Generate a PropWorx Inspect Summary Document for your clients

Generate a PropWorx Inspect Summary Document for your clients

Add Inspection Summary Report Details

The following fields are found under the “Inspection Details” section of the record. If populated on the record, these fields will appear on the summary report. These fields are not mandatory and if not filled will remain blank on the summary report. 

1. Click on the Inspection Record button. 



2. Selected inspection record screen will open.  

3. Click on Edit button.



4. Scroll to “Inspection Details section”. These fields are not mandatory and if not filled will remain blank on the summary report. 

  1. Inspection Date & Time: To set the date and time, click on the calendar () icon for the date and the clock () icon for the time.
  2. Inspection type: select under the “Inspection type dropdown. Choose between “Inventory & schedule of Condition”, “Check In/ Move In”, “Interim / Update”, “Check Out / Move Out” and “Self Service”. 
  3. Inspector (optional): select the Inspector from the drop-down. If the Inspector does not exist, click on Add Inspector button to create the inspector.
  4. Key Location: select under the “Location of Keys dropdown” dropdown. Pick between “with agent”, “with inspector/clerk”, with landlord”, “with tenant” or “at property”.
  5. Started Date & Time: To set the date and time, click on the calendar () icon for the date and the clock () icon for time. 
  6. Report Notes: type in the report findings under the Inspection Note section
5. To confirm changes, click Save button.



6. Details will appear on the Inspection Summary Report. 




Add Media & Documents to Inspection Summary Report

The following documents or media files will appear as thumbnails (with hyperlink to download/view) on the inspection summary report. If is not mandatory to include them to the summary report, if not included the Image & Attachments will remain blank on the summary report. 

1. Click on the Inspection Record button. 



2. Selected inspection record screen will open.  

3. Scroll to “Documents/Communication/Notes section” and click the Documents.



4. Click on Upload button.  



5. Depending on the device, the following actions are available:
  1. Device with camera (e.g., mobile phone or tablet) – User can take a photo, record a video, or select from folder/directory.
  2. Computer device – User can search computer folder/directory to select media and documents to add to record. 
6. Once media or documents are selected, click on can Inspection Images & Attachments folder option from the menu.  



7. The selected images and attachments will be uploaded to the record.  If necessary, items can move to different folders or deleted.



8. Images & Attachments will appear on the Inspection Summary Report. 




Generate Inspection Summary Report

1. Click Admin on the Main Menu. 




2. Click on Customer Files.



3. Select Rental or Sales on the menu heading.

4. Click on the File Name to open the file. 



5. Customer File will open. Click on Inspections on the file tab ribbon bar. 



6. Inspection tab will open. 

7. Click on the Inspection Record button. 



8. Selected inspection record screen will open.  

9. Click Action button, then View Inspection summary report. 




10. Optional: Deselect the report sections to be excluded, by deselecting section tick boxes. Click View & Send button to generate report. 




11. PropWorx Inspect Summary report will generate. User has option to: 

  1. Export – Click on export to download the summary report in a PDF format to the device. 
  2. Send – Click on send to attach the PDF report to an email. 
PDF documents can be filled and signed directly on the device or computer device. Once signed, upload the signed document to the inspection record. 


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