Property Inspection Manager Support

Once you have selected your inspection you can now; Update your Inspection, View, Share and Submit Reports and Media and lots more.

This guide shows you how to edit notes and upload images or remove images for an inspection.  If you wish to add new Inspection Areas or Sub Inspection Areas via your Dashboard  refer to our Adding Inspection Areas To An Inspection Via The Dashboard.

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1.  Overview Tab: Allows you to Edit your Property Details, Inspection Details, Tenant Details and Other Details. We advise caution when making changes to Property Details like the Address or State fields, as such modifications may affect other inspections in your dashboard and could potentially result in unintentional overwriting of existing inspections.

2.  Areas:  Allows you to Edit the notes and media in your inspection areas and sub-inspection areas.

3.  Share Reports: Allows you to submit your reports from the Dashboard, select a template and view the report in your browser.

4.  Actions:  Send Aided Inspections for your Routine Inspections, Access your Media Gallery containing all photos and videos from your inspection.

A:  Property/Inspection Details:

These fields are self-explanatory and can be updated by tapping the Edit button and making changes in the respective tables below:

Property Details:  In this section, you can modify or update the Owner's Name, Phone, and Email address. Please exercise caution when considering changes to Property Details such as the Address or State fields, as it may impact other inspections in your dashboard and on your device.

Inspection Details:  You can make adjustments to the Inspection date and time, assign the inspection to another User, change the inspection's status, or archive it.

Tenancy Details: You have the option to update fields related to the Tenancy, including Tenancy Name, Rent, Rent Type, Tenant Contact, Tenant Email, and Lease Start/Expiry dates.

Other Details:  This section covers fields like Key Number, Water Meter Reading, and Property Info..

Just Remember to tap Save once you complete your changes.

B:  Coverpage Photo:  

Cover photos are featured in most routine inspection reports and contribute to a more professional appearance, as they are the first element that catches the reader's attention. To edit an image from your inspection and mark it as the Cover Photo, follow these steps:

1. Go to the inspection area containing the image.

2. Tap on the image.

3. Tap the "Pencil" icon to edit the image.

4. Check the option "Use As Cover Photo."

5. Tap "Save" to save your changes."

C:  Documents:  This section displays the available reports for this inspection and provides the option to download the media, PDF, and Word files of your inspection to your desktop or computer."

D:  Activity:  View a record of your submitted inspections, including information on who sent them and when they were edited.

If you want to edit and add notes or media for your inspection in the PIM Cloud, follow these steps:

1. Tap the 'Areas' tab.

2. Select the appropriate Inspection Area or Sub-Inspection Area in your inspection.

3. Tap 'Edit' to make your changes. You'll notice that the area in Edit mode changes from grey shading to orange shading.

4. Remember, you won't be able to make changes to other areas until you tap 'Save'.

At the moment, the PIM Cloud dashboard does not support the addition of videos; you can perform this task using the PIM Cloud app instead.

When dealing with any media item linked to an Area or Sub Inspection Area, just tap on it to bring up the popup displaying options to Edit, Share, or Download the media. While the Download and Share symbols are straightforward if you want to include Notes or modify other properties in your photos, tap the Edit (Pen) symbol.

This will direct you to the Edit Media Item menu, where you can add notes, opt to set it as a Cover Photo or Include In Maintenance. Simply tap 'Save' to preserve any changes.

After making changes you can Submit your inspection from the dashboard to generate the report with your changes.

If you want to make changes to your inspection or simply submit it to the owner or tenant from your PIM Cloud Dashboard, you can do so by tapping the 'Share Reports' symbol.

Additionally, you have the option to change the report template you want to use for generating the report, customize the email's subject and body, and even preview the report. You will also need to select the template you require.

The Actions button allows you to send Aided Inspections and also view your Media Gallery.

A: For more information about Aided Inspections, follow this guide.

B:  Access the Media Gallery to view all photos and videos for an inspection presented as a slideshow. This feature offers options to download individual high-resolution photos or videos and provides information about the location where the media was recorded. View a sample inspection report, and media gallery, via our Report Gallery.