Sharing Inspections in PIM (Batch Instructions
PIM Premium customers can share inspections amongst team members.
To take advantage of these new features, we require ALL devices to be running PIM v3.6.9 and iOS 11 or later and have a strong WIFI connection. Follow this helpful guide if you are not running the latest.
Why Use Share Inspections?
- Sharing Inspections in PIM is ideal for larger offices where you may need to share bulk or individual Inspections. For instance, if one of your fellow Property Managers is sick and can't perform their Inspection today, they can share their Inspection with the office and it can be downloaded on another device. Please note that at this stage only the sharing of Inspection Details and Notes is supported, and not the sharing of photos.
STEP 1: Share your Inspections (both devices must be running the same version of PIM)
- If you want to share a single Inspection with other property managers in the office simply select the Inspection you want to share. Then in the top right-hand corner of the screen, tap the Share Inspection button available through the Action button (see screenshot below).
- If you want to batch share multiple Inspections with other property managers, you can either Share All or manually select the required properties by tapping Inspections > Edit >
- To Share All the Inspections on your iPad or iPhone, tap Share All > then Confirm
- If you want to manually select the Inspections to share then just tap the required properties, you will see a tick next to the property address (see screenshot below) then tap Share > then Confirm.
- Once your option is Confirmed it will store your inspection/s in your office's account and That's it!. Your PIM Inspection is now available to be downloaded onto other devices in your office.
STEP 2: Downloading Shared Inspections on other devices
- Select Share at the bottom of your PIM screen
- Swipe your finger down the left-hand side to pull to refresh the list of shared Inspections.
- A list of Inspections will now be displayed, grouped by the device and original property manager of the Inspection.
- Select the Inspection File you would like to download to this device which may contain 1 or more Inspections.
- Once the file is processed it should automatically display and show the Inspections available on the right-hand side. For each Inspection, it will list the number of Inspection Areas including Bedrooms/Bathrooms/Garages.
- In the top right corner, select the Action button () and then either select Import Selected Inspections or Import All Inspections. This will begin creating the new inspections in PIM. Wait a few moments and when finished all your inspections (with history) will now be available in the Inspections tab area.
- That's it. Remember that each time you perform import a shared Inspection it will create a new Inspection on your iPad or iPhone (and not merge into an existing Inspection).
Any problems or questions please contact PIM support