Using PIM With Property Tree
Thanks to our integration with 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 Property Tree ready for you to complete your follow up activities.
Plus with the latest version of PIM (v4.4.5 or greater ) PIM now delivers deeper integration and better communication possibilities for you. In PIM you can now produce and submit customised reports for tenants and landlords, and, for the first time, populate the Owner Notes/Follow Up Items/ Tenant Notes/Action Notes directly into PropertyTree. This will save you time, reduce duplication and make things simpler!
This integration is only available to PIM Premium customers, so please contact our support team to upgrade your plan.
- Video Instructions
- First Time Set Up
- Prepare For a Successful Import
- Import Data Into PIM
- Complete the Inspection
- Resend Inspection to Property Tree
- Improving your end-to-end workflow between PIM and Property Tree
Prefer videos to written instructions? No problem watch the video version below or visit our PIM Youtube Channel.
First Time Set Up
The ability to import from 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.
|1. Check the Property Tree API has been linked to your account |
|Your Property Tree API must be linked with PIM to enable integration, if you do not see your API Key in the field above the toggle you need to refer to our Set-Up Guide below to copy and paste your API key into Support.|
See the Property Tree Integration Set-Up Guide for more information
|3. Turn on Quick Check Labels (optional)|
|Another time-saving feature is to have the quick check labels always ticked by default. To set this default go to Routine or PCR inspections and toggle the|
|Prepare For A Successful Import|
A few extra tweaks in PIM Settings to ensure exact matches with Property Tree fields will ensure a more successful import.
|1. Set Up Smart Property Profiles (optional) |
With a little initial set up, your existing Property Tree Property Types can be matched to PIM to allow for a seamless import. This will save a lot of time adding or removing rooms during the inspection.
Add or edit yours in PIM Settings > PIM Admin > Smart Property Profiles.
See the Smart Property Profiles Guide for more information.
|2. Confirm Inspectors|
|Inspections can only be imported against the Property Tree Property Manager if there is a corresponding Inspector name in PIM. If an exact match is not located, PIM will use the Default Inspector instead.|
Add or edit inspectors in PIM Settings > PIM Admin > Inspectors
See the Inspectors Guide for more information.
|3. Assign an Inspection Type|
| Property Tree will allow you to assign an inspection type to your inspections. A Routine will import into PIM as a Property Inspection Report and an Ingoing/Outgoing will import as a PCR in PIM. |
|4. Adding Inspection Notes to import into PIM|
|You can also include Inspection notes in Property Tree, against your scheduled inspection, which are then imported into the Property Info field in PIM.|
Import Data Into PIM
Import Data Into PIM
PIM imports real-time data from Property Tree but only for inspections which are marked as 'Confirmed'. So it's pretty important that you make sure Property Tree is up to date before you start the import process below.
|1. Navigate to the Import tab.|
|This is at the bottom of the app.|
|2. Import the latest file from Property Tree.|
|Pulling down on the screen will refresh the data files. Once it appears, tap to open.|
|3. View imported inspections.|
|4. Filter and Sort if required.|
|5. Import the inspections.|
Note: if you only want to import some, press cancel then tap against the proeprties you want. This will place a check on the right. You can then choose the Import Selected option instead of Import All.
|6. Confirm the import type.|
|The import will create inspections based on the profile and inspection type set in Property Tree. where available otherwise will use the PIM default. If you are happy with this, tap Continue.|
|7. Close the PIM File Import message.|
|Take note of the confirmation message then tap OK to close.|
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 Property Tree and update the inspection status from "Confirmed" to "Conducted". (Note: The report will not upload if the status is closed or cancelled).
See the full range of Inspection Guides for more information.
Resend Inspection to Property Tree
If for some reason you only previewed the inspection rather than Submit, or need to re-send to Property Tree, this can easily be done from the home screen of the inspection
|1. Tap the Reports Folder from the inspection.|
|2. Select Send to Property Tree from Options.|
|From Options (1) on the right tap Send to Property Tree (2)|
|Improving your end-to-end workflow between PIM and Property Tree|
|Once you have submitted your inspection in PIM, you can log back into Property Tree and send the report directly to your Owner/Landlord including specifics callouts or action items created at the time of Inspection.|
All you need to do is navigate into your inspection in Property Tree > tap the eye symbol > Send Report to Owner (1)
This will open up your email to draft to send to the owner, note how the "Maintenance Required" "Notes" and "Additional Notes" are mirrored from PIM.
You can then click to "Link to all attachments from Inspection" (2) to attach the uploaded report and tap "Send to the Owner" (3)
Here are some common concerns and speed humps around Property Tree integrations and how to move past them.
For general troubleshooting on Property Tree workflows, imports and uploads, please refer to the Property Tree guide, watch this Property Tree video, or contact Property Tree support at MRI on 1300 657 700.
For PIM related questions, please contact PIM Support.
|2. Submitted Inspections not uploading to Property Tree|
|Only inspections created from an import can be uploaded automatically into Property Tree. This includes Routine/Tenant/Cleaning and Property Condition Reports. |
See the Uploading Reports Into Property Tree Guide for manual upload instructions.
|3. Inspection too large for Property Tree|
|Property Tree can only import reports via the API and via the Property Tree dashboard with a maximum size of 30MB. |