Property Inspect

Steve Rad

Adelle Naidoo

Alet Drijfhout

Explore all our inspection guides; learn about different types of inspections, how to create inspections, as well as how to schedule multiple inspections for a property. 

Inspections

Creating Inspections

Adding a new inspection

Assigning a clerk

Assigning a typist

Create reports entirely in your browser, or edit further online once you've synced them from your app

Editing reports online

Completing a Report

This article will help understand how to close an inspection and what options you have once an inspection report has been closed.

How to Close Inspection Reports

Cancelling an Inspection

Booking Inspections in Bulk

How to ensure that inspections appointments are confirmed by all parties  before being scheduled.

Option to Confirm Inspections

Learn how to guide and instruct tenants on what to do after a receiving their report in an email.

Helping Tenants to Sign a Report Online

Generate a sample report from an existing inspection report

Generating a Sample Report

Property Inspect allows you to pull through existing data into a new report with ease

Copying An Existing Inspection

This article explains how to add a new room to a report and gives an overview of block types

Adding New Sections to Reports and Re-Ordering Rooms

Use Property Inspect's built-in Actions feature to flag issues throughout the property which are highlighted on the final report.

Flagging issues with Follow-up Actions Online

How to change the report type and rename the title of an Inspection

Changing a Report Title

Delay notifications sent to Tenants and Clients until the appointment has been confirmed

Provisionally Booking an Inspection as TBC (To Be Confirmed)

Leave or send messages to your management, clerk, or client on a specific inspection.

Inspection Messages

Easily import the contacts listed for a property to an existing inspection report.

Import Contacts from Property

Learn how to use the Property Inspect Transcription service for processing audio files into written reports

Using the Transcription Service

Standard Inspections

Assign inspections to 'First To Accept' which allows Property Inspect to give all available inspectors the chance to accept jobs quickly.

First to Accept feature

Choose to display a summary overview of all the tenant comments left on an inspection at the end of the report.

Tenant Comments Summary on Reports

Learn how to embed a full width image such as a schematic or floorplan, or embed videos or 3D tours.

Media/3D Tour Block

Easily add identification markings to your images, such as a circle or square, to help identify issues for your inspection report.

Photo Annotations

Sync data from third party software or APIs, like Live weather conditions, building sensors, Land Registry data or your property software.

Sync Data from External Sources

You can attach PDF and Doc/DocX files to your report, and choose how and where it gets displayed on your report.

Embedding Documents to Inspection Reports

Dictated reports and recorded audio notes can be transcribed right in Property Inspect's online report editor with built in audio playback.

Working from recorded audio dictations

Learn how to include photos from a previous report into your new inspection.

Copying Photos from a Previous Report

Learn how to use only the structure of a previous report when creating a new inspection.

Copying a Report Structure

Set your inspections to close after a specific time period, or auto-close once all relevant signatures have been added to the inspection.

Auto-Close Inspections

Importing existing PDF reports

learn how to add tenant photos to your PDF report.

Adding Tenant Photos to the Final PDF Report

Transcribe reports right within Property Inspect using your foot pedals to control audio playback

Setting up Foot Pedals for Audio Playback

How to include 360 photos in your inspection reports

Embedding 360 Photos

Advanced Inspections 

Allow tenants to confirm inspections, or reschedule with desired new date and comments.

Tenant Confirmation Emails

Generate unique links to track who has opened, viewed and commented on a reports.

Sharing Unique Report Links For Contacts to Add their own Additional Comments

Notify tenants and clients to confirm property visit dates and times automatically with our SMS option.

SMS Notifications for Inspections

Inspection Notifications and Report Distribution

Learn how to download your Property Inspect report as a CSV. file

Exporting Reports to Spreadsheet

Learn how to easily download images as a ZIP file from the uploads page of your inspection.

Export/Download Photos

Importing & Exporting Options

There may be a time where you need to revoke access to a report link; here's how to remove report link access from your online dashboard.

Removing Report Link Access

Choose to hide any attachments from a section or item on your final report.

Hide Attachments on Report

This breakdown will show you how to move over an inspection done on an incorrect property to the right one.

Copying Over a Completed Inspection from the Incorrect Property to Another Property

How to undelete rooms, items, and photos that have been accidentally deleted from the report

Restoring Deleted Rooms, Items, and Photos

Copying an Existing Inspection or Changing the Template After Starting a Report

Property Inspect allows you to pull through existing data into a new report with ease.

Copying an Existing Inspection from Another Property

Merging multiple reports together

Copy over sections from the current report into a new Standalone report or *merge your current reports' info into another template.

Copy/Merge Current Report Information into a New Report

Inspections Troubleshooting Guidance

One of our most useful features - learn how to schedule future and/or recurring inspections for a property.

Inspection Scheduler

This innovative tool combines traditional agendas with interactive mapping, offering users a visual representation of your inspections.

Agenda Maps

Scheduling & Planning Inspections

Import self service inspections or live inspections from CSV spreadsheet to issue self assessments or live inspection login details in bulk.

Importing Self Service and Live Inspections in Bulk

Assigning Self Service Reports to Tenants/Owners/Third Parties

Self-Service Inspections

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