Your Routine Inspection tasks are automatically created and added to your action centre once you configure each property's lease. They're only draft at this stage, so only you can see them until you're ready to schedule them in.
Step 1
Confirm the due date and task followers. The due date is the day you will attend the property and also the day the access notice will be for.
Step 2
Move the task to scheduled by clicking that stage in the workflow
This will send the access notice to the tenant and if you've chosen to have the landlord as a follower, will alert them that you've scheduled an inspection of the property.
Please see below an example of the access notice sent to the tenant:
Step 3
Once you have completed the inspection and the report is done, click edit and drag the PDF into the task.
You can then finish off by sending a personalised message to your owner and move the status to Completed. The app will then schedule the next inspection for you based on the frequency settings.
Other helpful articles: Configure the lease, schedule a rent increase