Inventory Base Workstreams is a service that streamlines the process of outsourcing property visits and reporting to local professionals. With this feature, you can trust that all service providers bidding for your inspection have been thoroughly vetted for their qualifications and insurance, ensuring high-quality report delivery.
💡We encourage you to read our Workstreams Terms before getting started.
Getting Started
1. Click on the purple Workstreams icon at the top of your online dashboard:
2. Select whether you want to Find an Inventory Provider to outsource your inspection, or if you would like to Apply to become a Workstreams Supplier:
Outsourcing your Inspections via Workstreams
Outsourcing through Workstreams connects you with vetted suppliers for high-quality property visits, like inventory and check-out reports. You can efficiently choose reports as needed, allowing reliable professionals to handle the details. This saves you time and resources, so you can focus on other important property management tasks.
💡 When you outsource your inspection on Workstreams, you are called the "Buyer".
💡 Our system provides you with two ways to create your inspection and offer it to the Workstreams Network:
1. The Workstreams icon
2. A Property's Info tab
Creating your job from the Workstreams icon
1. Click on the Workstreams icon at the top corner of your online dashboard >> under the Bids tab, click on the Add Workstream:
2. Create your inspection and select the Offer via Workstreams option under the Clerk dropdown:
3. After clicking Save and Continue to create the inspection, you will need to fill out the Workstreams Offer form.
You will need to fill in:
Property details | Payment | Branding | Notes to suppliers |
Give more details about the property, such as its type (like apartment or house), whether it’s furnished or not, and the number of bedrooms and bathrooms. | Please enter the bank card details that will be used for this Workstreams job. Your card information will be saved, but you won’t be charged until you select the Supplier for the job. | If you choose to use your own branding, the final report will display your details. If you accept Supplier branding, the report will feature the Supplier's company information, and you won't be able to modify the final report. Please note that using your own branding may lead to a higher inspection price. | Please provide any additional or special instructions for suppliers to consider when bidding on this Workstream. Keep in mind that this information will be visible to all suppliers, so avoid including sensitive details or property addresses. Use this space to help suppliers accurately quote your requirements. |
4. Once you have filled in all payment details, click on Save. This will create the inspection, and post it on the Workstreams Network for bidding.
Creating your job from the Property
1. Navigate to the property on your dashboard >> click on the purple Order Service button on the property:
2. Choose the type of inspection you would like, the requested date/time and add any relevant contacts to this job.
Once you have filled in all relevant fields, click on Next:
3. Fill in the Payment fields:
Payment | Branding | Notes to suppliers |
Please enter the bank card details that will be used for this Workstreams job. Your card information will be saved, but you won’t be charged until you select the Supplier for the job. | If you choose to use your own branding, the final report will display your details. If you accept Supplier branding, the report will feature the Supplier's company information, and you won't be able to modify the final report. Please note that using your own branding may lead to a higher inspection price. | Please provide any additional or special instructions for suppliers to consider when bidding on this Workstream. Keep in mind that this information will be visible to all suppliers, so avoid including sensitive details or property addresses. Use this space to help suppliers accurately quote your requirements. |
4. Once you have filled in all payment details, click on Order and Pay. This will create the inspection, and post it on the Workstreams Network for bidding.
Evaluating Bids and Selecting a Supplier
1. When your job is awaiting bids, a purple bar is present in the middle of the Inspection Details window, indicating the number of bids received.
2. To review bids, click the purple bar, or you can view and assess offers in the Bids tab under the Workstreams icon on your dashboard:
3. The system sends email notifications and updates your dashboard activity when bids are submitted.
4. Bids that come through will be listed under the job under the Bids tab.
Click on the Rating to view the Supplier's overall average, which includes Professionalism, Quality of Report, and Speed of Delivery.
5. Click the Review Bid button to see a detailed breakdown of the Supplier's offer.
If you are not happy with the offer, you can decline it by clicking the Decline Offer button.
If you would like to accept a bid, agree to the Workstreams Terms & Conditions and click Confirm and Pay:
💰 When accepting a bid, you will need to make the full payment upfront.
Inventory Base collects and holds your payment in escrow, confirming to the Supplier that they can proceed with the job on the scheduled date and time.
You can view the Workstreams terms here.
6. Once you accept a bid from a Supplier, the inspection will be assigned to them, and you will not be able to modify or access it.
7. The report will be returned to you in the Review state once the Supplier marks it as Complete. At that point, you can assess the inspection to ensure it’s ready to be marked as Complete on your end and sent to your client.
If you would like the Supplier to make any edits or updates after reviewing the report, click the Request Changes button.
🌟 Inventory Base provides built-in payment protection.
If your report is not completed to an acceptable standard, you are entitled to a refund. Additionally, if your chosen Supplier cannot fulfill the job for any reason, Inventory Base will help you find another supplier.
Becoming a Workstreams Supplier
As a Workstreams Supplier, you have the opportunity to connect with property managers looking to outsource inventory and check-out reports. You can access a steady stream of on-demand jobs while benefiting from Inventory Base’s vetting process, which boosts your credibility and ensures high-quality service delivery. This platform allows you to expand your client base and manage your workload flexibly.
To access and bid on local jobs through Inventory Base Workstreams, you must first submit an application form to join the supplier network.
When completing your application, please ensure you provide the following details:
Required Information | Details |
Primary Contact Details | Information for the main contact responsible for jobs, including name, email, mobile, and landline. |
Company Information | Brief bio and a link to a video pitch about your company. |
Insurance Cover Details | Upload proof of insurance coverage, including professional indemnity, public liability, and employer liability, along with a privacy policy URL. |
Education / Certifications / Accreditations | Details of your qualifications, associations, and any relevant endorsements, including association numbers if applicable. |
Service Coverage | Specify the areas you can service, availability, notice required, and types of services, including a sample report. |
Report Sample | A sample report produced using Inventory Base for each report type you intend to offer. Upload a PDF or select an existing report to demonstrate report quality. |
To ensure a smooth application process and help us evaluate your suitability as a supplier, please provide comprehensive and accurate information.
Once your application has been vetted and approved by the Inventory Base Workstreams admin team, you will receive instructions on how to access the complete guidance pack for suppliers.
1. Once your application is approved, available jobs to bid on will be displayed in the Offers tab under the Workstreams icon:
You will also receive an email notification for each offer that is available for you to bid on:
2. Click on the Review and Submit Bid button to view the job. You can select a specific pricelist to apply your pricing, or manually adjust the price you want to bid with in the first column.
💡 If you are unable to attend on the scheduled date, you can propose an alternative date.
💰 The system will also show you the net amount you will receive upon job completion.
For more details, you can check our Terms & Fees breakdown.
9. After the Buyer accepts your bid, the inspection will be assigned to you as Pending.
You need to assign this job to a Clerk in your account to conduct and complete the inspection.
💡 Buyers cannot modify or access the inspection while it’s assigned to you as the Supplier.
10. Once you finish the inspection report and are ready to send it back to the Buyer, mark it as Complete.
You will only have the option view the web report.
❗If the Buyer needs any edits or updates after reviewing the report, they can request changes from you.
11. Once the Buyer reviews the report and marks it as Complete on their side, the payment for the job will be released into the account you added to your Wallet.
Communication during your Workstreams job
We strongly advise both the Buyer and the Supplier to use the Internal Messaging option at the bottom of the inspection to discuss any aspects of the job.
Please refer to the Workstreams Guidance Manual for additional information.
Please try to keep all communication within this Message system, and log any notes from calls here too, so that you can keep a complete audit trail for compliance, support and dispute resolution.
Workstreams Contracts
Workstreams Contracts provides the ideal solution for connecting with leading inventory suppliers within the Inventory Base framework, allowing you to submit tenders for multiple jobs to a network of professionals.
The Workstreams Contacts feature is accessible to all approved Buyers and Suppliers in the Inventory Base Workstreams network.
Setting up your Workstreams Contract
Click on the Workstreams icon at the top right corner of your online dashboard > click on Contracts:
2. Click on Offer New Contract:
3. Add the contract details - you will need input the following information:
Description of the Contract
Start Date + End Date
Use your own branding or use the Supplier's branding
Add any specific documents
Expected Monthly volume of inspections
Enable/disable the inspection types you want to offer
Choose coverage areas:
Add additional price per area (furnished / unfurnished), and set your price for the property / inspection type:
Enter your payment details by selecting a card from your existing options or by adding new card information.
Once you've completed this step, you can accept the Terms & Conditions and click on Submit Contract:
💡 Once you have submitted your contact, all Workstreams Suppliers located within the coverage area(s) you selected in the contract will be notified on their dashboard.
4. Click on the blue AWAITING BIDS to the left of the contract to see any bids made by Suppliers:
5. You will then have the option to decline the bid, review the supplier's offer, or check any messages left by the supplier regarding this bid.
If needed, you can also cancel this contract using the button in the bottom right corner of the panel.
Any contracts that are cancelled will also be listed:
Contracts for Workstreams Suppliers
1. If a Workstreams contract is available to you as a Supplier, it will be displayed under the Workstreams tab on your online dashboard >> Contract Offers:
2. Click on the Review and Submit Bid to go through the contract. You can input your own prices, add notes that you want to leave for the Buyer, etc.
3. When you’re satisfied, click the Submit Bid button at the bottom of the contract:
Once you have submitted your contract bid, it will be sent back to the Buyer for review.
4. Any contracts that you have submitted a bid for will appear under your Contract Offers tab:
5. If you wish to withdraw a submitted bid for a contract, simply click the red Withdraw button.
You'll have the opportunity to provide feedback to the Buyer before finalising your withdrawal from the offer.
Workstreams Booking Forms
Inventory Base allows you to create a personalised booking form to share with clients or embed on your website. With your workstreams.me/ link, customers can easily book services, provide necessary details, and pay upfront, all backed by Inventory Base's built-in payment protection.
💡To access your booking form, you must be a Workstreams Supplier.
Please contact our Support Team to set up your booking form.