Inspection, […]

8.3 Creating a Custom Document Template

zInspector document template creation gives you the flexibility to design the documents you want while ensuring they will be quick to fill out in the field on a mobile device.  We also continue to make any usability improvements that can streamline the process. Some crucial things to keep in mind when creating any document template: […]

8.1 Documents Process Overview / Version Control

With the Documents feature, you can create any type of inspection or other electronic document in zInspector and even include attributes like photos and electronic signatures. Document templates are created on the zInspector website and then filled out in the app from any mobile device. Once completed, documents are copied to the user and others […]