The integration between InventoryBase and SME Professional works by syncing your properties from your SME Professional account into InventoryBase. When an Inspection is created and completed on InventoryBase, the following information is then synced back to your SME Professional account:
- Conduct Date
- PDF report url
- Web report url
To set up the Integration, follow these steps:
- Navigate to Settings > Integration > Connect SME Professional on your InventoryBase account
- Enter in the relevant information (you may need to contact SME Professional to retrieve this)
- Once you have entered this information, it will then ask if you would like to Skip or Sync properties and contacts
Once integrated, InventoryBase will check for any new properties everyday at 5am. If you need a property to be added immediately, select Sync Property And Contacts on the integration page (Settings > Integrations > SME Professional) to sync instantly.
Once the report has been completed on InventoryBase, it will append the report URL and report actions to the appointment comments on SME Professional.