Skip to main content
Creating your first Report
Steve Rad avatar
Written by Steve Rad
Updated over a week ago

In Property Inspect, an “Inspection” is a property report of some kind, whether it’s an Inventory, Move In, Move Out, Interim Inspection, Risk Assessment or any other type of property report.

Just click Add Inspection to begin creating a report.

The first screen will be the property screen, where you'll type a new property address or click the 'Existing Property' button to select an address you've already added before.

If you want to store more information than just the address, everything else is optional but we recommend you fill in as much detail as possible.

Any property notes entered will appear on the app when completing reports in the field.

When you've finished here, click Create Property. 

On the next screen you'll select the inspection and report details...

Select a report type (ie. an Inventory or an Inspection), then select a template to apply as the skeleton report.

Select a date and, optionally, the time of the property visit to conduct the inspection.

If you have Team members, you'll see a Clerk dropdown to choose who to assign the inspection to.

Enter any contacts associated with the report, i.e. tenants or owners.

Scroll down to add any additional information. If you have the extra features turned on, you can select a typist to assign the report to once the clerk is finished, and a price list to assign a charge to the report.

Select the location of keys or type into the box if none of the selections apply, plus any additional notes into the 'Internal Notes' field, relevant for this inspection, which will appear when starting the report on the app.

When you're done, just click Create Inspection.

What's Next?

Did this answer your question?