Rex PM allows you to create and manage all Inspections including Routine, Entry and Exit Inspections.
Create Inspection Task
Go to Tasks > Inspections
Click Create Inspection
Select your Inspection Type
Routine Inspection
Entry Inspection
Exit Inspection
Once you have created your Move Out/In Task you can begin adding all the details.
This information includes:
Description - a brief note about the task
Property - which property record this is in relation
Tenancy - which tenancy this is in relation to
Managed By - who is in charge of this task
Progress - current progress of the task
Priority - how important is this task
Follow-Up Date - the date you would like to be reminded of this task
Due Date - proposed inspection date
After creating you task you have the ability to add notes and any documents you require to relate to this task.
Manage Inspection Task
An Inspection Task can have one of the below statuses:
Not Started
Notice Issues
Inspection Completed
Report in Progress
Report Completed
Report Sent
To quickly update the progress of your Task you can click the drop-down in the Progress column and select the new progress status from the drop-down.
Close Task
By changing a Task to Closed it will no longer show in the Open Task view but rather be stored in the Closed Tab.
This is intended for Tasks that require no further action.
A Task can be Marked as Closed is the following two ways:
Click Actions
Select Close from the drop-down
Click on the 3 dots on the task in the list view
Select Close from the drop-down
