Create an Inspection Report

Rex PM allows you to conduct your inspections on the go by allowing instant uploads of photos and comments which are then generated into a report fit to send to your owners. 

To ensure your Inspections tasks are being created at the right timeframe check out our Inspection Triggers

Within this flow you have the option to send the reports directly to the owner so it is useful to have a pre-set template which you can create using the steps here - Message Templates

Create Report

For a new Property where an inspection has not yet been completed:

1. Open Rex PM on desktop or on a web app on mobile 
2. Go to Tasks > Inspections 
3. Select the Inspection you'd like to complete
4. Go to the Inspection Report tab
5. Click Create Report 
6. Enter the Room Names 
7. Click Save
8. Select the pencil icon on the room you'd like to complete 
9. Enter the Condition of the room 
   • Poor
   • Fair 
   • Good
10. Enter any Comments about the room (speak to text is available here)
11. Click Upload Images (if on mobile you'll have the option to take photos to upload directly)
12. Once all rooms are complete click the three dots next to Inspection Report > Complete Report
13. Tick to Send to Owners or Complete 

For an existing property where an inspection has been completed previously:

1. Open Rex PM on desktop or on a web app on mobile 
2. Go to Tasks > Inspections 
3. Select the Inspection you'd like to complete
4. Go to the Inspection Report tab
5. Click Create Report 
6. Select the pencil icon on the room you'd like to complete 
7. Enter the Condition of the room 
   • Poor
   • Fair 
   • Good
8. Enter any Comments about the room (speak to text is available here)
9. Click Upload Images (if on mobile you'll have the option to take photos to upload directly)
10. Once all rooms are complete click the three dots next to Inspection Report > Complete Report
11. Tick to Send to Owners or Complete 

Managing Reports

Once you're inspection i complete the report is always available within Rex PM to refer to at any time. 

This can be easily accessed or sent to the relevant parties using the below steps:

1. Go to Tasks > Inspections from the main menu or Tasks > Completed from the Property record
2. Select the Inspection you'd like to complete
3. Go to the Inspection Report tab
4. Select Actions > Download Report or Send Report
   
   
   

Managing Rooms

The first time you action an inspection report for a new property you will need to create the rooms. 

This will be saved for any future inspection reports, but if you'd like to change the name or split up spaces you can do so using the below steps:

1. Open Rex PM on desktop or on a web app on mobile 
2. Go to Tasks > Inspections 
3. Select the Inspection you'd like to complete
4. Go to the Inspection Report tab
5. Select the three dots next to Inspection Report 
6. Click Manage Rooms 
7. Once you've completed your edits click Save