Property Management Inspections help you as a Property Manager to easily do a full inspection on your properties. Your photos and comments both upload to our servers and also appear on a generated PDF report.
Property Management Inspection Using the App
Create a New Inspection
- From the main screen, tap on Property Management Inspection.
- Tap on the Select a Property/Unit drop-down. Tap on the search bar to filter, tap on the property to inspect, or create a new property using the + New button.
- Notice that if you have unfinished inspections for a property, the Inspections in Progress drop-down will appear. If you’d like to continue your inspection, tap the Inspections in Progress drop-down, while if you’d like to start a new inspection, tap the + New button instead.
- Choose an Inspection type: Pre-Inspection, Move In, Move Out, or Inspection.
- Optionally, add a list of tenants present at the inspection.
- If tenants are Contacts associated with the Property, a list of tenants will be available to add via tap. Tenant Contacts’ email addresses will automatically be added later on.
- Separate names by commas.
- Tap Continue to proceed to the Inspection
Resume a Paused Inspection
- From the main menu, tap on Property Management Inspection.
- Notice that if you have paused Inspections, the Inspections in Progress drop-down will be displayed. Tap on the Inspections in Progress drop-down to bring up a list of paused Inspections. Tap on the inspection you’d like to resume.
Perform an Inspection
Move In, Move Out, and Inspection
- All Details on the property must be given a status of New, Satisfactory, or Damaged, or be excluded from the inspection.
- Assign status to a Detail by tapping on the N (New), S (Satisfactory), or D (Damaged) Icons for that Detail’s row.
- Use the ALL Buttons at the top of each Area module to assign a single status of New, Satisfactory, or Damaged to an entire Area.
- If you wish to exclude a Detail or entire Area from the Inspection, tap the leftmost X button of the row to toggle exclusion of the item. You will notice the Area or Detail will darken. Include the item again by simply tapping the same exclusion toggle button.
- If you need to save your inspection for later, save and pause your inspection using the top bar’ Pause Button.
- Take pictures for each Area or Detail by tapping the Camera Icon.
- Take video for each Area by tapping the Video Icon.
- Add Comments for each Detail by tapping on the Comments Icon and using Smart Comments.
- Add Action Items for each Detail by tapping on the ! Exclamation Mark Icon
- Add Additional Comments to the entire Inspection.
- Add Final Comments to the entire Inspection.
- Add email addresses to send the report to others.
- Require Signatures by checking the boxes for Tenant and/or Inspector.
- When finished, tap Final/Submit to gather any signatures and queue the Inspection Report.
- Check your email for the report or find it in your portfolio.
The right to a Pre-Inspection is required in California, but this type of inspection is very useful to any property manager as you can use it as an opportunity to plan for repairs prior to a tenant moving out.
- Check the boxes which apply: Cleaning Likely, Critical Repairs Likely, etc.
- Give comments for each potential subject.
- Take photos for the Pre-Inspection by tapping on the Camera Icon. This will bring up a Photo Inspection with the relevant Property and Activity so that photos taken will be on the report.
- It is typical for many property managers to give tenants a Move-Out Preparation document. Confirmation of delivery can be documented here.
- When finished, tap Final/Submit to queue the Pre-Inspection Report.