09. Scheduler / Task Manager

9.7 Auto-Create Turnover Tasks Using Action Items

With zInspector you can create turnover tasks easily during a Property Management Inspection by using Action Items.   Whenever you identify a turnover task during an inspection, simply tap the exclamation point next to the area detail that requires attention, select the appropriate action (repair, cleaning, painting, flooring, etc.), and rate its priority. Then simply […]

9.5 Using Tasks with a Calendar on the Mobile App

zInspector Task users should definitely take advantage of Calendar synchronization features, which provide quick access to key information that can prove invaluable when preparing for a property visit to perform a task.  When Calendar is enabled, the Task Description, Property Address, and all details under Task > Unit Access are added to the appointment in […]

9.6 Task Tips

Mobile App Task View Focus For zInspector accounts with many active field agents and tasks, it can be very helpful for users to see only those tasks to which they are assigned. The individual zInspector user can go to Settings on the mobile app and check-mark the box “Show only tasks assigned to me” to […]

9.4 Task To-Do Lists

With Task To-Do Lists, you can really solidify your property-related processes and develop essential checklists for your business. You can create any number of custom To-Do lists and then select and apply one or more To-Do lists to any task(s).  Use To-Do lists to document basic office processes and procedures, keeping your team consistent and […]

9.3 Task / Schedule Emails & Notifications to Employees & Contacts

Task Manager features a very robust Comments / Email Communications tool. From the Comments box, you can write comments, send emails, send attached documents and photos, receive emails, and even receive documents by email. Important Features Email comments automatically to group members in your organization designated as Assigned or Managed Contacts Check-mark the Assigned box […]

9.2 Assigning, Managing, & Scheduling Tasks

The zInspector Task Manager lets you easily sort, search, and find tasks, communicate with others about them, and schedule appointments, while you track them to completion. An important aspect of any Task is setting a Managed Contact and an optional Assigned Contact. When created, a Task is automatically assigned to the user who created it; […]

9.1 Task Manager / Scheduler Overview

The zInspector Task  Manager / Scheduler is flexible: you can use it simply to schedule your Inspections, but you can also employ it as a complete task management system for work orders and service calls. Important Task Manager features include: Rapid Task Search Page – It may look like a simple spreadsheet, but the Task […]