Interactive Demo

Inspection Schedules v2 allows Maintenance Admins to create and manage your inspection schedules across your entire portfolio - in one place.

How to access Inspection Schedules

• Go to settings in the top right corner

  

• Navigate to templates in the left navigation panel.

  

How to set up Inspection Schedules

• Choose the template for which you want to create a schedule.
• Ensure the template is shared with the properties you want the schedules to apply to.

💡 Note that each schedule applies to ALL the properties the template is SHARED with. If you need different schedules for different properties using the same template, you can create duplicate templates with distinct names and then create new schedules that match these template names. This will allow you to have different inspection schedules for different properties using the same template.

How to create a Schedule

• Go to template schedules, click edit, and then add schedule.

  

• Name the schedule

• Specify the floor plans to include/exclude. Utilize this option to run your Schedule on Units and exclude Common Areas (or vice versa) or pinpoint specific floorplans.

Example 1: Create an Inspection schedule for all Units but no Common Areas.

• You can do this by including all unit-specific floorplans:
  • 1x1, 2x1, 2x2, etc. (Inspections will ONLY be scheduled for these floorplans)
• OR, you can exclude Common Area specific floorplans:
  • Common Area, Swimming Pool, Gym (Inspections will be scheduled for EVERYTHING BUT these floorplans)

Example: Combine rules to pinpoint specific floorplans

• You can include 2x2 floorplans but exclude "penthouse" floorplans, which will cteate inspections for all 2x2 units except penthouses.

💡 Your Common Areas will need a "floorplan" specified in Property > Units & Areas to be able to include or exclude from an Inspection Schedule.

How to set Inspection Frequency

• Choose the frequency of inspections (e.g. the first or last day of a period, a specific day of the month, or a specific interval).

• Set the start date (when you want the Schedule to start)

• Set availability of inspections before the due date. This allows Inspections to be seen and completed before their due date.

• Determine when the schedule should end (recurring, specific date, or maximum number of times).

  

Additional Settings

• You can opt to expire the inspection after the due date. This is recommended for Schedules with short recurrences (every day or week) to keep the Inspections in your Inspection List to the most recent.
• To make your Schedule live, enable the schedule and save the settings.

💡 Be cautious when enabling a schedule, as it may create multiple inspections across multiple properties.

E.g. if an Inspection Schedule is created for all units across 20 properties, each containing 100 units, that's 2,000 inspections!

Managing Schedules

• You can Edit schedules as needed from the Schedules sidebar.

  

• You can disable schedules by clicking Edit and toggling the enable schedule option in the Schedule Detail at any time.

💡 If a Schedule is disabled, the Inspections created by the schedule will remain in your Inspection List, but no further Inspections will be created.