If you haven't yet registered or activated the app, get more info here!

See our YouTube Video on starting an Inventory Report

Note: Tap the Help icon (on most pages in the App) to show the Help Guide.

From the App HomePage, choose 'Add/New' and choose the kind of report needed:

• Inventory
• Inventory/Check In
• Check In
• Midterm/Interim
• Check Out

There are a few options for populating property address, setting up room/items etc:

1) Enter property details manually

For the first time visiting a property. Property not yet setup on the system.

• Enter property address
• Choose Property-Type (House, bungalow etc)
• Use the option to Add Default Rooms (according to the property type)
• Use the option to Add Default Items (according to the room type)
• Alternatively, rooms or items can be added or removed manually, later
• Set the number of bedrooms, bathrooms and tenants (optional, as named tenants can be added later)
• Tap 'Save' to save the new report

2) Lookup Property Address Only

For the first time visiting a property. Not reports yet for that property although the property has been setup via the website dashboard.

• Choose 'Property/Report Lookup'
• Start typing the property address or choose from the dropdown list of properties
• Once the adress is found, tap the button 'Use Property Address Only'
• Use the option to Add Default Rooms (according to the property type)
• Use the option to Add Default Items (according to the room type)
• Alternatively, rooms or items can be added manually, later
• Set the number of bedrooms, bathrooms and tenants (optional, as named tenants can be added later)
• Tap 'Save' to save the new report

3) Base the report on a previous Inventory (for the same property)

When visiting a property where you have previous reports. For example, creating a Check Out report referencing the last Inventory or creating a new Inventory report, using the previous Inventory as a starting point.

See our blog article 'Basics of the Property Reporting Cycle' for information on creating new reports and the flow of property reporting

• Choose 'Property/Report Lookup'
• Start typing the property address or choose from the dropdown list of properties
• Choose an existing report from the Reports-List (usually the most recent Inventory.)
• Tap 'Save' to save the new report

4) Base the report for a New Property on a previous Inventory ('Template only' option)

For the first time visiting a property. Property not yet setup on the system but there is a similar property already on the system that can be used as a basis for the new one.

• Choose 'Property/Report Lookup'
• Start typing the property address for a similar property or choose from the dropdown list of properties
• Switch ON the 'Use as template only' option.
• Choose an existing report from the Reports-List.
• Your new report will inherit Rooms and Items/Contens from the existing report but NOT the address. The report will NOT be linked to that property.
• Enter the New Property Address at the next screen.
• Tap 'Save' to save the new report

Set the 'Appointment Date'. Note: appointment date indicates the scheduled inspection date. However, once the report is started the actual 'Report Date' is automatically set and will show on the final PDF export.

Once the report is setup and saved, tap 'Start Report'.

'Report Date' is set automatically, at this point.

• Rooms/Items
• Health and Safety
• Services and Utilities
• Schedule of Condition
• Keys
• Appliances (Gas and Electric)
• Tenancy/Tenants

See the relevant tutorial videos below, for more info on starting & populating various sections of the report

Once the report is complete, both Clerk & Tenants should sign the Report. After signing by any or all parties, the report is no longer editable.

Manage tenants and signing within the 'Tenancy' section, found under the Menu (top-right).

Named tenants can be added individually.

Each tenant should read and sign the Declaration. The mandatory sections will need to be acknowledged (ticked) the tenant(s), before signing.

Each tenant should sign. Once any party has signed the report, it is locked and the report is no longer editable.

If any tenant names aren't known, the total number of tenants (including named ones) should be set on the 'Property Info' page, which will provide empty fields for any unnamed tenants for signing later, on a printed version of the report.

To set the number of tenants, tap the 'Property Info' button.

Set the Total Number of Tenants with +/-. The PDF export will show empty fields for unnamed Tenants.

However, it is strongly recommended, where possible, for tenants to sign within the app, since a record of the signatures will be maintained within the report, not just on a printed version.

From the main page of the report, click 'Manage Report'

From there, you can

Backup Report

• Copies the report to the server, including any photos
• A report can be backed up, whether or not it has been signed by Tenant(s) or Inspector/Clerk.

Submit Report

• Copies the report to the server, including any images
• Sets the report as Submitted/Complete, on the server
• Provides the option to delete the report from the device/mobile

Now browse your properties and reports on the server, export to PDF etc

View a sample Inventory Report

Starting a Property Inventory Report

Schedule of Condition fore a Property Inventory Report

Health and Safety for a Property Inventory Report

See the Check Out Report support page

See our blog article 'Creating a property Check Out report (with Inventory Egg)' for info on creating Check Out reports

See the Midterm Report support page

See our blog article 'Midterm/Interim Property Inspection & Reports' for info on creating Midterm/Interim reports

See the Property/Report Lookup and Report Templates support page