This is a feature add on; please speak with our sales team for more information and to enable on your account.
The Reapit Group is a property software provider of CRM and property management solutions specialising in the residential real estate sector. The integration between Inventory Base and Reapit works by syncing your properties from your Reapit account into Inventory Base.
Please Note: The Reapit integration only works at account level and you can do this either on your Inventory Base or Reapit account.
On Reapit:
Navigate to your Reapit software and follow the directions below:
On the left-hand side, select Apps, and click on Inventory Base followed by INSTALL APP
Scroll and read through the Terms, and select Confirm
The following pop up will then appear once successful, from here head to your Inventory Base account
On InventoryBase:
Navigate to the Settings tab on your online dashboard > Integrations > scroll down to Reapit > click on the blue 'Connect Reapit':
From here, enter in your Reapit credentials:
Once logged in, your InventoryBase has now been successfully been integrated and you should see the connect button turn yellow, with some additional options shown below:
Syncing properties and appointments
Reapit has many different property types and several statuses that users can customise on their account, so may differ on your what you see below, but will allow you to choose which property types to keep in sync with InventoryBase. Landlords are imported when importing properties
You can also edit which appointment types will be automatically created on InventoryBase. Everything other than Inventory, Check In and Check Out will be synced as a 'Standalone Inspection' report type with the custom report title. Landlords and tenants are imported when importing appointments
If you have setup templates to apply to specific inspection types, these will automatically be applied.
Properties are synced daily at 3am and Appointments are synced daily at 4am.
Syncing Contacts
Landlords and any current tenancy will be included on properties sync'd over to InventoryBase, so they can be automatically sent the report when marked complete. You can control which notifications contacts receive by clicking Manage on the Contacts section of a property on InventoryBase:
Current tenants will also be included when properties are sync'd to from Reapit to InventoryBase; however, customers should manage contact data from within Reapit. Editing/deleting them on InventoryBase will only lead to those changes being overwritten each time we sync from Reapit.
Assigning reports to Team members
If you have assigned a Negotiator/Attendee to the appointment on Reapit, providing they exist in your Team on InventoryBase, with the same email address, they will be automatically assigned to the inspection.
If not, you will need to manually assign the report to someone within InventoryBase, or managers can self-assign.
Syncing reports back to Reapit
Once you or your assigned inspector marks the report complete, InventoryBase will automatically generate a PDF copy and upload this to the Property Documents on Reapit, as well as create the associated journal entries.
*NEW*
Import your Reapit External Providers as Approved Suppliers on your Inventory Base account.
We've started taking external providers (other agents/companies) from Reapit into account when importing appointments.
If an appointment has another agent with a name matching an Approved Supplier on your Inventory Base account, our system will match them and assign that Approved Supplier to the imported inspection.
