Inspection Scheduling allows you to plan your route for inspections to be actioned on the same date. This will also enable you to keep your owners and tenants up to date with the progress of the inspection task.
Before you can get to scheduling Inspection Tasks need to be created. You can review the below help articles for more information:
Create a Route
To create an Inspection Route:
- Open Rex PM
- Go to Tasks > Inspections
- Select which Inspections you'd like to include in the route
- Click Plan Inspections
- Select the Inspection Date & Leave Time
- Enter your start and end address
- Click Continue
- Drag and Drop Inspections to plan the most suitable route
- Select Update Inspection Run
Location Settings
When planning your route you may find some addresses that need confirmation or adjusting which will be shown via a message like the below.
To resolve this you can click the drop down and drag the map to select the correct address. Finally, click Save.
Editing a Route
While you're planning your route or after you've completed planning additional properties may need to be added which can easily be amended using the below steps:
- Open Rex PM
- Go to Tasks > Inspections
- Select Inspection Runs in the left menu
- Click on the Inspection Run you'd like to edit
- Select Edit in the top right corner
- Drag and Drop the order of the Inspections or;
- Select the red rubbish bin to remove a property;
- Select Add Inspections to include additional properties
- Select the drop-down to extend the inspection duration
- Select the pencil icon to edit the Leave or Start time or Address
- When you're happy select Update Inspection Run in the top right corner