On SnapInspect you can upload all your assets with all relevant information and run inspections based on their specific requirements and needs!
How to Create an Asset
Note: Creating an asset may be restricted based on your permission level. If you’re unable to see something mentioned below, please contact your company admin for access.
Navigate to the Asset section of the SnapInspect Web App.
Click the green square icon with three lines.
Select ‘+ New Building’.
Complete the required fields and click Add.
Please Note:
Address Lines 1 and 2 are Compulsory When Adding a New Asset
How to Edit/Add Asset Information
Edit Address, Contacts, Asset Photo, Custom Fields or Blueprints here from the Assets page.
Note: Editing asset information may be restricted based on your permission level. If you’re unable to see something mentioned below, please contact your company admin for access.
In the Assets section, click the green Action button on the right side of the asset.
Select View/Edit Asset.
Asset Address Details
This is where you can edit the address, reference, alarm and key of the asset.
Select Asset Info.
Update Line 1 and Line 2.
Add Reference, Alarm and Key details if required.
Note: The map field populates automatically after Address Line 1 and Line 2 are entered. The address details must be correct in order for the map location to populate.
How to Add or Update the Asset Photo
This is where you can add a photo of the asset to pull into the front cover page of your inspection reports.
Select Asset Photo.
Either drop the photo into the window or click the "Asset Photo" text to open your file explorer.
Note: Maximum file size is 7MiB
CLICK HERE to learn more about the Report Builder.
How to Add Contacts to your Asset
This is where you can add relevant contacts (like tenants, owners or other key stakeholders) to the asset which will work together with your email templates to automatically send updates at triggers of your choice - like new inspection upload, status update, or task creation.
Select Contacts.
Select New Contact to create a new contact for this asset and add in the details like names and email.
Note: You can create custom contact types (like "Superintendent" or "Site Manager" under Company Settings - CLICK HERE to learn more).
How to Add Custom Info to your Asset
Custom Info allows you to store additional details against your asset - such as internal references, building specifications, lease notes, or any other metadata specific to your workflow.
These fields can help personalize your reports, power dynamic content in email templates and inspection headers, and assist with integrations.
The custom info fields vary per account, depending on company requirements. To add custom info against an asset, simply fill in the details in the Custom Info tab.
Note: Custom Info fields need to be set up by a company owner. CLICK HERE to learn how to set up Custom Info fields.
How to Create a Multi-Family Unit
Note: Some features or data may be restricted based on your permission level. If you’re unable to see something mentioned below, please contact your company admin for access.
Click the green Action button next to the asset you want to convert into a building.
Select 'Mark as Building'.
Click the Action button again, then choose ‘+ Unit’ to add a unit to the building.
Complete the required fields and click Add.
! Converting an Asset to a Building is a permanent action. Make sure to do it accurately to avoid needing to recreate the Asset.
How to Add a Room to a Multi-Family Unit
Note: Some features or data may be restricted based on your permission level. If you’re unable to see something mentioned below, please contact your company admin for access.
Click the green Action button next to the unit you want to add a room to.
Select '+New Room'.
Complete the required fields and click Add.
Please Note:
Alternatively, you can import all Units and Rooms at once instead of adding them individually. For help with this, please reach out to our support team.
Adding Units and Rooms to a Building is dependent on your subscription plan. If this feature isn't visible in your account and you need it, please contact our customer support to help activate it for you.
How to Delete an Asset
In the Assets section, select the green 'Action' button beside the relevant asset.
From the drop-down choose 'View/Edit Asset'
Select the red 'Delete' button.
How to Delete Assets in bulk
In the Assets section, click the Select button.
Choose the assets you want to delete in bulk.
Click the large green Action button.
Hover over Bulk Operation and select Bulk Remove Asset.
Review the selected properties, then click Start to proceed.
Folders
If your account has Folder permissions enabled, you can use them to control access to specific assets by assigning roles and assets to designated folders.
This allows you to ensure that only the right people have access to the right assets.
To learn more about how assets, folders, and roles work together, click here to read our full guide.
If you have any additional questions or need support, please contact the team at support@snapinspect.com.