Users have the ability to schedule their paperless ingoing inspections from the CMS, to be automatically sent off on a future date/time of their choosing.
To schedule your paperless inspection from the CMS, your ingoing inspection must first be synced and in a Completed status. You can choose to send/schedule your paperless ingoing by either using the drop-down arrow to the right of the 'View Report' button or while viewing a Completed ingoing inspection.
Option 1 - Via drop-down arrow on the right of the 'View Report' button.
Option 2 - At the top of a Completed ingoing inspection when viewing it.
Regardless of which method you choose, the same send/schedule window will appear.
STEP 1: Ensure that the correct tenancy information is displayed here. Any incorrect information could cause complications for your tenants in completing their inspection. When verified click 'Confirm'.
STEP 2: Choose any attachments needed to be send with this ingoing inspection then click 'Next'.
STEP 3: Add all of the Tenants individually, every name, email and mobile must be unique, then click 'Next'.
STEP 4: Select the email template that you wish to use then click 'Next'.
STEP 5: You will then end up on the summary slide, where we ask you to double check everything is correct. You then have the option to either 'Send Now' or 'Schedule'.
SEND NOW: Choosing Send Now will of course send off the paperless inspection right away.
Schedule: Choosing Schedule will allow you to choose a date and time to send the ingoing.
The date field will automatically choose the lease start date that is saved against the active tenancy but if no date exists in that field, it will select todays date. Select the options you would like and then hit 'Schedule'.
(While the 'Send Preview' checkbox is ticked it will send a preview of the inspection to the tenants as soon as you click 'Schedule')
Further Information
Once scheduled, you will see the 'Scheduled' status for this inspection with a scheduled date and time on the right of the inspection.
If you wish to edit or cancel this scheduled inspection, you can do so by clicking once again on the drop-down arrow to the right of the 'View Report' button.
Editing Schedule will take you through the sending paperless flow again, which will allow you to make adjustments to the paperless of this inspection.
If you choose to send a paperless inspection that is scheduled for a future date/time, then you will receive a prompt which will inform you that continuing to send will remove the scheduled inspection from the queue.
Selecting Cancel will ask you if you are sure, just in case :)
Should you have any issues, please contact our Support Team by starting a Chat or emailing im.helpdesk@proptechlabs.com