Use case

Property managers

For teams responsible for property standards, reporting quality, and stakeholder updates across multiple sites.

Typical workflow

  1. 1Set up properties and template standards for each inspection type across the portfolio.
  2. 2Invite inspectors and coordinators with role-based access for daily tasks.
  3. 3Assign and monitor inspection progress by property and status.
  4. 4Review generated reports and downloadable PDFs before stakeholder release.
  5. 5Share report links with owners, tenants, or contractors and revoke when no longer required.
  6. 6Track follow-up actions and verify closure against the original findings.

Outputs

  • Portfolio-level visibility into completed and pending inspections.
  • Standardized report outputs for owners and asset stakeholders.
  • A documented record of follow-up actions linked to inspection findings.

Controls

  • Owner/admin role control over team invitations and role changes.
  • Role-based visibility so only authorized users can manage sensitive actions.
  • Ability to revoke shared report links when access scope changes.

Common objections answered

"Will this force us to replace every existing process at once?"

No. Teams can onboard in stages by starting with a subset of properties and templates during beta.

"Can we control what external stakeholders can see?"

Yes. External distribution is handled through controlled report links that can be revoked.

"How do we keep inspection quality consistent between inspectors?"

Reusable templates and structured capture fields keep inspection submissions aligned across the team.

Run this workflow with your portfolio

Create an account and test inspection, reporting, and stakeholder sharing on real properties.