Based off user feedback we have implemented one of our more requested features, which has been the ability to be able to conduct inspections with more than one user/device and then merge them afterwards to have a complete report. This is particularly useful for larger properties that generally take much longer to inspect.
It is strongly recommended to watch the video below before this feature is used for the first time.
STEP 1: To start the process, find your Pending inspection and select the 'Clone For Merge' button.
STEP 2: Create & Assign
The cloned inspection will be the exact same type of inspection, you cannot merge a Routine into an Ingoing for example. Simply select an inspector for the second inspection and tap 'Save'. It will be scheduled for the same date and time as your original inspection.
(It is strongly recommended that a different Inspector is used for the second inspection to ensure that you do not both access the same inspection as one another on the app)
STEP 3: Inspect & Sync
Each inspector then logs into their Inspection Manager App and refresh the inspection list. Each inspector will see the same property layout and so will need to decide who should inspect the different areas.
It is important that you divide the areas between the two inspectors and have each inspector complete an entire area, rather than have one inspector do all comments and the other inspector do all photos.
Once each inspector has completed all of their assigned areas and one inspector has completed the 'General Details' (Routine) or 'Utilities' (Ingoing/Outgoing), sync both inspections so that you can merge them together on the CMS.
STEP 4: Merging
Once both inspections have been synced, you can begin the merge process. This is done on the CMS and you can do it from the inspections or the properties page.
Click the 'drop-down arrow' on the inspection that you wish to retain after the merge and then select 'Merge Report'.
The option 'Merge Report' will open a pop-up window showing both inspections side by side. This window will display all relevant information in relation to the property and the inspections being merged.
By default, the system will automatically select areas that have comments/photos added to them to retain in the final merged report (these areas will be highlighted Blue).
IMPORTANT: Only one General Details (Routines) or one Utilities (Ingoings/Outgoings) can be selected for merged inspections, you must ensure that you select the correct one before you merge.
Once you have all the relevant areas selected then click 'Merge Inspections'.
You will have one opportunity to go 'Back' before you finalise the merge, so please be mindful of this when merging reports. You will of course still be able to edit the remaining report online should you wish to make any adjustments again. If you are ready to merge, simply click on 'Confirm'.
STEP 5: All done
Your inspections will now have been merged into one inspection for you to view, edit and/or close. Take time to review your finalised inspection before you close it and ensure that the layout is correct.
📝 Note: If you don't use the 'Clone for Merge' function and you click the 'Merge Report' option on a completed inspection, it will find the last completed inspection of the same type (routine, ingoing or outgoing) and allow you to merge it. If the system has selected the wrong inspection you can click the 'change' button and select a different inspection from the dropdown in the merge wizard.
Should you have any issues, please contact our Support Team by starting a Chat or emailing im.helpdesk@proptechlabs.com