Inspection Set up - Property Managers

To enable this feature, please go to:

1. Your profile at the top right, select My Account, and Additional Features.

2. Next toggle on Inspections. 

3. Select the Blue Update button at the bottom.

How do I add an Inspection Template?

Click on Setup and Inspections Templates

• From here you can upload a template or manually build one in ResortCleaning. 

• If you selected Upload Template, you will then be prompted to upload your template. We have provided a sample template that you can download to get yours in the right format.

• Once you add your template, you need to give it a title and apply it to your regions/areas.
• The Template Type will need to be on Appointment Type to be able to schedule to an appointment.

• Click SAVE. Your template is now ready to be applied to your properties.

How do I add an Inspection Template to a Property?

Go to the Properties and Price Config

1.  Select the property to add the inspection to that particular property and service.
2.  If you want your internal inspectors to use the template, then select the dropdown under the PM Inspection to find and select the template.
3. If you want your Cleaning Team to use the template, then select the dropdown under the CL Inspection to find and select the template. ***Your Cleaners will need to be using the inspection functions in their ResortCleaning account if shared.

How do I add an Inspector?

Click on Staff and View

1. Click on Add Staff
2. Click the check box for Inspector
3. Enter the Inspector’s name
4. Create a User Name for the Housekeeper to use in the app
5. Enter Contact information for your records if needed.
   
6. On the App Future Days drop-down choose how far in advance each Inspector can see their schedule on their app. Remember that the Inspector will only see the appointments that are assigned to them
7. Select the Region/Area you want the housekeeper to be a part of.  If no additional Regions have been added, choose “Default Region".
8. Select the Blue Save button at the bottom

Next, you will need to create a password for your Inspector by selecting the pencil icon to the right of their name and then Change Password.

If you have any questions or notice any problems, please reach out to [e-mail]