Build your property inspection planner.

How to build your property inspection planner

1. 1

   Describe the job

   Coordinate property inspections, access arrangements and resulting follow-ups.

2. 2

   Review the first version

   Choose how the property coordinator records the property and how the property manager reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your property inspection planner

• Keep the property in context

  Keep property, inspection purpose, appointment, consent reference, observation and follow-up together so the next person can understand the request or record.

• When the next step needs a decision

  An inspection is scheduled but entry permission is not confirmed. Keep the appointment tentative until the responsible manager checks the required access process.

• Keep follow-up visible

  Keep the required access confirmation separate from a proposed appointment.

• Choose what each person needs

  Give the property coordinator a working view and the property manager a review view. Keep property and inspection purpose attached to the decision as the work moves between them.