Creating Your First Property Inspection Report using Inspect & Cloud
Автор: Inspect and Cloud
Загружено: 2013-08-19
Просмотров: 749
Описание:
http://inspectandcloud.com
Your First Property Inspection
Hi, and thanks again for using Inspect & Cloud. Hopefully, you've had a chance to poke around with the product a bit, but just in case, I wanted to walk you through some best practices for creating your first property inspection report.
To get started, you'll wanted to pull up inspectandcloud.com.
From the Homepage, you can click on the "Login" link in the top right hand corner.
Enter your login credentials and password, then click the Login button.
This will take you to the main Inspect and Cloud web dashboard.
From this screen you can:
Add/Manage Inspectors
Add/Assign Properties
Access and Edit your Inspection Reports
See all scheduled inspections in Map View
View a Calendar Overview of all scheduled inspections and assignments
And alter your account Settings
To get started, let's take a look at the Add/Manage Inspectors area:
If you're just getting started, you'll probably only see yourself listed as the Master Inspector.
Master Inspector means that you have access to view all inspections and assign property inspections to sub-inspectors.
If you are going to have multiple inspectors in the field doing inspections for you, this is the area you would add them.
Just select — Add Inspector
Then fill out the recommended fields and credentials.
Under inspector type you can set each inspector as a master inspector, which gives them access to view ALL inspection reports, or a Sub-Inspector, which means they only have access to properties that have been assigned to them by a Master Inspector.
Once you click, Submit, an email will be sent to the new inspector with their login credentials.
As you can see, they've been added to your Inspector List.
Next, we'll want to add a property for inspection. We can do that from this screen, by selecting "Add Property"
Or, we can navigate back to the dashboard, and Click on Add/Assign Property.
The Manage Properties section of the Inspect & Cloud web application shows you all of the properties that are currently scheduled for inspection, who they are assigned to, and the status of each property.
To add a new property, we simply select "Add Property" in the top right of the screen:
Here we are prompted to enter a Property Name, which might be the Apartment Complex, Building Name, or Commonly Used Name in Referencing a Property (like. the Bateman Estate).
Then we enter the Property Owner Name and Email address, inspection type, which can be classified as:
Ingoing, Outgoing, Routine, or Exit Inspection
And whether this is an recurring inspection or not.
This option allows us to set a recurring inspection annually, semi-anually, or weekly, bi-weekly, and monthly for use in vacation and other short term rental properties.
By deselecting this box, I defer to a one time inspection report for this property.
Under the "Inspector" option, I can easily assign this property to any of my current inspectors.
Then enter the full property address. For properties in rural areas, or countries that have limited Google Maps support, select the Longitude/Latitude option to list map coordinates as opposed to the standard property address.
Now, I can select the inspection date and time of appointment, which will update in the assigned inspector's mobile property list and calendar mode.
I also have the option to include any gate or security access codes for an inspector to use.
And finally, I notate how many bedrooms, baths, and which rooms I want to have inspected. If I wish to have the entire property inspected, I simply select the "All" checkbox.
Then hit "Submit" and we can now see this property under our Manage Properties page with a current status of "Pending"
From here, it's time to move from the Inspect & Cloud web application to the mobile application to complete the inspection.
First, I'll pull out my mobile device and login via the Inspect & Cloud mobile app.
Once logged in, I can select "Inspection List" to see all property inspections that have been assigned to my account.
You can see that the property we just entered in the web application is now showing in our mobile inspection list.
I can view this list in list view, map view, or calendar view (where the number of inspections on any given day is indicated by the number of dots beneath the calendar date).
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