Routine property visits with a clear audit trail
Log ingoing, outgoing, and periodic inspections with room-linked photos and notes. Capture is production-ready; Property management PDF layouts are catalogued for a future release.
Report types
Property management appears in the report type catalog. Capture and collaboration are available now; the dedicated Property management PDF layout is not shipped yet. Use Building inspection PDF export for tenant and owner packs in the meantime.
Where teams use Site Reports
Typical jobs in this sector and the workflows that support them.
Ingoing and outgoing condition records
Walk units with a consistent room list so owners and tenants see the same structure at lease start and end.
Key workflow: Zones and rooms
Maintenance issue tracking
Raise tasks from findings, assign maintenance follow-up, and keep photographic evidence attached to the originating room.
Key workflow: Project tasks
Portfolio visibility for PM teams
Org-wide projects and contacts help portfolio managers see which properties were last inspected and by whom.
Key workflow: Org workspace
The outcome
Reduce disputes with dated, room-indexed evidence even while specialised Property management PDF branding is still on the roadmap.
Related features
Related pages
From site walk to signed-off report
Three steps inspectors finish on site before they leave the property.
- 1
Zones and rooms
Define rooms and areas on site or from a plan so every finding has a clear location.
- 2
Photos and notes
Attach photos, severity, and narrative notes per finding while you walk the property.
- 3
PDF export
Compile captured evidence into a structured PDF report for clients and stakeholders.
Property management questions
Common questions about capture, PDF export, and team workflows.
Can I export a Property management PDF today?
Is capture ready for portfolio teams?
How do I document a routine visit quickly?
Will my data migrate when the PDF layout ships?
Start capturing in property management
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