Using PIM With MRI Property Tree

Thanks to our integration with MRI Property Tree, you can import confirmed inspections directly into PIM, complete with relevant property information and tenant details.

Once you have completed your inspections in PIM, the reports are automatically pushed into MRI Property Tree ready for you to complete your follow up activities.

The latest PIM now offers deeper integration and better communication capabilities for MRI Property Tree users. You can create and submit customised reports for tenants and landlords plus directly populate Owner Notes, Follow-Up Items, Tenant Notes, and Action Notes into MRI Property Tree. This streamlined process saves time, eliminates duplication, and simplifies your workflow!

Raise maintenance requests on site. With the MRI Property Tree integration, you can also raise a maintenance request directly from PIM while you are on site, with inspection photos attached. The request appears in MRI Property Tree straight away. See the MRI Property Tree Maintenance Requests guide for how it works.

Contents

• Video Instructions
• First Time Set Up
• Prepare For a Successful Import
• Import Data Into PIM
• Complete the Inspection
• Resend Inspection to MRI Property Tree
• Improving your end-to-end workflow between PIM and MRI Property Tree
• Troubleshooting

Video Instructions

Prefer videos over written instructions? No problem! Watch the video version below or visit our PIM YouTube Channel.

First Time Set Up

The ability to import from MRI Property Tree relies on information in PIM Settings so it is important to know how yours is set up. You only have to do this once.

Prepare For a Successful Import

A few extra tweaks in PIM Settings to ensure exact matches with MRI Property Tree fields will ensure a more successful import.

If you are unsure how to schedule an inspection in MRI Property Tree, these instructions walk you through it.

Import Data Into PIM

 

Complete The Inspection

After importing, your scheduled inspections will be available under the Inspections tab.

Go ahead and complete the inspection in the usual way by adding notes and photos then Submit Inspection when done. This will upload a copy of the report into MRI Property Tree and update the inspection status from "Confirmed" to "Conducted".

You can locate your report in MRI Property Tree by navigating to the property address, tapping the Inspections tab, then tapping the "eye" symbol on the right next to the inspection and scrolling down to documents. Another way is to select the Documents tab from the property. See below.

See the full range of Inspection Guides for more information.

Resend Inspection to MRI Property Tree

If for some reason you only previewed the inspection rather than submitted it, or need to re-send to MRI Property Tree, this can easily be done from the home screen of the inspection.

Improving your end-to-end workflow between PIM and MRI Property Tree

This will open your email to draft to the owner. Note how the "Maintenance Required", "Notes" and "Additional Notes" are mirrored from PIM. Click Link to all attachments from Inspection (2) to attach the uploaded report, then tap Send to the Owner (3).

Troubleshooting

Here are some common concerns and speed humps around MRI Property Tree integrations and how to move past them.

For general troubleshooting on MRI Property Tree workflows, imports and uploads, refer to the MRI Property Tree guide, watch this MRI Property Tree video, or contact MRI Property Tree support at MRI on 1300 657 700.

For PIM related questions, please contact PIM Support.

If the imported inspection defaults to an incorrect profile, simply change this before starting the inspection. See the Smart Property Profiles Guide for more information.