How to use the Re-Leased Sync?
STEP 1: Find the property in Re-Leased using the search bar
First, search the property you wish to add an inspection on using the
search box at the top right, then click the property you wish to add an inspection to.
STEP 2: Create a new inspection for the property
Select "Task" on the left and then "+ New Inspection" on the top right.
STEP 3: Complete the fields for Inspection details
Enter the correct details for:
Title
Inspection Type
Tenancy
Area of Property
Delegate to Member (Choose a Property Manager that matches a user in IM)
Date of Inspection
Time of Inspection
Once all details have been entered, click "Save" to add the inspection.
STEP 4: Sync the inspection into Inspection Manager
In Inspection Manager, click the Re-Leased tab and then click "Sync Now" to bring over the inspection right away. Alternatively, you can leave the sync to automatically sync overnight.
STEP 5: Select your preferred date range in sync settings
The sync can be applied to different date ranges - from 7 days in the past to 15 days into the future.
Only users with the "Office Manager" role can edit these date settings. You can review and assign the roles by editing users in the Users tab in Inspection Manager.
How to fix: Properties not syncing from Re-Leased
STEP 1: Review the error messages in Inspection Manager
STEP 1: Review the error messages in Inspection Manager
PROPERTY MANAGER CONFLICTS
PROPERTY MANAGER CONFLICTS
Properties will display with "Property Manager Conflicts" if:
a. A Property Manager is not assigned to the property/inspection in Re-Leased.
b. If the email of the Property Manager assigned to the property/inspection in
Re-Leased does not match the email of a user in Inspection Manager exactly.
INVALID DATA
INVALID DATA
Properties not syncing due to "Invalid Data" can be addressed by clicking "View List" to
the right of this section and then correcting in Re-Leased the issue highlighted in orange on the right of each property.
EXCEEDED PLAN LIMIT
EXCEEDED PLAN LIMIT
Properties in the "Exceeded Plan Limit" section will not sync over until either properties that are no longer in the rent roll are deactivated bringing you under your property limit threshold or an upgrade is purchased to increase active property limit allowance.
STEP 2: Resolving Property Manager Conflicts Error
STEP 3: Resolving Invalid Data Error
Properties not syncing due to "Invalid Data" can be addressed by clicking "View List" and then correcting in Re-Leased the issue highlighted in orange on the right of each property.
