Summary
Learn how to use the property profile screen in the Proptech Labs Property Manager app before starting an inspection, including the property address, tenant details, notes, alerts, report photo, and layout.
This article covers:
About the property profile screen
The property profile screen gives you a quick overview of the property before you begin the inspection. It brings together the key information you may need on-site, so you can confirm you are at the correct property, review tenant and property details, and check the layout before starting.
You access this screen after opening an inspection from the Inspections list or Calendar in the app.
Check the property address and map location
The property address appears at the top of the property profile screen. You can also view the map to help confirm that you are starting the inspection for the correct property.
Open the inspection in the app
Check the property address shown at the top of the screen
Tap the map icon
Select your preferred map app to use the map view if you need to confirm the property location before starting
Tip: Use the map view as a quick confirmation step when you are onsite or managing multiple inspections in one day.
Review tenant information
The tenant information section shows the tenant's name linked to the property. If you are using a mobile phone, you can also contact the tenant directly from this screen by SMS or phone call. The tenant’s mobile number is pulled from the CMS.
Find the Tenant Info section on the property profile screen
Review the tenant details shown for the property
If needed, tap SMS Tenant or Call Tenant to contact the tenant directly
Note: Calling and SMS are available when using a mobile phone, not a tablet.
Review property notes
The property notes section shows notes linked to the property record in the CMS. This gives you useful context before you begin the inspection.
Find the Property Note section on the property profile screen
Read the property notes before starting the inspection
If needed, update the notes in the app or the CMS
Note: If your device has internet access, changes made to property notes in either the app or the CMS are shared immediately.
Check any inspection alerts
The inspection alert section displays important comments added in the CMS for that inspection or property. These alerts can help highlight anything you need to know before you start.
Find the Inspection Alert section on the property profile screen
Review any alerts shown before starting the inspection
Follow your office process if the alert requires action or acknowledgement before you proceed
Add or review the report cover photo
If the feature is enabled in the CMS, you can use the Report Cover Photo section to add a single image of the property’s front for the inspection report cover page.
Find the Report Cover Photo section on the property profile screen
Check whether a cover photo is already set
If needed, take a new photo or upload an existing image
Note: This feature must be enabled and configured in the CMS before it is available in the app.
Review or adjust the property layout
The property layout section shows the rooms and areas that will be used during the inspection. This layout is pulled from the property record in the CMS, and you can adjust it from this screen before you start, if needed.
Find the Property Layout section on the property profile screen
Review the areas listed for the property
Tap Edit if needed to adjust the layout before beginning the inspection
Confirm the layout reflects the property correctly
Tip: Review the layout before you start so the inspection flow matches the property as you move through it onsite.
Start the inspection
Once you have reviewed the property details, you can start the inspection directly from the Property Profile Screen. The app provides two inspection options: 360 Inspection and Standard Inspection.
Review the property details shown on the screen
Tap 360 Inspection or Standard Inspection to begin
Continue in the inspection screen to record conditions, comments, photos, and other inspection details
Tip: This article focuses on preparing to start the inspection. For the detailed inspection process, see Conducting Inspections.
What’s next?
After you start the inspection, continue to conducting inspections to learn how to record condition codes, add comments and photos, use tenant action, and choose Sync Later or Sync Now at the end of the inspection.
If you need to go back a step, see accessing inspections to learn how to open inspections from the inspections list or calendar.