Summary
Learn how to review, edit and close an inspection report in Inspection Manager after it has synced from the Proptech Labs Property Manager app.
This article covers:
About completing an inspection report
After an inspection is synced from the Proptech Labs Property Manager app, it appears in Inspections with a Completed status. Before the report can be sent to the owner, the inspection must be reviewed and closed, moving it to Closed status.
Use the steps below to open the report, make any required changes, and close the inspection when it is ready.
Tip: Review the inspection report before selecting Close or Close & Email, as you may need to update comments, maintenance notes, area details or other report content first.
Open a completed inspection report
Use this process to locate the synced inspection and open it in edit mode.
Select Inspections from the left-hand menu
Locate the completed inspection
Use the Status and Date columns to help find the correct inspection if needed
Select the View Report drop-down to the right of the inspection
Select Edit
The inspection report opens in a new browser tab.
About editing the inspection report
When the report opens, you can review the inspection content and make updates before closing the inspection. You begin editing by selecting Edit at the top of the report. There are optional tools such as Summarise Report and Compare Report alongside the main report actions. The editor supports changes on the cover page, area-by-area report pages, and media pages.
Select Edit at the top of the screen
Review each page of the report
Update any fields, comments, actions or layout details as required
Any changes are saved automatically
When you have finished reviewing the report, select Done
Update the cover page details
The first page of the report contains the high-level inspection details and summary fields. Several fields on the first page can be edited. Some are automatically populated from the CMS; others are entered by the inspector during the inspection and can be reviewed or updated before the report is closed.
Open the first page of the report
Review the summary information and inspection details
Update any of these fields if required:
General comments
Recommended Maintenance
Overall Standard
Work to be carried out by Landlord
Work to be carried out by Tenant
Rent Review
If a lock icon appears instead of the edit pencil, it means the information cannot be edited in the report; it must be edited in the CMS.
Confirm the wording is accurate and ready to be shared with the landlord or owner
Tip: Use clear, factual language in these fields so the final report is easy for landlords and tenants to understand.
Update area pages, conditions and comments
The report also includes pages for property areas such as the bedroom, bathroom, kitchen and others, depending on the layout. Reports also include condition selections, inspector comments, asset sections, and area-level tools such as Generate Comments and New Asset.
Move through the report page by page
Review each property area listed in the report
Update the area details as needed, including:
The recorded condition or standard for the area
Any inspector comments
Tenant or landlord action items, where applicable
Asset information shown for the area
If an asset is missing, add a new asset where that option is available
If comments need to be revised, update the text to reflect the final inspection outcome
Note: The exact controls shown can vary depending on the inspection type and the report layout being used.
Review photos and media
Inspection photos and media should also be checked before the report is closed. Images are grouped by area.
Open the media sections of the report
Review the images attached to each area
Confirm the photos are attached to the correct area
Check that the images support the comments and condition notes recorded in the report
Update or correct any related comments if needed
If the property layout needs updating, you can edit it in the report editor, and the changes are reflected in the report once saved.
Close the inspection
Once the report has been reviewed and updated, close the inspection to move it from Completed to Closed status.
When you have finished reviewing the report, select Done
Select Close Inspection
Review the available closing options on the close screen
If needed, update the completion details shown on screen, such as:
Date of signature
Date inspection completed
If you want to send the report immediately, select Email now
Tip: Learn how to email an inspection report to one or more landlords from the report view in Inspection Manager.
Select Close Inspection to finalise the report
The screen refreshes after the inspection is closed.
What happens after the inspection is closed
After the inspection is successfully closed, the interface refreshes and shows a confirmation message that the inspection is now closed.
Available options:
Re-open
Send
Download
Print
Launch tenant view
Close this window
At this point, the report is closed and ready for any next steps required by your agency workflow.