Inspections

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

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

Assigning a clerk

Written by James
Updated over a week ago

Assigning a typist

Written by James
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

Export Report Data into a Spreadsheet

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

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

Adding Custom Advanced Blocks and Sections to a Report

Written by James
Updated over a week ago

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 and 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 over a week ago

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