Our Pro modules come with features that enable powerful automation, backed by unique customisation of property forms and workflows, connecting clients, suppliers and third-party software together to automate your property visits end-to-end while ensuring every detail is accounted for.
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Create effortless property visits, configure reports, tasks, and streamline services using advanced templates with intuitive conditional logic.
Generate professionally-branded, detailed, and data-rich documents with just a click of a button. Automatically trigger follow-up actions based on responses or seamlessly sync updates to your other software.
With Inspections Pro, experience the power of a custom-tailored platform that enhances property operations and reporting, making them more efficient, intelligent, and effective.
Add additional fields to your Inspections, for capturing data up front / at point of booking or importing from third-party data sources, or even when marking reports complete. Auto-embed custom data within reports to shortcut data entry. Choose between text, dropdowns, dates and number fields and create filters or saved searches to filter inspections by custom fields.
From dictionary-assisted text to dropdowns and geolocation fields; personalise forms with additional fields and required data-capture formats. Deep-dive into reporting and analytics features for valuable insights and bespoke reporting formats to fit your business needs.
Customise forms to require set information points before reports can be completed. Add additional context or prompts with read-only fields for guiding users to take action or complete scoring tailored to your needs.
With a range of options to guide and augment data capture, create intelligent templates, including dynamic triggers that require a minimum number of photos, videos or hide or show additional questions. Automatically prompt and flag follow-up actions based on certain responses for end-to-end property management.
Configure steps within your reporting and property visit workflows. Add in confirmation steps to guide internal teams or support tenant self-service. Build processing steps for transcription and internal reviews for auditing documents and reports before publishing.
Tag your current location against an item to mark where each item is within large properties and estates, linked to advanced reporting and analytics features to create asset registers and effective maintenance, repair and replacement schedules.
Annotate images taken within the app by circling areas of interest in your photos, adding markups to point out areas of concern, damage and pinpoint maintenance issues to share with contractors and teams.
Properties Pro provides better issue management and automated work orders, allowing you to close the loop on inspection results, with permanent and quick access to historical audit trails to back up your property data and ensure compliance, making you a more effective property manager.
Customise and enrich your property data by type from multiple data sources, giving you a more comprehensive view of your portfolio. Automate appointments and create unlimited workflows, streamlining your property management tasks and reducing admin.
Add required or specific information boxes that must be filled in when creating a property, assigning a team member, or adding an inspection. Specify capture of meter readings, current gas usage and utilities with prompted picture taking for evidence, managing deposit disputes and helping users to be more eco-conscious.
Log cleaning, maintenance issues, and identify replacements for items or safety equipment for efficient issue management. Add detailed cost breakdown for each action to act as a cost indicator. Generate checklists from actions to track completed and pending tasks efficiently and notify key staff or contractors with updated outstanding lists.
Manage actions, across all reports and all properties. Add costs, add notes and mark them complete when done. With your maintenance in one convenient place, ensure nothing gets missed and compliance is effective.
Manage tasks, including cleaning, maintenance, and replacements efficiently. Add cost breakdowns, track progress with checklists, and share auto-generated PDF reports for asset management, transparency and team accountability.
Task your team or contractors by grouping issues, assigning responsible persons, and track actions to streamline workflows and boost productivity. Add prices, notes and choose to notify specific users or teams when an action type is completed with oversight of a property's actions via the Actions tab.
Import data sources such as meter readings, alarm and sensors or display live weather conditions to manage external reports and tasks. Auto collect and update for each report type using our Custom Fields function. Create and return building sensor data, capture land registry information or task your property management software.
Drive efficiencies in time management and reduce your carbon footprint and impact by planning optimum routes for inspections using our initiative map feature. Filter reports by client, type and inspection state to allow users and Teams to update appointment times and edit schedules.
Auto choose templates and assign specific report types for tailored scheduling. Benefit from versatile scheduling options and automatic reminders. Allocate resources and identify shortfalls with comprehensive, periodic and custom scheduling, streamlining operations with bulk application of schedules to multiple properties.
Your ultimate solution for managing a remote team, with advanced availability, workflow and scheduling, drag drop agendas and special features, Teams Pro is the ultimate solution for modern-day service providers.
You can easily organise and manage user groups, track team members' availability, and process contractor payments in a few simple clicks.
Whether you need to schedule routine tasks, track contractors' invoices, or manage multiple teams across different regions, our software has you covered. You'll have complete visibility and control over your team's activities, ensuring that everyone is working together seamlessly.
Data fields elevate data management by capturing in-depth information about team users, customizable for specific roles, facilitating efficient record-keeping and retrieval. Profile pictures enhance security and visual identification during team expansion. Streamlined data entry, required fields, and accessible information ensure accurate data and foster increased collaboration between team members and management.
Keep track of events, notifications, and property history in a real-time timeline. Receive instant alerts and summaries of current and past reports. Effortlessly manage team permissions and groups, enabling easy access to custom reports and information. Apply tailored rules for specific inspection types, addresses, and client properties, enhancing visibility by assigning account management to team members.
Manage a live timeline of all events, notifications and property history that alerts you instantly when something happens and provides summaries of your outstanding and past reports. Choose how to display your set business hours on your calendar including those that have not yet been assigned with an inspection.
Arrange your calendar, seamlessly view and filter past and future bookings, either horizontally or vertically, all according to your saved preferences. Easily reassign appointments by effortlessly dragging and dropping existing bookings to the appropriate clerk, ensuring smooth coordination within your team.
Safely handle payments, including sensitive banking and shareholder details, using the secure Pay Now option. Make payments directly on generated invoices through a secure link, and receive timely alerts when payments are received, instantly marking invoices as 'Paid'. With automatic transfers to your bank account every 7 days, contractor and expense management is hassle free and seamless.
Set up user Workflows to users or Team level to create, accept and manage their own inspections and transcriptions, exchange messages with clients for quick issue notifications and submit reports for audit and review.
You know that building strong relationships with your clients is key to your success. That's why our Clients Pro software is designed to help you tailor your services to meet your clients' specific needs.
Create client-specific report templates, configure pricing, and automate invoicing and payments. Configure live availability, permissions and personalised email notifications, giving your clients a seamless booking experience.
Our software gives you a competitive edge by offering more powerful automation and customisation options, building better relationships and improving client retention.
Showcase key information required at the point the inspection is created or completed using additional client fields. Select text, date or number fields to determine the type of information and auto select required to ensure that the information is captured for every report.
Refine your pricing strategy by customising rates for distinct report types, set Additional Pricing and your margin, to automatically calculate the contractor or clerk fee for pay per report. Bypassing the default or global price lists means you can streamline pricing updates, utilise the Copy from another client dropdown during editing, enabling seamless duplication of pricing adjustments across clients.
Customise your business hours, easily shifting between earlier or later start times. Block out periods of Clients can create / request multiple booking options that adapt to their needs, flex with seasonal changes, and scale with your growing service.
Share time slots and update availability instantly to help clients book with confidence and ensure out of hours, holidays and booked slots are not overridden. With client-specific and secure booking forms, control your diary, resources and costs.
Enhance your clients' experience by incorporating a booking form directly into your website. Clients can conveniently access and schedule reports, providing them with the access of information within. Streamline the booking process effortlessly.
Gain insights, track performance, interrogate and gain a deep understanding of account activity, actions and performance across your entire property portfolio and client base.
Dashboard Pro combines analytics across all areas of the software with more detailed audit trails and enhanced customisation.
An advanced inspection software dashboard offers real-time data visualization, customizable widgets, and performance metrics, facilitating efficient inspection management. Users can monitor inspections, access key indicators, and receive alerts, enhancing decision-making and workflow efficiency across industries.
Configure on your own notification sounds for your desktop device.
View an in-depth analysis of your account and activities. Run weekly, monthly or yearly queries to create data focused metrics and save reports to monitor and track performance.
Use our advanced RESTful Developer API to push and fetch data between Inventory Base and your own internal systems.
£ / month
