Knowledge Base
00. New & Noteworthy(21)
- Costs Feature – Add Costs to Action Items (In-App or on Website)
- Update: Report Gallery View
- Update: Persistent (“Sticky”) Custom-Spanned Report Media
- Update: Rich-Text Comments Fields
- App Update: Quick-View Media Button
- 15.0 zTenant – Custom App Builder
- zData – Detail-Level Characteristics
- zData – Appliance Info
- zData – Finishes & Fixtures
- zData – Scan Text and Barcodes
- All New: Take Physical Measurements with Your Device (iOS) from the zInspector 3 camera screen
- 15.1 zTenant – Custom App Builder (Tutorial with Video)
- Tenant-Completed Periodic / Renewal Inspections
- Move-In Inspections Your Way
- zInspector 3 App (10-Minute Tutorial)
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 (Inspect Mode)
- 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
05. Mobile App Usage & Settings(13)
- 5.1 Mobile App Tools
- 5.2 Photo & Video Tips
- 5.3 Camera Interface Shortcuts
- 5.2.1. Photograph Hard-to-Reach Inspection Items
- 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
06. Customization / Admin Settings(11)
- 6.1 Customizing Area Details
- 6.2 Area Groups (Area Sort)
- 6.3a Custom Inspection Report Titles
- 6.3b Changing the Report Title of a Previously Submitted Inspection
- 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
07. Reporting(13)
- 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
- 7.7 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
- 7.14 Span Settings: How Photos Are Included in Reports
08. Documents / Custom Templates(15)
- 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)
- 8.7 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
- 8.14 – Custom Template Topic (Advanced) — Controlling Available Condition-Table Areas
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(15)
- 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 (NEW – August 2020)
- 11.4 Auto-Create zInspector Properties from Project Management, CRM, Lead Generation, & Google Sheets
- 11.5 Automatic, Daily AppFolio Sync
- 11.5.1 AppFolio Tenant / Lease Sync
- 11.5.2 Quick Refresh Of AppFolio Sync Data
- 11.5.3 AppFolio Tenant Data Syncing – Options and Troubleshooting
- 11.6 Propertyware Sync
- 11.6.1 Propertyware Tenant / Lease Sync
- 11.6.2 Propertyware Tenant Data Syncing – Options and Troubleshooting
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 Update to Tenant Inspection Photo Requirements (Feb 2020)
- 14.10 Tenant Renewal Inspection (Process Example)
- 14.11 Request HVAC Filter Size/Info from Tenants