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This guide has been reviewed against our global client base and classed as relevant to all regions

The inspection schedule function allows you to get a clear overview of all property inspections for the duration of a tenancy which includes details of all inspections due, booked and completed 

An inspection schedule is displayed on a tenancy when a tenancy has a start and end date, or is set to periodic

The inspection schedule screen also allows inspection notes to be entered to provide a clear audit trail of activity


1. Accessing inspection schedule

From the tenancy, Management tab:

  • In the Inspections panel, click the Inspection Schedule button (top right)

    The inspection schedule is displayed


2. Inspection schedule window

  • The first panel displays information on the tenancy start date plus the inspection frequency and responsibility

  • The panel below this shows the inspection schedule for the duration of the tenancy
    This list is shown in a grid, therefore allowing you to click a column heading to sort or to click to the right of the column heading to filter or group (or right-click to export to Excel)

    The following information is displayed:

    • Inspection Due
      Date the inspection is due in accordance with the frequency settings for the tenancy

    • Appointment
      When a date is shown, an appointment has been booked - when this is the case, double-click to open the appointment

    • Canc
      Indicates if the appointment was cancelled

    • FU
      Indicates if the appointment has been followed up

    • Draft & Final Report
      When a date is displayed, a draft and/or final report has been uploaded for this appointment
      For more information on using this function - click here

    • Supplier
      The name of the company who carried out the inspection (
      Shown when the Other Agent field on the inspection appointment is used)


3. Add property inspection notes

From the inspection schedule:

  • In the Activity Feed, click + button

  • Enter Property Inspection Note and click Accept

    Once saved, this note is non-editable and is shown in the Activity Feed on the inspection schedule and the tenancy



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