Summary
Before starting an inspection, learn how Inspection Manager works between the CMS and mobile app, including where inspections are created, how to refresh the app for the latest data, and what occurs after syncing a completed inspection back to the CMS.
About the Inspection Manager workflow
Inspection Manager operates in two parts: the CMS, where inspections are created and managed, and the mobile app, where inspections are completed and then synced back to the CMS. (CMS > App > CMS). Depending on your office setup, inspections may be created automatically through an integration or manually in the CMS.
Step 1: Check that the inspection exists in the CMS
Before you open the inspection in the app, ensure it has already been created in the CMS. If your office does not use an integration, you may need to create the inspection manually.
Open the CMS
Find the property you want to inspect
Confirm that the inspection has been created for that property
If your office does not use an integration, create the inspection manually in the CMS
Step 2: Refresh the inspection list in the app
The app does not automatically download newly created or updated inspections. To see the latest information from the CMS, you need to manually refresh the inspection list.
Open and sign in to the Proptech Labs Property Manager app
Go to the Inspections list screen
Pull down on the inspection list until it refreshes
Alternatively, sign out and sign back into the app
Check that the inspection now appears in the list
Note: Refreshing the inspection list can also update other information from the CMS, such as inspection changes, predictive phrases, and photo limit settings.
Tip: If the inspection does not appear after refreshing, check in the CMS that it has been created and assigned correctly.
Step 3: Complete the inspection in the app
Once the inspection appears in the app, you can open it and complete it on your mobile device. Before you begin, you can review the property details from the property profile screen.
Tap the inspection in the app
Review the property information on the property profile screen
Tap 360 Inspection or Standard Inspection to begin
Complete the inspection details for each area as needed
When finished, tap Sync Now or Sync Later
Step 4: Sync the inspection back to the CMS
After you complete the inspection in the app, sync it to send the completed data back to the CMS. Once the sync is complete, you can return to the CMS to review, edit, close, email, or download the report.
Open the Sync screen in the app
Select the inspection you want to sync
Tap Sync Now
Wait for the inspection to move to the synced section
Return to the CMS to review, edit, close, email, or download the report
Note: It is recommended to promptly sync completed inspections back to the CMS. Leaving inspections unsynced on the device for too long can strain storage and increase the risk of data loss.
What’s next?
Learn how to find inspections in the app, use the inspection list and calendar views, and search or filter inspections by status.