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Inspections
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67 articles in this collection
Written by
Steve Rad,
James,
Robb
and 1 other
Media/3D Tour Block
Learn how to embed a full width image such as a schematic or floorplan, or embed videos or 3D tours.
Written by
Adelle Naidoo
Updated over a week ago
Copy/Merge Current Report Information into a New Report
Copy over sections from your current report into a new Standalone report or *merge your current reports' info into another template.
Written by
Adelle Naidoo
Updated over a week ago
Side-by-side Comparison Photos
View the images from your Check In inspection on your Check Out report for a side-by-side comparison.
Written by
Adelle Naidoo
Updated over a week ago
Import Contacts from Property
Easily import the contacts listed for a property to an existing inspection report.
Written by
Adelle Naidoo
Updated over a week ago
Custom Block Presets
This new feature allows you to save a Block/Room which you have customised as a 'Preset Block', allowing you to add it back into any report.
Written by
Adelle Naidoo
Updated over a week ago
Auto-Close Inspections
Set your inspections to close after a specific time, or choose to auto-close once all relevant signatures have been added to the inspection.
Written by
Adelle Naidoo
Updated over a week ago
Sync Report Data Points
Export specific data/fields from your reports back to store against your property and sync to third party software.
Written by
Adelle Naidoo
Updated over a week ago
New Section Status Field
This useful feature allows you to configure the status of each section/block in your report.
Written by
Adelle Naidoo
Updated over a week ago
Inspection Scheduler
One of our most useful features - learn how to schedule future and/or recurring inspections for a property.
Written by
Adelle Naidoo
Updated over a week ago
Option to Confirm Inspections
How to ensure that inspections appointments are confirmed by all parties before being scheduled.
Written by
Adelle Naidoo
Updated over a week ago
Embedding Documents to Inspection Reports
You can attach PDF and Doc/DocX files to your report, and choose how and where it gets displayed on your report.
Written by
Adelle Naidoo
Updated over a week ago
Importing Self Service/ Live Inspections in Bulk
If you have a spreadsheet/csv file of all your Self Service/Live Inspections you can import them into InventoryBase in bulk.
Written by
James
Updated over a week ago
Conditional Logic
Written by
Adelle Naidoo
Updated over a week ago
Adding a new inspection
Written by
Steve Rad
Updated over a week ago
First to Accept Feature
Assign inspections to 'First To Accept' - and let InventoryBase determine which clerk is notified to accept the Inspection first.
Written by
James
Updated over a week ago
Export/Download Photos
Learn how to easily download images as a ZIP file from the uploads page of your inspection.
Written by
Adelle Naidoo
Updated over a week ago
Assigning a clerk
Written by
James
Updated over a week ago
Sync Data from External Sources
Sync data from third party software or APIs, like Live weather conditions, building sensors, Land Registry data or your property software.
Written by
Adelle Naidoo
Updated over a week ago
Assigning a typist
Written by
James
Updated over a week ago
Copying a Report Structure
Learn how to use only the structure of a previous report when creating a new inspection.
Written by
Adelle Naidoo
Updated over a week ago
Completing a Report
Written by
James
Updated over a week ago
Viewing & Sharing Reports
Written by
Steve Rad
Updated over a week ago
A Guide to Check Outs
Checking out tenants with InventoryBase
Written by
James
Updated over a week ago
Updating notes and disclaimers
Written by
James
Updated over a week ago
Agenda Feature
Using the new advanced Agenda on InventoryBase
Written by
James
Updated over a week ago
Create Work Order Inspections from Action Lists
Track and schedule tasks effectively using our new Work Order feature.
Written by
James
Updated over a week ago
Sharing Unique Report Links For Contacts to Add their own Additional Comments
Generate unique links to track who has opened, viewed and commented on a reports.
Written by
James
Updated over a week ago
Internal (hidden) Rooms and Items on a Report
Hiding rooms for the final report report
Written by
James
Updated over a week ago
Deleting Photos and Attachments from a Report
How to delete unwanted photos on the app and on the desktop
Written by
James
Updated over a week ago
Exporting Reports to Spreadsheet
Learn how to download your InventoryBase report as a CSV. file.
Written by
James
Updated over a week ago
Importing Inspections in Bulk
If you have a spreadsheet/csv file of all your Inspections you can import them into InventoryBase in bulk
Written by
James
Updated over a week ago
Inspection Types and How to Create Your Own
Examples of report types that can be created using InventoryBase
Written by
James
Updated over a week ago
Adding additional data fields to your Inspections
Custom fields allow you to store and search on inspection details
Written by
James
Updated over a week ago
Calendar Feature
Using the new advanced Calendar on InventoryBase
Written by
James
Updated over a week ago
Completing reports for a HMO
Two methods on how to manage HMO reports using InventoryBase
Written by
James
Updated over a week ago
Advanced Actions and Notifications
A new feature designed to manage actions raised on completed inspections and notify specific team members or teams
Written by
James
Updated over a week ago
Booking Inspections in Bulk
Written by
James
Updated over a week ago
Adding Custom Options and Answer Sets to a Report
Written by
James
Updated over a week ago
Add Custom Fields/Sections to a Report
Written by
James
Updated yesterday
Adding a Clerk Arrival Time
Set an arrival time for a clerk that is different from the conduct time
Written by
James
Updated over a week ago
Importing existing PDF reports
Written by
James
Updated over a week ago
Adding Contacts and Recipients
Written by
James
Updated over a week ago
Sending SMS Notifications
Notify tenants and clients to confirm property visit dates and times automatically
Written by
Steve Rad
Updated over a week ago
Cancelling an Inspection
Written by
James
Updated over a week ago
Copying An Existing Inspection
InventoryBase allows you to pull through existing data into a new report with ease
Written by
James
Updated over a week ago
Copying an Existing Inspection from Another Property
InventoryBase allows you to pull through existing data into a new report with ease
Written by
James
Updated over a week ago
Copying an Existing Inspection or Changing the Template After Starting a Report
InventoryBase allows you to pull through existing data into a new report with ease
Written by
James
Updated over a week ago
Copying Photos from a Previous Report
Written by
James
Updated over a week ago
Copy part of a report to a new report
Export a partial report you're working on to edit as a separate report.
Written by
Steve Rad
Updated over a week ago
Merging multiple reports together
Written by
Steve Rad
Updated over a week ago
Selecting the Report Type and Changing the Report Title
How to change the report type and rename the title of an Inspection
Written by
James
Updated over a week ago
Provisionally Booking an Inspection as TBC (To Be Confirmed)
Delay notifications sent to Tenants and Clients until the appointment has been confirmed
Written by
James
Updated over a week ago
Assigning Self Service Reports to Tenants, Owners or Third-parties
Written by
James
Updated over a week ago
Creating a Report Using the App
Written by
Steve Rad
Updated over a week ago
Editing reports online
Create reports entirely in your browser, or edit further online once you've synced them from your app
Written by
Steve Rad
Updated over a week ago
Using the Transcription Service
Learn how to use the InventoryBase Transcription service for processing audio files into written reports
Written by
Steve Rad
Updated over a week ago
Adding New Sections to Reports and Re-Ordering Rooms
This article explains how to add a new room to a report and gives an overview of block types
Written by
James
Updated yesterday
Using the Dictionary Online
Auto-complete your observations in a tap, using your own personally customisable dictionary to complete reports faster.
Written by
James
Updated over a week ago
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.
Written by
James
Updated over a week ago
Embedding 360 Photos
How to include 360 photos in your inspection reports
Written by
Robb
Updated over a week ago
Working from recorded audio dictations
Dictated reports and recorded audio notes can be transcribed right in InventoryBase's online report editor with built in audio playback.
Written by
James
Updated over a week ago
Setting up Foot Pedals for Audio Playback
Transcribe reports right within InventoryBase using your foot pedals to control audio playback
Written by
Steve Rad
Updated over a week ago
Restoring Deleted Rooms, Items, and Photos
How to undelete rooms, items, and photos that have been accidentally deleted from the report
Written by
Robb
Updated over a week ago
Creating a Template from an Inspection Report
Written by
Robb
Updated over a week ago
Helping Tenants to Sign a Report Online
The following article is to help you guide and instruct tenants on what to do after a receiving their report in an email.
Written by
James
Updated over a week ago
Adding Tenant Photos to the Final PDF Report
Written by
James
Updated over a week ago
Generating a Sample Report
Generate a sample report from an existing inspection report
Written by
Robb
Updated over a week ago