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 inspect the property.

Step 2

Move the task to scheduled by clicking that stage in the workflow

Step 3

Send your Form 9 Entry Notice by clicking the Entry button.

This will create a draft Form 9 for you complete.

Once happy with the draft, you can digitally send the entry notice to your tenant by clicking the green Send Entry Notice button and signing the form electronically - the system will save your signature for all future notices. The tenant will receive an alert to the tenant with the Form 9 PDF attached.

Remember: If you change the date of the inspection after it is scheduled, you will need to send another Entry Notice.

Step 4

If you have Managed Inspect enabled, complete your Routine Inspection digitally.

If you use a 3rd party inspection app, complete the report then add the PDF to your Routine Inspection task:

Once the report has been completed, mark the task as completed. The app will then schedule the next inspection for you based on the frequency settings.


Other helpful articles: Configure the lease, How to complete a routine inspection

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