Summary
Learn how to send Tenant Assisted Inspections to multiple tenants at the same time from the Inspection Manager CMS.
This article covers:
About bulk sending TAIs
Bulk Send TAI allows sending TAI requests to multiple tenants across properties from the Inspection Manager CMS, saving time when sending several requests. Bulk TAI sending is only available through the Inspection Manager email system; copying TAI links to other email systems is not supported.
Note: If TAI is not enabled for your office, you cannot complete the steps in this article. Learn how to request activation of Tenant Assisted Inspection (TAI) and complete the necessary setup in Inspection Manager.
Before you begin
Confirm the tenant contact details are correct before sending the emails. Once Send Email(s) is selected, emails are sent to the tenants associated with the selected properties
To help avoid sending errors, open the property profiles first and verify the tenant contact details before using Bulk Send TAI
Bulk Send TAI depends on the tenancy information stored in the CMS. Three fields are required for the feature to work correctly.
The required fields are:
Tenant Name
Tenant Mobile
Tenant Email
Note: If any of these tenancy details are missing, the TAI will not be sent for that address.
Select the inspections to include in the bulk send
Use these steps to choose the inspections you want to send.
In the CMS, go to: Inspections on the left-hand menu
Use the Status filter and select Pending
Review the list and identify the Routine inspections you want to send as TAIs
Select the tick box next to each inspection you want to include. You can select multiple inspections at once
Open the Select Option drop-down menu
Select Bulk Send TAI
The Inspection Manager email window opens so you can prepare and send the bulk email.
Review the Send From field
Review the To field. The selected properties’ tenants are included as recipients
If needed, choose whether to Bcc Sender
Enter or review the Subject
Select the email Template you want to use
If required, choose a Font Size
Review the email message and update it if needed before sending
Click Send Email(s) to send the selected TAI requests
Tip: Review the recipients and email content carefully before selecting Send Email(s), as this will send the TAI requests to the selected tenants.
What’s next?
Learn how to create and manage email templates in Inspection Manager to send consistent inspection emails faster.