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Add a tenant action request during an inspection

Learn how to add a tenant action request during an inspection on the Proptech Labs Property Manager app, including how to start a request, what info to include, and review existing tenant requests.

Summary

Learn how to add a tenant action request during an inspection on the Proptech Labs Property Manager app, including how to start a request, what info to include, and review existing tenant requests.

This article covers:


About tenant action requests in the app

The tenant action feature lets you create a request against a specific area or item while you are already working through an inspection in the app. The request starts with the broom icon, and the selected area or item is automatically carried into the request.


Create a tenant action request

Use the broom icon to create a tenant action request for the area or item you are inspecting. This opens the tenant action request form in the app.

  • Open the inspection and go to the relevant area or item

  • Tap the broom icon to begin adding a tenant action request

  • Check that the Item field has been filled in automatically based on the area or item where you tapped the icon

  • Enter a comment in the Comment field. This field is mandatory

  • Turn on This is a major issue if the action request is flagged as a major issue on the final report

  • Review the Add comments/photos to the report option, which is enabled by default:

    • On - If you want the comment and photos from the tenant action request to also be applied to the inspection report for that area or item

    • Off - If you do not want those details added to the inspection report

  • Tap Attachments to add photos from your camera or photo gallery

  • Tap Create to save the tenant action request

Tip: Add clear comments and supporting photos when the issue needs follow-up, because that makes the request more useful when it is reviewed later.


View tenant action requests for the current inspection

After creating a request, you can review tenant action requests added to the current inspection by scrolling to the bottom of the inspection screen.

  • Scroll to the bottom of the inspection

  • Tap View Tenant Actions to see all tenant action requests added to the current inspection

  • Tap View to the right of the request for a detailed view

  • You can edit or delete the request if it is needed

  • To delete:

    • Tap Delete Request and Yes in the confirmation pop-up

  • Tap Save to exit the request


What’s next?

If you have finished the inspection, learn how to sync completed inspections from the Proptech Labs Property Manager app back to the CMS.

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