SET UP A PROPERTY’S INVENTORY LIST

  • When a property is added to your portfolio of properties, a template list of ‘Rooms’ and ‘Inventory’ is created based on:
    • The number of bedrooms
    • The number of bathrooms
    • The type of property (Detached house vs Apartment etc..)
    • The level of furnishing (Furnished vs unfurnished)
  • You can edit this template in 2 different ways:
    1. In advance of an inspection
    2. During an inspection

SET UP AN INVENTORY LIST IN ADVANCE OF AN INSPECTION

  • Select the property whose inventory list you wish to set up from the My Properties List.
  • When on the Property Profile page, select the [Rooms] tab from the bottom row of tabs.

  • You will see a list of all the rooms that have been automatically created for the particular property.

 

ADD A ROOM AND ITS INVENTORY

  • Press        in the top right hand corner to add a new room.
  • You will be asked to:
    • Name the new room
    • Identify the type of room
    • Select inventory items from the tailored list

  • If there is an inventory item that you wish to add that is not in the list, you can type the name of the item into the search bar.
    • If the item is found in the list, simply select it
    • If the item is still not in the list, then click on [+] button to add it to the list.

  • Press    in the top right hand corner to save
  • The added room will now show up in the list of rooms presented in the [ROOM] tab.

 

EDIT A ROOM AND ITS INVENTORY

  • From the list of rooms, select the room you wish to edit
  • You can edit the :
    • Name the room
    • Identify the type of room
    • Select / Deselect inventory items from the tailored list
  • If there is an inventory item that you wish to add that is not in the list, you can type the name of the item into the search bar.
    • If the item is found in the list, simply select it
    • If the item is still not in the list, then click on [+] button to add it to the list.
  • Press   in the top right hand corner to save

 

DELETE A ROOM AND ITS INVENTORY

  • You can delete a room from the Edit Room page (see HOW TO EDIT A ROOM AND ITS INVENTORY) by clicking on the red      button.

SETTING UP A ROOM AND ITS INVENTORY DURING AN INSPECTION

  • To Add / Edit / Delete a room and its inventory during an inspection, see CARRY OUT AN INSPECTION.