Q: How do I prepare and send my inspection report to the owner once I have completed the inspection
Once your inspection shows in the Uploaded area on the inspection app the inspection will be in the Import List and the Property Diary inside your Palace database.
The Import List is found in your Palace database by clicking on Property > Property inspections > Import List.
Here you will see a list of your most recent inspections so you can easily edit and email your inspection reports. (You can also find each inspection report within the Diary of each property).
You can filter to see only inspections under your name by clicking on the Property Manager filter.
If you want to remove any entries from showing in this list, you can select the tick-box on the left of the property address and press the green Clear button at the top right of the page. This will remove the inspection from the Import List but the inspection report will remain in the Property Diary.
(Note: The Import List cannot be restored if incorrect entries are deleted)
To access the inspection report for editing/downloading or emailing, click on the Edit button to the right of your inspection.
Click on the blue/white + to open a room to see all the features and check your details.
Once the room is open the blue/white + will show as a red/white -.
To duplicate a room and its features, click the Edit button to the right and click Duplicate.
To edit the room name, click the Edit button to the right of the room and you can edit the Label.
Note: You cannot add an individual room/feature to the Inspection report.
If you need to add a feature you would need to
(a.) Duplicate a room
(b.) Rename one of the features
(c.) Drag the feature into the room where it's needed
(d.) Delete the extra/duplicated room.
Images that have a blue tick will be included in the inspection report you generate. If you want to exclude an image from the report but don’t want to delete it, simply click on the blue tick to deselect the image.
To generate a report with NO images, you can press the Select All button to select or deselect all the images at once.
To download the images and save them to your computer you can click the Select All button and then click the Download Selected button to the right. This will download any images that are currently selected.
(The selected images will be downloaded to a compressed file. The images can be viewed withing the compressed file, however, if images need to be edited they would need to be extracted from this file.)
Here, you can add some extra information for your Owner. Any information added here will show at the bottom of the report.
Email the report
When you have finished editing the Inspection Report, you can email your Owner from this page.
Click on Report at the top right-hand side of your screen:
Change the Yes/No toggles to include/exclude the letterhead, owner's postal address, and tenant's name.
If you would like to look at the report before sending it you can click Generate (and download the PDF document when the option is available). This will help in case something is missed and you can go back to the report to edit it.
Or, if you are happy to email this report now, click the Email button. The report will be generated to PDF and attached to a draft email to your Owner where you can add the body of the email and send the email.
Reaching out to our support team:
When creating a support request please ensure you have placed as much information as possible to help the support agent to investigate your query. I.e., full contact details, contact number, company name and items regarding the issue you are experiencing. I.e., tenant/owner/supplier/property name, a copy of a report (if possible).
If you require additional assistance, click here to submit a support request or click on the pink/white Help button from within Palace.
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