How to Manage Property Inspections in Loop Software

Introduction

In this guide, we will cover the entire process of managing property inspections: booking them, completing them, giving feedback, uploading reports, and forwarding those reports to landlords.

Booking an Inspection

1. **Identify the Need for an Inspection:**

   - On your dashboard, look for the **Inspections to Book** button. If you don’t see it, navigate to **Management** and then **Inspections**.

   - You will see a list across the top with different statuses. Look for the status **Appointment Needed** indicating that an inspection needs to be booked.

2. **Book the Inspection:**

   - Click on the **Book Inspection** button.

   - Schedule the inspection by selecting the date and time (e.g., tomorrow at 3 PM).

   - Send email confirmations to tenants and landlords to notify them of the scheduled inspection.

   - Once booked, the inspection status will update to **Booked** and appear in your diary.

Completing the Inspection

1. **Perform the Inspection:**

   - On the scheduled date, conduct the inspection as planned.

   - After completing the inspection, return to the inspection entry in Loop Software.

2. **Update Inspection Status:**

   - Click on **Complete Inspection**.

   - Enter details such as who completed the inspection, provide a rating (e.g., cleanliness), and add any comments.

   - Set the date for the next inspection (e.g., in 3 or 6 months), which will schedule a future inspection in your diary.

   - Click **Complete** to finalize the inspection.

Uploading Inspection Reports

1. **Upload the Inspection Document:**

   - Click on the **Upload** button within the inspection entry.

   - Drag and drop the inspection report file or locate it on your computer.

   - The report will be uploaded directly into Loop Software.

2. **Send the Report to the Landlord:**

   - Select the uploaded inspection report.

   - Optionally, upload additional photos if necessary.

   - Click on the **Email** button.

   - The system will auto-fill the landlord’s email address and property address.

   - Compose a message (e.g., "Hi James, please find the links to the following attachments") and send the email.

Summary

By following these steps, you can efficiently book, complete, and document property inspections within Loop Software. This process ensures timely updates and seamless communication with landlords, streamlining your property management tasks.

For further assistance, please reach out to support at support@loop.software. Until next time, take care.