Move In/Move Out Inspection Templates

You can set move in/out inspection jobs to be automatically created.

1. To speed this process up, you can create an “Inspection Scheduler Template.”

   1. To do so, go to the home page of leases.

   2. Select the options menu in the upper right corner

   3. Go to “Inspection Scheduler Templates.”

   4. To create a new template, choose how many days before move in and move out the jobs should be crated.

   5. Select the checklist you want for each of those jobs

   6. Name the Scheduler template

   7. Decide if you want this Scheduler to be the default for leases in certain properties, units, or with certain tenant companies

   8. Save the template.

2. Whenever you create a lease, you can select a scheduler template. This then does all necessary set up to get the move in inspection job created. As long as you have an expiration date, or manually choose a move out date, you are also fully set up for the move out inspection.

3. A lease created without a scheduler template needs to be manually set up to have its inspection jobs created.

   1. You must go to the Move In/Out inspections tab within the created lease.

   2. You must click the toggle to turn the inspections on

   3. You must choose checklists for each inspection, and set how many days before move in and move out the jobs will be created.

   4. Move in job will not be automatically made unless you set a move in date, and the move out job will not be made either unless you set a move out date.

4. After a lease has inspections set up, you can:

   1. Continue editing and updating the dates, checklists, etc. as your requirements change

   2. However, once a job gets created (say for either move in or move out), you can no longer edit that section to change its dates or checklist.

Manual Move in/Move out: