Managing Inspections

Modified on Mon, 7 Sep at 9:29 AM

The Inspections screen in the PIM Cloud Dashboard gives you a complete view of inspections across your team — search and filter by date, type, status, inspector or address, then edit, view reports, browse photos or export a summary. Log in at app.propertyinspectionmanager.com and click Inspections from the left-hand menu.

Note: Managers can view and edit inspections for all inspectors. Inspectors can view and sync their own inspections only. See Managing User Accounts for role details.

Contents

Filtering and searching

From the Dashboard, click Inspections in the left-hand menu to open the Inspections screen.


Use the filter bar at the top to narrow your results, then click Filter to apply. The labelled fields below correspond to:

FilterWhat it does
A & B — Date From / Date ToSearch for inspections created between two dates.
C — Inspection TypeFilter by Routine Inspection Report, Condition Report, or Bond Report.
D — Inspection StatusFilter by the inspection’s current stage — see the status reference below.
E — InspectorFilter to inspections assigned to a specific inspector.
F — DeviceFilter by the device the inspection was saved from.
AddressType the property address. Use * as a wildcard — e.g. *fre finds all inspections in Fremantle.

C: Inspection Type — the dropdown lets you choose between the three report types:


Tip (F: Device): Give each device a recognisable name so the Device filter is meaningful. In the PIM app, go to Settings > PIM Admin > Company and Device Settings > Device Details.

Inspection status reference

D: Inspection Status — inspections move through several stages depending on how they are handled in the PIM app and Dashboard:

StatusWhen it applies
ScheduledCreated manually or imported from your PMS — not yet started.
In ProgressSaved or previewed in the app, or edited and saved in the Dashboard. Also set when a Tenant or Cleaning/Maintenance report is submitted from the app.
InspectedA Routine or Condition Report has been submitted from the app or Dashboard.
Under ReviewA property manager has sent an Aided Inspection from a device.
CompletedThe tenant has completed and returned the inspection to the property manager.
ArchivedMoved to archived storage. Can be retrieved at any time.

Results list columns

Based on your filter, a list of inspections is displayed. The labelled columns below correspond to:


ColumnDescription
A — Inspection Date & TimeWhen the inspection was created.
B — Last UpdatedDate of the most recent change made to the inspection.
C — StatusThe inspection’s current stage. See the status reference above.
D — AddressThe property address.
E — TypeRoutine, Condition Report, or Bond Report.
F — DeviceThe device the inspection was saved or submitted from.
G — UserThe account the inspection was saved or submitted from.
H — InspectorThe inspector assigned to the inspection.
I — ActionsEdit, view reports, browse the photo gallery, or download media.

Inspection actions

I: Actions — click the Actions menu (the three dots) on any row to open the following options:

Under Reports, you can also view or download the report and its media:

OptionWhat it does
Edit InspectionOpen and edit the inspection in your browser — add notes, update details, or attach photos.
View GalleryBrowse all inspection photos in a full-screen slideshow gallery.
Download MediaDownload all inspection photos as a ZIP file.
Download PDFDownload the inspection report as a PDF.
Download WordDownload the inspection report as an editable Word document.

Exporting a summary

The Inspections screen lets you export a summary of your filtered results as an Excel (.xlsx) file.

1Set your filters and click Filter to load the inspections you want to export.
2Click the Export button beneath the results table (marked G above).
3In the popup, tick the columns to include: Date & Time, Status, Address, Type, Device, Inspector.
4Click Download. An Excel file is generated ready to open, share or use for reporting.

Tip: The export only includes inspections matching your current filter — apply your filters before clicking Export so you get exactly the data you need.

Looking for an automated summary? You can have a CSV summary of inspections emailed to a manager automatically each month. See Managing the Monthly Inspection Schedule.

If you need any help, please contact PIM Support and we’ll be glad to assist.

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