Managing Inspections

Course Overview

This Intermediate Training Course provides clients with an understanding of core PropertyBoss concepts and features related to Inspections. Taught in a one-on-one web based format, the course is designed to enable clients to set up inspection templates, assign inspections and track the status, condition, charges, and print inspections for tenants and property managers.

Course Outline

Setting Up Inspection Preferences

• Creating Inspection templates
• Editing additional Inspection information (assigning templates, default settings, and descriptions)
• Create repeating Inspections (annual, semi-annual, monthly, etc.)

Inspections

• Creating a new Inspection
• Completing Inspection Information
• Completing Details
• Viewing History
• Adding Media
• Adding Related/Unrelated Call Logs, Work Orders, and Inspections

Tracking Condition and Charges

• Track Move-in or Move-out condition
• Enter charges for repairs
• Create repair Work Orders

Printing Inspections and Merlin Reports

• Printing Inspection forms or Condition Reports
• Modifying Inspection Merlin to Create Custom Reports
• Email Inspections to assigned contacts

Course ID: SvcEdWeb23

This Intermediate Training Course provides clients with an understanding of core PropertyBoss concepts and features related to Creating reports and letters that are user-defined and company specific. Taught in a one-on-one web based format, the course is designed to enable clients to create user-defined reports, customize letters and box scores, as well as define report groups.