Getting Started
To create an inspection you will need to have properties & units added.
Also, before adding an inspection you must first create an inspection template.
In the top left corner click on the 3 lined icon
Click on the Inspection tab from the the list
Click the orange "+" sign
Due Date (date the inspection must be completed by)
Property (click the arrow then select a property from the drop-down list)
Unit (if the property is not a single family home you will have to click on the arrow then select a unit from the drop-down list)
Template (select a template from the drop-down list)
If you have not created an inspection template you will need to do so before adding an inspection.
Category
Type (select one of the options Move-In, Pre-Inspection, Move-Out, Annual, One- Time, and Other)
Assign To (Select a user you want to assign the inspection to)
Area (ie: front hallway, roof, entry way with a property)
Severity (Low, Medium, High, Critical)
Title
Description
Select the contacts you want to notify, then click ADD
Wondering about the notifications that PM Toolbelt sends out? Click here.
