Portfolio Desk
User guide
Maintenance & facilities 5 min read

Inspections

A move-out dispute is decided by what you can show. Templates make inspections consistent between staff, and a completed inspection is the evidence behind a deduction.

  1. 1

    Build the template once

    A template is the checklist: walls, flooring, appliances, plumbing, life safety, keys. Every inspection from it asks the same questions in the same order, which is what makes two inspections comparable.

    Inspections page with templates and scheduled inspections
    A real screen from the running product, captured against a demo portfolio.
  2. 2

    Schedule and complete the walk

    Inspections are scheduled against a property or unit and completed item by item. The result is dated and attributable, which is the property that matters if it is ever challenged.

Used alongside

Maintenance tickets

The work queue, from resident report through vendor assignment to cost capture.
Rent collection & delinquency

Charges, receipts, deposits and the delinquency view that decides who gets chased today.
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