Resident Inspection Tutorial Guide
If you are currently using Inspect & Cloud and your properties are already in the system then your properties will be available to assign tenant inspections. If you are not already using Inspect & Cloud then you can use the bulk upload feature or enter properties by using the Add New button.
Flow Overview
Five Minute Setup
Getting Started
How the App Appears for Tenants
Compare Resident Move-In with Move Out
Flow Overview
- Property Manager Assigns tenant move-in inspection. Three assignment options are available:
- Website Resident From – you can optionally use a Resident Request Form for tenants to request login credentials. If you chose to embed the Resident Form on your website then the email instructions will contain a link to your website so tenants can request login credentials and the expiration will start once they request.
- Resident Form – (same as above) if you select this method then the tenant will receive your branded URL for your Resident Form instead of your website.
- App Login – (skips the step for the tenant to request a login) if you select this method then the tenant will receive their login credentials and the expiration will begin immediately.(Note: method a and b are essentially the same. The only difference is the Resident Form is being delivered either by your website link or your Resident Form URL)
- Tenant Receives Login Password with instructions with your companies branding to download the app and complete move-in inspection.
- Tenant Can Complete Move-In Inspection if they don’t complete then the move-in is automatically submitted with as-is.
- Property Manager Receives Move-In Inspection and can use the Move In/Out Report to compare side-by-side.
Remember:
- Using a Resident Form method enables you to create a system in the event you have a processing fee or another reason to delay tenants accessing the app immediately.
- Using the direct Assign App Login is the recommended method and gives tenants access immediately.
- Resident Form 24/7 Access – having the form available for tenants also enables them to request login credentials any time in the event they accidentally deleted or are not able to locate their login password.
- Resident Form URL – this is your URL that will remain the same and contains your company branding. This can be posted anywhere on your site and is a simple method to make your Resident Request Form available.
Five Minute Setup
Before getting started there is a one-time setup. Some of these are optional.
Login
https://user.inspectandcloud.com/tenants/login or login to your Inspect & Cloud account and click the dropdown on Dashboard
Setup/Settings
Add Slogan and Logo
Type the slogan you would like to appear on the app. If you are already using Inspect & Cloud then your logo will be displayed here. If you need to upload your logo just click ‘Choose File’ to upload and don’t forget to save changes.
Select Color
Select your company branded color choice and click Save. You can use the image preview to see how different color changes will appear.
View Your Resident Form (optional)
If you choose to use a Resident Form for tenants to request login credentials you can test the appearance by copy/pasting this link into your browser.
Click Settings
Select Tenant Login Expiration
This is the amount of time you allow for tenants to complete their move-in inspection before their login expires. Don’t forget to click Save if you make changes.
Modify Email Notification Templates (optional)
Your messages are already preformatted. If you choose you can customize all tenant notification emails to your needs. Please ensure not to modify the text inside the brackets [ ]. These are your variables and will auto-populate info such as an address, tenant’s name, etc.
Select Amount of Reminder Notifications (optional)
This enables you to set the number of reminders you would like tenants to receive for their reminders to complete their move-in inspection. Click Save.
Setup is complete, your all set!
Getting Started
Add/Assign Tenants
Click Add Tenant
Add First Name, Last Name, and Email address
Click Assign Icon
Use the assign icon to assign a tenant inspection.
Assign Sub Window
Address – Just start typing the address you would like to assign and your property database will display for the property you are trying to assign.
Inspection Type – Select your template you would like to assign such as Ingoing. Your custom templates are also available here.
Assignment Type (select one)
[ ] Assign Property – Website form – Use this if you have embedded your Resident Form on your website.
[ ] Assign Property Resident form – This is the same as above but instead uses a branded URL for your Resident Form.
[ ? ] Assign Property – App Login – This bypasses the above step and directly sends them login credentials without them having to request.
The tenant has been assigned as Pending and their password has been generated.
Tenant Receives Login Instructions by Email
(For this tutorial we have used the direct App Login assign method so the tenant automatically received their login credentials)
After tenant completes their move-in inspection
You will receive an email notification with report link. All completed reports will also be available in your Completed Tenant Inspections page.
You can also view All Pending Tenant Inspections
Go to Add/Assign Tenant Inspections and here you can click the dropdown to sort the different statuses. Tenant Inspections can be assigned from this page as well using the same Assign icon.
Note: Statuses are also available on your Add/Manage Tenants.
Status Labels
All Properties: This displays all properties from your account. This enables you to assign properties from this page. Any properties that have been completed will also display so that they can be re-assigned as needed.
Status Only: This displays all Assigned, Pending, Expired, and Completed statuses.
All Assigned: This displays All Assigned properties. If Assigned this means that a tenant has been assigned to complete an inspection using the Resident Form but has not yet requested login credentials
All Pending: This displays All Pending properties. If Pending this means that a tenant has been assigned app login credentials directly (no form request needed) and already has login credentials or the tenant already requested login details.
All Expired: This displays All Expired properties. If Expired this means that a tenant has let the expiration time-lapse and is no longer able to log in unless you as a property manager enable them with more time.
All Completed: This displays All Completed properties. If Completed this means that a tenant has completed a tenant move-in inspection and it is available for you to view/download.
HOW THE APP APPEARS FOR TENANTS
STEPS FOR COMPLETING MOVE-IN INSPECTION
Tenants Can Request Login Credentials From Your Request Form (Optional)
Resident Request Form
Confirm
Click Yes for Correct Address
Click Submit
Tenant Receives Login Credentials & Instructions to their email
They can also click the link provided to download the app directly.
Tenant Logs In
Company Home Screen
From here the user experience is branded to your company. They also have the option of clicking on the Support button.
Support Screen
This displays your office # for information about login ID’s and also contains Inspect & Cloud’s office for any technical support.
Note: If a tenant’s login is expired they can still log in and access the support screen. If they click Next and try to start an inspection with an expired login they will receive a prompt message letting them know their login is expired.
Next
Start
Area Layout
Area Screen
Inspection Screen
When tenants click N on a checkbox for any discrepancies then a prompt message will display the first time letting them know that a photo is required.
Note: At least one photo is required for any N Checkbox or Comment. After the prompt message displays the first time if tenants try to click N for any discrepancies the app will pull up the camera for them to take a photo. If they try to bypass taking a photo, the app will return the N to neutral or remove the comments.
Comments
Signature Requirement
Sign
If the tenant clicks Clear a signature will still be required for them to proceed to click Done.
Send Inspection
Sending to Web
Completed Prompt Message
Remember:
- Tenants are not able to resume inspection to re-send any data once it has been sent to the web.
- You will receive a notification once they complete with a download link of the inspection.
- This inspection can be compared using the Move In/Out report to instantly highlight all deficiencies in yellow.
Compare Resident Move-In with Move Out
STEPS TO COMPARE COMPARE RESIDENT REPORTS USING THE MOVE-IN/OUT FEATURE
Click Completed Tenant Inspections
Click Move In/Out button
Select the Resident Move-In Report and the inspection you would like to compare it to.
Click the Download or Quick View icon and the system will highlight all deficiencies on a side-by-side Move-In/Out Report.
Move-In/Out Report
Remember:
- Tenants are not able to resume inspection to re-send any data once it has been sent to the web.
- You will receive a notification once they complete with a download link of the inspection.
- Comparing Resident Reports using the Move In/Out report will instantly highlight all deficiencies in yellow and save you time. Remember you can compare Resident Reports to any existing inspection you already have completed.