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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: |
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2. Inspection schedule window |
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Image AddedThe 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 If an appointment date is shown in the next column without a date in this column, it means that multiple appointments have been booked within the same inspection period (for example, this will happen when one appointment is cancelled and another appointment is made)
Appointment When a date is shown, an appointment has been booked - when this is the case, double-click to open the appointment When no date is shown, an appointment hasn't yet been made within this inspection period
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 the draft/final report 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
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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
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The inspection schedule function gives a clear overview of all property inspections for the duration of a tenancy which includes details of all inspections due, booked and completed |