Inspection Manager Integration

Overview

Inspection Manager Integration

This article will explain how to setup and use the Inspection Manager with Reapit PM.

This article covers the following processes:

• Activate the Inspection Manager Integration
• Schedule Inspections
• Carry out Inspections
• Send out the Inspection Report
• View Integration Activity
• Deactivate the Integration
• What Data is Shared with Inspection Manager

How to activate the Inspection Manager Integration

Note: Only office administrators are able complete this process.

1. Click on Marketplace.
2. Navigate to Inspections and select I****nspection Manager.
3. Click on Add to Reapit PM.
4. You will now be guided through the rest of the setup in the activation wizard.

Scheduling Inspections

You should follow the standard Reapit PM process for scheduling, rescheduling and sending entry notices.

All inspections that are upcoming and new will be synced to Inspection Manager automatically.

You can tell if an inspection should be carried out in Inspection Manager by viewing the inspection in the Reapit PM Inspections workflow. It will display a message Use Inspection Manger to complete this inspection.

If you want to use the PM App (for inspections) or want to upload an inspection report manually choose the option to do so.

Note: Inspections managed in Inspection Manager will not appear in PM.

Carrying out Inspection

Inspections that are managed by Inspection Manager should be completed in the Inspection Manager platform. Once the inspection report is finalised it will be synced back to Reapit PM.

Sending out the inspection report

Once the inspection report has synced back to Reapit PM, you can follow the standard PM process for sending and/or downloading the report before closing the inspection.

Viewing integration activity

You can see what activity has happened via the integration by viewing the Inspection Manager Integration activity log.

1. Click on Marketplace.
2. Navigate to Inspections and select I****nspection Manager.
3. Click on Activity Log
4. You can now view the activity log and the reports received via the integration.

Deactivating the integration

Note: Only office administrators are able complete this process.

1. Click on Marketplace.
2. Navigate to Inspections and select I****nspection Manager.
3. Click Deactivate.
4. Confirm you want to deactivate. Once deactivated. Reapit PM will no longer sync any information to or from Inspection Manager.

What Data is Shared with Inspection Manager

We send data from your Reapit PM account to Inspection Manager for the intended purpose outlined in this document.

• Reapit PM office ID
• Inspection details
• Property
• Tenant
• Property Management agreement incl owner
• Inspection date time
• Inspector
• Property
• ID
• Display name
• Full address
• Property type
• Property use
• accessDetails
• keyNumber
• legacyReference
• Tenancy Agreement
• tenant agreement id
• leaseName
• legacy reference
• Period
• End date
• Inaugural date
• Start date
• Vacating date
• Rent amount
• property id
• current
• Tenants (see contacts)
• Management Agreement
• maintenance instruction
• management agreement id
• ownership name
• property id
• propertyOwnership
• legacyReference
• owners information (see contacts)
• Reapit PM users information
• User ID
• First name
• Last Name
• Email
• Portfolio
• portfolio id
• name
• property ids
• property management id
• legacy reference
• Contact
• Primary contact
• Contact ID
• Type
• Display name
• Title
• First name
• Last Name
• Email
• Preferred name
• Salutation
• Date of Birth
• Phone
• Number
• Type
• Primary number
• Email