General Support Forum

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  1. Improve copy facility in the app

    allow existing information and items to be overwritten. Presently if you copy an item it adds this to a report without the facility to overwrite the existing item.

    12 votes
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      completed  ·  0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
    • Recording fair, wear and tear on check-out report

      On a check-out report the only way to show fair, wear and tear is by recording it as an 'action required' which it is not and marking responsibility as miscellaneous. A new field heading of 'fair wear and tear' is required with just ref and comments columns. Miscellaneous responsibilities is a contradiction as by definition responsibility should be by the individual ie tenant or landlord

      1 vote
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        0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

        This has never really been an ‘Action’ per se, it’s more of an observation which could be recorded alongside the condition.

        As a tip – you can bold and italicise words inline within the description and condition fields if you wanted to emphasise parts of the text… or if you really want to add it as an ‘Action’ just type it into the custom action text field below the 3 default options.

      • correct address spelling

        A clerk has mis-spelled an address, we have correct this on the 'property' but this does not populate on the inventory report (which is still open?

        1 vote
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          0 comments  ·  Properties  ·  Flag idea as inappropriate…  ·  Admin →

          The address will update across all the inspections for the property but any PDFs you’ve already downloaded will need to be refreshed to show the updated address.

          You can either re-open and re-complete the inspection to refresh the PDF, or contact support@inventorybase.com and let us know which addresses you need help with

        • Proof Sent emails

          Hi, if I send an email, is there a ''sent items'' area, and can I view that email at a later date i.e. is there any records of emailed activity? Thanks Andy

          1 vote
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Add a link to the manuals field

            When adding appliance serial numbers and info to the manuals option field enable a web link to the manuals PDF so that tenants can access the info if manuals have not been provided by the landlord / managing agent

            3 votes
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              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
            • Add a link to external EPC database

              We include the EPC info in our reports so would like a direct and automatic link from the PDF to the Governments EPC register so that tenants can access the EPC (or not!) if the landlord / managing agent does not provide the info

              3 votes
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                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • Add an observation summary

                Enable a clerk to highlight issues and assign photographs when preparing a report and provide an observation summary page as part of the final report.

                4 votes
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                  1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                • Allow photographs to be reassigned whilst still in the main body of the report

                  By allowing the photographs to be edited whilst viewing the text area of the online report it will be quicker and lessen the likelihood of mistakes and or having to constantly go back and forth from the upload tab

                  6 votes
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                    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add an 'Apply to..' function

                    It would be handy if there was a way to apply a condition or description to multiple items/rooms in one go. For instance if every wall in the property was 'White emulsion' it would save time if you could click 'Apply to..' and then have a tick list of the rooms (and items in that room) that it applies to.

                    34 votes
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                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                    • Add to check out?

                      Can we add a forwarding address section to the check out

                      Can we add the utility companies used to the check out too

                      1 vote
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →

                        You can add details like Utility Companies to the/a Checklist or Schedule of Condition item… same with the tenant address, however we also have a field for the Tenant to enter a forwarding address when signing online

                      • Tenant instruction

                        Include an instruction in the email that is sent to tenants, outlining what the report is (based on the type of report selected) its purpose, and a clear and concise instruction on what their next steps should be (i.e. read through the report, comment if they feel necessary and sign within 'X' number of days as chosen by the clerk - after which time no response is considered as approval to enable the report to be closed)

                        4 votes
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                          0 comments  ·  Clients  ·  Flag idea as inappropriate…  ·  Admin →

                          You could always do this from the final online report by clicking the Share button.

                          Now we’ve made it possible to do this right from the InventoryBase window. Once a report is marked Complete, click on the dropdown/down-arrow button to the right of ‘View Report’ and click ‘Share’

                          A dialog box will appear to type email addresses of recipients with a cover message

                        • add a function to block certain times or days as busy so clients can't book jobs for days you don't work on the online portal

                          There are some days or times we are unavailable to work and it would be useful to have the ability to block these times or dates as busy on the calendar so that clients using the online portal can see clearly the availability and don't attempt to book tasks into unavailable days.

                          11 votes
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                            4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • 1 vote
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Introduce a Subscription Between Business & Enterprise

                              The only extra feature I would like at the moment from the Enterprise level is the ability to customise and brand our reports. As we are still growing we really don't need all of the other additional features and storage but an eye catching and branded report would be brilliant. Perhaps introduce a level in between Business and Enterprise? The difference in £50 per month and £200 for needing only this feature is just too much but I would gladly pay something in between for branded reports.

                              49 votes
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                                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                              • Renaming a room

                                When editing a report on the PC after syncing the App, need the ability to change a room name.

                                1 vote
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                                  0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                • Provide proper invoicing with logo linked with invoices

                                  At present you have prices for jobs but a a pore invoicing

                                  Need to send customers invoicing with logo and able to edit invoices

                                  With an accounts package to see how much a customer has out standing

                                  6 votes
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                                    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

                                    What accounts package are you using? We already integrate with a number of existing cloud accounting packages, so we don’t want to reinvent the wheel too much. You can already have your logo and additional information on InventoryBase invoices however. Get in touch with support@inventorybase.com if you want to discuss further.

                                  • Setup a transcription service

                                    Setup a service where clerks recording and detailing inventories via a dictaphone can upload their recording for transcription straight into InventoryBase's report tool

                                    36 votes
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                                      3 comments  ·  Clerks  ·  Flag idea as inappropriate…  ·  Admin →

                                      You can now enable our built-in transcription service by clicking Settings and then toggle on the Transcription module.

                                      Every time you add an inspection you’ll be able to select if you want it dictated, which will add an extra ‘Processing’ step to your report workflow.

                                      Once submitted to the typing team, you’ll get a notification and email to alert you when it’s ready to review before sending on.

                                      Any questions email support@inventorybase.com

                                    • problem with app

                                      Hi, In the app it is showing as update available and has done fro some time now. It looks as though we are running v2.2

                                      There is no update available in the app store under updates. When i have looked at the app in the app store I can see that it is running v4.

                                      We really need to get it updated as it is glitchy and therefore causing us problems

                                      1 vote
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                        Hi Emma

                                        You need to install the one you find on the App Store, v4 (dark icon), and delete the one that you currently have (with a white icon)

                                        Further updates will come through normally via the Updates list once the new App is installed

                                      • change of email address

                                        How can we change the email address on our account

                                        1 vote
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                                          completed  ·  1 comment  ·  Login  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Legionella Risk Assessments

                                          Hi, was any progress made on the ability to create Legionella risk assessments, i might be wrong but sure i received an email a while back stating this could be happening ??

                                          1 vote
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                                            completed  ·  1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
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