*Please contact our Support team to enable this feature for you if you don't have access on your dashboard.


Key Features: customise your schedule by setting the frequency, choosing a template or adding the last inspection and assigning any report type. Create daily, weekly and monthly appointment schedules and reminders either for the future or recurring inspections or regular cleaning tasks on the property.

Key Benefits: auto-pilot scheduling enables oversight of all reports and inspections types to manage the property efficiently, task key trades, identify shortfalls and provide your clients with the reassurance that the property is being expertly managed.

*UPDATE*

The Inspection Scheduler now pulls through all contacts for a property onto the inspections created using the feature.


How to set up your inspection schedule:

  1. Click on 'Properties' found on the top row of your dashboard, then click on 'Schedules':

2. Once you click on 'Schedules', you'll see the below screen:

3. Here you can create a schedule for a collection of certain inspections (eg. routine cleaning, gardening, etc.) that can added to multiple properties, or a schedule for a particular property.

Input the name you'd like to call the schedule and click on 'Create'.

Once you have created the schedule, it will appear as below. Click on the name to edit the schedule:

You can now edit the details:

4. Customise your schedule on four aspects:

4.1. Frequency

4.2. Inspection Type

4.3. Template/Source Report

4.4. Clerk/Inspector

4.1. Frequency

Depending on the frequency you choose, you will be able to add specifics as to when you'd like to schedule the inspections, i.e., Daily, Weekly, Monthly, Periodically, or Custom.

Example, if you choose 'Monthly', you will be able to choose on which day the inspection should recur.

Periodically

Here you can choose between scheduling quarterly, bi-annually, or annually. You will also need to choose a date that you would like the schedule to start. Thereafter, it will create the subsequent inspection(s) once the first is complete.

*NEW* - Custom

You also now have the option to customise the date and frequency of your schedule. 1. You set the fist date of your custom schedule under 'Pick Date'.

2. Then you choose the custom frequency, eg. Repeat every X {Day(s)/Month(s)/Year(s)}

When a Custom schedule is applied to a specific property, it uses the first date on the schedule to create the inspection; or if that date is now in the past, it will use today's date.

From this point, it will only create the next inspection in the frequency (eg. in 2 weeks) once the current inspection is marked Complete.

4.2. Inspection Type

You can select the type of inspection that you are scheduling.

4.3. Template/Source Report

Here you can choose which template is used for the inspection you schedule; you can choose a specific template, or you can choose 'Most recent Inspection' which will pull the last inspection's template.

4.4. Clerk

Here you can choose if you want to assign a specific clerk/inspector to a schedule, or if you'd like to offer the 'First to Accept' feature.

5. Once you are done, click on 'Save'.

Remember, you can add multiple types of inspections for a specific property. Example, you can have a Cleaning Checklist schedule (weekly) and an Move-In / Move-Out inspection (annually). All the inspections you have added will be listed below that schedule:

6. Now it's time to link the schedule you created to your property. Click on the 'Properties' tab at the top of your dashboard and find the corresponding property:

7. Click on the property. On the right side of the screen, you will see the 'Linked Schedules' option. Click on 'Manage':

8. Find the schedule you'd like to link to the property and tick the small box on the left.

Once you've ticked the box, click on 'Apply Schedules'.

If you'd like the schedule to be linked immediately, ensure that the 'Apply Now' box is also ticked.

The succeeding inspection/s will be created when the scheduled inspection is marked 'Complete'.

9. You will now find that the schedule you created has been linked to that property.

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