InventoryBase

Add sample reports to your account so the transcription team can use this as a guide when typing up your reports.

Transcription Samples

Learn how to embed a full width image such as a schematic or floorplan, or embed videos or 3D tours.

Media/3D Tour Block

See the previous Check In photo with the new Check Out photo on the expanded image.

Comparison Photos on Check Out Reports

Copy over sections from your current report into a new Standalone report or *merge your current reports' info into another template.

Copy/Merge Current Report Information into a New Report

Choose to display a summary overview of all the tenant comments left on an inspection at the end of the report.

Tenant Comments Summary on Reports

Choose to skip the numbering of a section on your inspection report.

Skip Reference Numbers on Report

As a quality assurance measure, Review Settings allows an inspection(s) to get reviewed by a Manager/Admin before completion.

Review Settings for Reports

Choose to hide any attachments from a section or item on your final report.

Hide Attachments on Report

Easily add identification markings to your images, such as a circle or square, to help identify issues for your inspection report.

Photo Annotations

There may be a time where you need to revoke access to a report link; here's how to remove report link access from your online dashboard.

Removing Report Link Access

This feature allows you to save a Section/Room which you have customised as a 'Preset Section', allowing you to add it back into any report.

Custom Section Presets

Set your inspections to close after a specific time, or choose to auto-close once all relevant signatures have been added to the inspection.

Auto-Close Inspections

Export specific data/fields from your reports back to store against your property and sync to third party software.

Sync Report Data Points

Display an audit trail overview of all the activity that occurred for an inspection at the end of a report.

Audit Trail Option for Reports

Assign a status to each section or room in your reports for clearer assessment and more efficient reporting.

Status Field for a Section/Room

Allow contacts to confirm inspections, or reschedule with desired new date and comments.

Confirmation Emails

Learn how to schedule future and recurring inspections for a property.

Inspection Scheduler

Configure your settings to send selected sections/rooms from your main report to your Client during the report lifecycle or when Complete.

Heads-Up Reports

You can attach PDF and Doc/DocX files to your report, and choose how and where it gets displayed on your report.

Embedding Documents to Inspection Reports

If you have a spreadsheet/csv file of all your Self Service/Live Inspections you can import them into InventoryBase in bulk.

Importing Self Service/ Live Inspections in Bulk

Simply defined, Conditional Logic is the idea that you can set rules, or conditions, that cause your process to change based on input.

Conditional Logic

Adding a new inspection

Assign inspections to 'First To Accept' - and let InventoryBase determine which clerk is notified to accept the Inspection first.

First to Accept Feature

Learn how to easily download images as a ZIP file from the uploads page of your inspection.

Export/Download Photos

Sync data from third party software or APIs, like Live weather conditions, building sensors, Land Registry data or your property software.

Sync Data from External Sources

Assigning a clerk

Learn how to use only the structure of a previous report when creating a new inspection.

Copying a Report Structure

Assigning a typist

Completing a Report

Viewing & Sharing Reports

Here are a few examples of what our system emails out at different points during your workflow process.

Inventory Base - Email Examples

A Guide to Check Outs

Updating notes and disclaimers

Using the new advanced Agenda on InventoryBase

Agenda Feature

Track and schedule tasks effectively using our new Work Order feature.

Create Work Order Inspections from Action Lists

Generate unique links to track who has opened, viewed and commented on a reports.

Sharing Unique Report Links For Contacts to Add their own Additional Comments

Internal (hidden) Rooms and Items on a Report

How to delete unwanted photos on the app and on the desktop

Deleting Photos and Attachments from a Report

Learn how to download your InventoryBase report as a CSV. file.

Exporting Reports to Spreadsheet

If you have a spreadsheet/csv file of all your Inspections you can import them into InventoryBase in bulk

Importing Inspections in Bulk

Examples of report types that can be created using InventoryBase

Inspection Types and How to Create Your Own

Custom fields allow you to store and search on inspection details

Adding additional data fields to your Inspections

Using the new advanced Calendar on InventoryBase

Calendar Feature

Two methods on how to manage HMO reports using InventoryBase

Completing reports for a HMO

Effectively oversee and address actions raised during completed inspections, ensuring timely notification to team members or contacts.

Advanced Actions and Notifications

Booking Inspections in Bulk

Adding Custom Options and Answer Sets  to a Report

Learn how to customise the different fields within the sections of template, allowing bespoke reporting for your business.

Customising Section / Room Fields

Set an arrival time for a clerk that is different from the conduct time

Adding a Clerk Arrival Time

Importing existing PDF reports

Learn how to organise and track key individuals related to each inspection, ensuring efficient communication and coordination.

Managing Your Contacts

Notify tenants and clients to confirm property visit dates and times automatically with our SMS option.

SMS Notifications for Inspections

Cancelling an Inspection

InventoryBase allows you to pull through existing data into a new report with ease

Copying An Existing Inspection

Copying an Existing Inspection from Another Property

Copying an Existing Inspection or Changing the Template After Starting a Report

Copying Photos from a Previous Report

Export a partial report you're working on to edit as a separate report.

Copy part of a report to a new report

Merging multiple reports together

How to change the report type and rename the title of an Inspection

Selecting the Report Type and Changing the Report Title

Delay notifications sent to Tenants and Clients until the appointment has been confirmed

Provisionally Booking an Inspection as TBC (To Be Confirmed)

Inventory Base's self-service inspection option allows the Landlord, Tenant, etc. to conduct property inspections independently via our app.

Self-Service Inspections

Creating a Report Using the App

Create reports entirely in your browser, or edit further online once you've synced them from your app

Editing reports online

Learn how to use the Inventory Base Transcription service for processing audio files into written reports

Using the Transcription Service

This article explains how to add a new room to a report and gives an overview of block types

Adding New Sections to Reports and Re-Ordering Rooms

Use InventoryBase's built-in Actions feature to flag issues throughout the property which are highlighted on the final report.

Flagging issues with Follow-up Actions Online

How to include 360 photos in your inspection reports

Embedding 360 Photos

Dictated reports and recorded audio notes can be transcribed right in InventoryBase's online report editor with built in audio playback.

Working from recorded audio dictations

Transcribe reports right within InventoryBase using your foot pedals to control audio playback

Setting up Foot Pedals for Audio Playback

How to restore/undelete sections, items, and/or photos that have been accidentally deleted from your inspection report.

How to Restore Deleted Inspection Data within InventoryBase

Creating a Template from an Inspection Report

The following article is to help you guide and instruct tenants on what to do after a receiving their report in an email.

Helping Tenants to Sign a Report Online

Adding Tenant Photos to the Final PDF Report

Generate a sample report from an existing inspection report

Generating a Sample Report

When customising the field option sets, you can set bespoke colours to help when conducting your report.

Custom Option Sets with Colours

This innovative tool combines traditional agendas with interactive mapping, offering users a visual representation of your inspections.

Agenda Maps

Empowers users with the ability to search for contacts effortlessly within their inspections list using names or email addresses.

Search Inspections by Contact Name or Email

With out latest feature update, you can now link your uploaded images to be associated with a specific action that you have flagged.

Linking an Image to an Action

Inventory Base simplifies inspection management by automatically incrementing inspection references with each subsequent inspection.

Auto-increment References for Inspections

Learn how to customise the specific item fields within the sections of template, allowing bespoke reporting for your business.

Customising Item Fields

Discover our latest gallery view enhancements, making it easier to browse and organise your inspection images and attachments.

Gallery View of the Report

Adelle Naidoo

Steve Rad

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