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Inspections - Creating and viewing inspection routes

Updated over 7 months ago

Inspection routes can be created to help users create and track inspections more efficiently. The routes themselves must be devised/created by the user.

For example, all properties located in a particular part of town can be assigned to the same route so that they are all visited on the same trip.

1. Setting the inspection route for a property

  1. Go to Lettings Properties > View Properties

  2. Locate the property in question

  3. In the Street column, click on the property address

  4. Expand the Inspection Route dropdown

  5. Select the relevant route number (SME Professional default routes are numbered eg 1, 2, 3, 4, 5...and so on)

  6. Click Update property

2. Setting the next inspection date/time for a route

  1. Go to Lettings Properties > Inspections

  2. In the Route column, locate the relevant route number and click on the calendar icon

  3. Set the next inspection type

  4. Enter the next inspection date and time

  5. If this appointment is to be added to a calendar, tick the Add event to calendar box and then select the relevant calendar name from the dropdown

  6. Click Submit - all properties on the selected route will be updated accordingly

3. Viewing property routes

  1. From the top bar, click on Property map ()

  2. Expand the Routes dropdown

  3. Select the relevant Route number

  4. The map will update to show only properties assigned to the selected route

  5. Zoom in on the map and the grouped properties will disperse to show individual properties denoted by a red Google pin icon

Users can also use the property map to get directions to a particular property:

  1. Click on the relevant property pin

  2. Enter the starting address

  3. Click on Get directions

  4. The page will update to list the directions on the right-hand side

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