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Mobile app - Units

Inspections specific to each unit within a building or structure

Written by Beau O'Hara

This Multi-Unit feature is available in our Pro subscription plan.


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Summary

Use the Units feature to service condos, apartments, hotels, hospitals, etc.

Key Points

  • Enter inspection information specific to each unit within a building or structure

  • Each unit will have its own service time, status and unit condition

  • Enter notes specific to each unit

  • Add materials and pest activity

  • Residents can sign for their service

To service the units in the mobile app, scroll to the bottom of the Work Order and tap Units: 

(Should you discover that you missed adding a unit when setting up the customer's location, you can tap Add and add a new unit there.)

Tap View all and the list of units and the dwellers names appears:

Note At this time the list does not sort in numeric order. You can quickly find a unit by entering the Unit number in the search box at the top.

Tap a unit entry and the Inspection page appears. 

  • Tap the box to the right of Service Time to enter the time

  • Tap Status to input the status 

  • Tap Unit Condition to input a condition 

  • Tap Notes to add notes, such as who let you in: Tenant, Super, Neighbor or Friend or unusual observances upon entering; odors, lots of pets, lots of pet odors, etc.

  • Tap Materials Use add to materials

  • Tap + ADD next to Pest Activity to add the pest. 

  • Tap Activity to enter the level of Activity

  • Tap Signature to have the person occupying the unit sign the work

  • Tap Save in the upper-right corner of Unit Inspection page to move on to the next unit.

Also watch this video to see how to set up Units. 

Continue on to: Mobile app - Diagram


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