Bulk operation is a handy productivity feature that lets you assign specific tasks to multiple assets at once.
Getting Started with Bulk Operations
Go to the 'Assets' tab in the web app.
Click the yellow 'Bulk Operation' button on the right side of the screen. This will prompt a pop-up window that gives you access to bulk operation.
Selecting Assets for Bulk Operation
You can choose assets for bulk operation using the top filter or by individually selecting each asset.
Search Options Include:
Keywords: Search by keywords in the inspection title, like an asset address.
Manager: Filter assets managed by a specific property manager.
Status: Filter assets by status (if relevant to your account)
Performing Bulk Actions
After selecting the assets, click the dropdown menu labeled 'Please Select Bulk Action' at the bottom of the pop-up window
Available Bulk Actions:
Bulk Create Schedule: Create Schedule allows you to schedule an inspection against an asset. Simply select who you wish to assign the inspection to, the inspection type, the time and date, and any additional info about the inspection.
Bulk Request Inspection: Request Inspection allows you to request an inspection from your tenants/external stakeholders whenever you require an inspection to be completed. E.g. in/entry, move-out/exit, routine, maintenance, or any other inspection type you need to perform depending on your industry.
Bulk Update Status: Status is a rating system for your assets specifically designed so that users can quickly identify the current status of each asset. E.g. Active, Under Review, etc.
Bulk Remove Asset - This bulk action will permanently delete all assets selected
Bulk Remove Schedule - This bulk action will permanently delete all scheduled inspections assigned to each selected asset.
Bulk Remove Contacts - This bulk action will permanently delete all contacts assigned to each selected asset.
With these bulk operations, managing multiple assets becomes more efficient and streamlined in SnapInspect.