1. Property Management System
  2. Process
  3. Inspection evidence
Process · Inspection evidence

Inspection evidence

Capture a dated condition observation for the right unit and reviewer.

Step by step

  1. Select the unit Property Coordinator

    Property Coordinator checks the property name and unit number before preparing an inspection. A similar unit number in another property is not the same place.

    • Confirm the exact space
    • Updates Units
  2. Select the inspector Property Coordinator

    Choose the person who actually performs the visit from the staff and contractor register.

    • Attribute the observation
    • Updates People
  3. Capture the observation Inspector

    Inspector records the inspection date, condition and evidence attachment on the unit's inspection record.

    • Keep condition, date and attachment together
    • Updates Property inspections
  4. Hand over the evidence Property Manager

    Property Coordinator presents the observation and its unit context to the responsible reviewer for a decision about any follow-up work.

    • Review the observation in property context
    • Updates Property inspections, Units
  5. Follow an issue Property Coordinator

    If the condition calls for repair, create or review a unit service request. A later corrected observation should preserve the earlier evidence and attribution.

    • Carry a repair issue into unit work
    • Updates Service requests, Property inspections
Inspector
Captures the visit.
Property Coordinator
Prepares the handoff and any repair record.
Property Manager
Reviews the condition and related work.

Set up Property Management System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started