If are an existing Acquaint customer, you can integrate your account with InventoryBase to seamless handle customer relations.

On Acquaint

To integrate your InventoryBase account with Acquaint, please navigate to your Acquaint account and follow the directions below:

In Acquaint click File > Third Party Authentication > Enter your InventoryBase account credentials (you only need to do this once) and Acquaint will then upload your property data on a daily basis. 

During the beginning of the day, Acquaint will upload any available, under offer and completed lettings properties to Inventory Base that haven't already been uploaded.

Using InventoryBase with Acquaint

Once an inspection is created using InventoryBase using the website or the app, when marked as Complete, this will trigger the report to be sent to Acquaint.

Acquaint will check and download inventory and inspection reports that have been marked as Completed within InventoryBase every half an hour. When Acquaint downloads new reports a Desktop Alert will be shown on the Users desktop. 

A Home Page Reminder is also displayed for 'InventoryBase - Reports To Review'.

When either the Desktop Alert or the Home Page Reminder is clicked the InventoryBase Reports screen will be displayed. 

This will show all downloaded reports that haven't been reviewed yet.

Double clicking on a row or clicking on the button in the Report field will load the PDF report. 

Clicking the Accept All button will mark all reports in the grid as accepted. 

The InventoryBase report will be stored against the Correspondence screen for the Property.

If you need any further support on the Acquaint integration, please contact Acquaint here 

 

Did this answer your question?