Inspections

Steve Rad avatar James avatar Robb avatar +1
59 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.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated today

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.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated today

Sync Report Data Points

Export specific data/fields from your reports back to store against your property and sync to third party software.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated in the last hour

New Room Status Field

This useful feature allows you to configure the status of each room/block in your report.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated in the last hour

Auto-pilot Inspection Schedules

One of our most useful features - learn how to schedule future and/or recurring inspections for a property.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated in the last hour

Option to Confirm Inspections

How to ensure that inspections appointments are confirmed by all parties before being scheduled.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated in the last hour

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.
Adelle Naidoo avatar
Written by Adelle Naidoo
Updated in the last hour

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
James avatar
Written by James
Updated in the last hour

Adding a new inspection

Steve Rad avatar
Written by Steve Rad
Updated in the last hour

First to Accept Feature

Assign inspections to 'First To Accept' - and let InventoryBase determine which clerk is notified to accept the Inspection first.
James avatar
Written by James
Updated in the last hour

Assigning a clerk

James avatar
Written by James
Updated in the last hour

Assigning a typist

James avatar
Written by James
Updated in the last hour

Completing a Report

James avatar
Written by James
Updated in the last hour

Viewing & Sharing Reports

Steve Rad avatar
Written by Steve Rad
Updated in the last hour

A Guide to Check Outs

Checking out tenants with InventoryBase
James avatar
Written by James
Updated in the last hour

Updating notes and disclaimers

James avatar
Written by James
Updated in the last hour

Agenda Feature

Using the new advanced Agenda on InventoryBase
James avatar
Written by James
Updated in the last hour

Create Work Order Inspections from Action Lists

Track and schedule tasks effectively using our new Work Order feature.
James avatar
Written by James
Updated in the last hour

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.
James avatar
Written by James
Updated in the last hour

Internal (hidden) Rooms and Items on a Report

Hiding rooms for the final report report
James avatar
Written by James
Updated in the last hour

Deleting Photos and Attachments from a Report

How to delete unwanted photos on the app and on the desktop
James avatar
Written by James
Updated in the last hour

Exporting Reports to Spreadsheet

Learn how to download your InventoryBase report as a CSV. file.
James avatar
Written by James
Updated today

Importing Inspections in Bulk

If you have a spreadsheet/csv file of all your Inspections you can import them into InventoryBase in bulk
James avatar
Written by James
Updated in the last hour

Inspection Types and How to Create Your Own

Examples of report types that can be created using InventoryBase
James avatar
Written by James
Updated in the last hour

Adding additional data fields to your Inspections

Custom fields allow you to store and search on inspection details
James avatar
Written by James
Updated in the last hour

Calendar Feature

Using the new advanced Calendar on InventoryBase
James avatar
Written by James
Updated in the last hour

Completing reports for a HMO

Two methods on how to manage HMO reports using InventoryBase
James avatar
Written by James
Updated in the last hour

Advanced Actions and Notifications

A new feature designed to manage actions raised on completed inspections and notify specific team members or teams
James avatar
Written by James
Updated in the last hour

Booking Inspections in Bulk

James avatar
Written by James
Updated in the last hour

Adding Custom Options and Answer Sets to a Report

James avatar
Written by James
Updated in the last hour

Adding Custom Advanced Blocks and Sections to a Report

James avatar
Written by James
Updated in the last hour

Adding a Clerk Arrival Time

Set an arrival time for a clerk that is different from the conduct time
James avatar
Written by James
Updated in the last hour

Importing existing PDF reports

James avatar
Written by James
Updated in the last hour

Adding Contacts and Recipients

James avatar
Written by James
Updated in the last hour

Sending SMS Notifications

Notify tenants and clients to confirm property visit dates and times automatically
Steve Rad avatar
Written by Steve Rad
Updated in the last hour

Cancelling an Inspection

James avatar
Written by James
Updated in the last hour

Copying An Existing Inspection

InventoryBase allows you to pull through existing data into a new report with ease
James avatar
Written by James
Updated in the last hour

Copying an Existing Inspection from Another Property

InventoryBase allows you to pull through existing data into a new report with ease
James avatar
Written by James
Updated in the last hour

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
James avatar
Written by James
Updated in the last hour

Copying Photos from a Previous Report

James avatar
Written by James
Updated in the last hour

Copy part of a report to a new report

Export a partial report you're working on to edit as a separate report.
Steve Rad avatar
Written by Steve Rad
Updated in the last hour

Merging multiple reports together

Steve Rad avatar
Written by Steve Rad
Updated in the last hour

Selecting the Report Type and Changing the Report Title

How to change the report type and rename the title of an Inspection
James avatar
Written by James
Updated in the last hour

Provisionally Booking an Inspection as TBC (To Be Confirmed)

Delay notifications sent to Tenants and Clients until the appointment has been confirmed
James avatar
Written by James
Updated in the last hour

Assigning Self Service Reports to Tenants and Third-parties

James avatar
Written by James
Updated in the last hour

Creating a Report Using the App

Steve Rad avatar
Written by Steve Rad
Updated in the last hour

Editing reports online

Create reports entirely in your browser, or edit further online once you've synced them from your app
Steve Rad avatar
Written by Steve Rad
Updated in the last hour

Using the Transcription Service

Learn how to use the InventoryBase Transcription service for processing audio files into written reports
Steve Rad avatar
Written by Steve Rad
Updated in the last hour

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
James avatar
Written by James
Updated in the last hour

Using the Dictionary Online

Auto-complete your observations in a tap, using your own personally customisable dictionary to complete reports faster.
James avatar
Written by James
Updated in the last hour

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.
James avatar
Written by James
Updated in the last hour

Embedding 360 Photos

How to include 360 photos in your inspection reports
Robb avatar
Written by Robb
Updated in the last hour

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.
James avatar
Written by James
Updated in the last hour

Setting up Foot Pedals for Audio Playback

Transcribe reports right within InventoryBase using your foot pedals to control audio playback
Steve Rad avatar
Written by Steve Rad
Updated in the last hour

Restoring Deleted Rooms, Items, and Photos

How to undelete rooms, items, and photos that have been accidentally deleted from the report
Robb avatar
Written by Robb
Updated in the last hour

Creating a Template from an Inspection Report

Robb avatar
Written by Robb
Updated in the last hour

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.
James avatar
Written by James
Updated in the last hour

Adding Tenant Photos to the Final PDF Report

James avatar
Written by James
Updated in the last hour

Generating a Sample Report

Generate a sample report from an existing inspection report
Robb avatar
Written by Robb
Updated in the last hour