Advice and answers from the InventoryBase Team

Search results for:actions

Property Actions

This convenient feature allows you to view the actions flagged across all inspections for a specific property… Under the Actions tab, you will see the list of actions that were flagged on any inspections listed under… Click on the Manage Property Actions button to add actions to the property directly: 3

Customising Actions

If you're going to regularly use additional actions, or you want to customise what Actions you can select… the same item), and choose if Actions appear on the full report or only the 'Actions only' report… the Actions tab under Settings

Advanced Actions and Notifications

Effectively oversee and address actions raised during completed inspections, ensuring timely notification to team members or contacts… Enabling this notification will automatically generate a custom Actions report grouped with the Actions… You can read an overview on actions here

Flagging issues with Follow-up Actions Online

Use InventoryBase's built-in Actions feature to flag issues throughout the property which are highlighted on the final report… Customising Actions Default actions provided by InventoryBase include Needs Cleaning, Needs Maintenance… If you wish to customise your default, selectable Actions list, you can navigate to Settings > Actions

Flagging issues with Follow-up Actions on The App

Use InventoryBase's built-in Actions feature to flag issues throughout the property which are highlighted on the final report… Customising Actions Default actions provided by InventoryBase include Needs Cleaning, Needs Maintenance… If you wish to customise your default, selectable Actions list, you can navigate to Settings > Actions

Integrating InventoryBase with Fixflo

Utilising InventoryBase’s Actions facility and transferring issues to your Fixflo account to allocate to contractors and resolve… tab to customise when actions are sent, what actions are sent and how to group the actions… Once you have integrated, click on the Settings option to customise when actions are sent, what actions

Linking an Image to an Action

With out latest feature update, you can now link your uploaded images to be associated with a specific action that you have flagged… How to associate images to a specific action?… Navigate to your Settings on your online dashboard >> click on Reports >> scroll down to 'Actions and

Create Work Order Inspections from Action Lists

Further down the Actions page, you will find the option add prices to any Actions flagged in the report… You can read an overview on Advanced Actions here… you have flagged, head to the Actions tab of the Inspection. 2

Integrating InventoryBase with MRI Sales & Lettings

Where to find the Inventory Base inspection (PDF) and Actions on your MRI Sales & Lettings account:… this inspection, you will need to hover your cursor over the specific tab: If you click on the Actions… List on the right panel, you will then see all the actions that were flagged for this specific inspection

Integrating InventoryBase with SME Professional

Syncing actions back to SME Professional… Sending your reports/actions to SME Professional… With the SME Professional integration, you can automatically sync any actions flagged on your reports