Summary
Learn how to email an inspection report to one or more landlords from the report view in Inspection Manager.
This article covers:
About emailing inspection reports to landlords
In Inspection Manager, you email an inspection report from the report view after selecting View Report for an inspection.
The steps differ slightly depending on whether the inspection is in Closed status or Completed status, so this article separates the workflows.
Before you start
The report opens in a new browser tab, so allow pop-ups if needed
If you need to email additional landlords, ensure they are already added to the property profile. The email screen can only select from landlords linked to the property
Open the inspection report (completed or closed)
You must open the report first, then choose the relevant email action from within the report tab.
Go to: Inspections
Find the inspection with Completed or Closed status
Select View Report
In the new browser tab, review the report to confirm all information is correct
Email a report for a closed inspection
When an inspection is already closed, you can email the report using the Resend option in the report toolbar.
With the report open, select Resend at the top
If you need to email more than one landlord, select + New Email to add another email section
Open the Existing Landlords drop-down and tick the landlord or landlords you want to email
(Optional) Choose an Email Template (if available)
In Send email from, select who the email should come from (details in the next section)
Select Send Email
Tip: If you only need to email one landlord, you can skip + New Email and just email the default landlord recipient.
Email a report for a completed inspection
If an inspection is in Completed status, you may need to close it first. Closing displays the panel where you set the dates and trigger the email action.
With the report open, select Close Inspection
Select the Date of Signature
Select the Date Inspection Completed
Select Send
Continue with the email steps:
(Optional) Select + New Email to add another email section
Open Existing Landlords and tick additional landlords to include
(Optional) Select an Email Template
Choose an option in Send email from
Select Send Email
Choose who to send the email from
The Send email from setting controls the sender shown to the landlord.
In Send email from, select one of the following options:
Me - Sends from the email address associated with your own login
Property Manager(s) - Sends from the property manager assigned to the property in Inspection Manager (useful when an assistant emails on behalf of the property manager)
Select A User - Sends from another user in your office. A second drop-down appears to select the user
Office Email - Sends from an office email saved in your office CMS settings. A second drop-down appears to select the office email user
Tip: If you are unsure whether your office email has been configured, check the settings before using this option.