Training Workflow Detail

inspectionv1.0

Move-In Inspection Workflow

Inspections

Schedule move-in inspection → assign inspector → complete checklist → capture photos → collect signature → file report.

InspectorProperty ManagerTenant

⚡ Trigger: Tenant move-in date confirmed, unit assigned

1

Schedule Inspection

Property manager schedules the move-in inspection.

Role: Property ManagerTrigger: Lease activation / move-in date setAction: Inspection record created with type=move_inOutput: Scheduled inspectionSLA: 24h
Inspector: Inspection assigned
2

Assign Inspector & Template

Select the inspector and choose the appropriate inspection template.

Role: Property ManagerTrigger: Inspection createdAction: Inspector assigned, template loaded
3

Conduct Inspection

Inspector goes to unit with tenant. Works through template section by section.

Role: Inspector / TenantTrigger: Scheduled dateAction: Checklist completed, photos uploadedSLA: 2h
?

Issues Found?

Decision

Were any items rated Poor or flagged as deficiencies?

Role: InspectorTrigger: Checklist completedAction: Review flagged items
✅ Yes → Step 5 - Log Issues❌ No → Step 6 - Collect Signature
5

Log & Escalate Issues

Inspector logs each deficiency. High-severity items flagged for maintenance.

Role: Inspector / Property ManagerTrigger: Items flaggedAction: Issues created, maintenance requests initiated
Maintenance: New issues from inspection
6

Collect Tenant Signature

Inspector presents completed checklist to tenant. Tenant signs digitally.

Role: Inspector / TenantTrigger: Checklist completeAction: Digital signature collected
7

Submit & Generate Report

Inspector submits. System generates PDF report.

Role: Inspector / SystemTrigger: Signature collectedAction: Inspection submitted, report generated
Tenant & PM: Move-in inspection report emailed
base44
Edit with Base44