Property inspection schedule overview

Owned by Fiona Wilson, created
Last updated: Jan 31, 2023
3 min read

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 tenancy:

  • Click Management tab

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

    The inspection schedule is displayed - see step 2 tab:

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
      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

3. Add property inspection notes

From the inspection schedule:

  • In Activity Feed, click

  • 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