SnapInspect’s Projects feature is ideal for time-sensitive inspections like due diligence. It groups multiple units and buildings under one project, making it easy to manage, track progress, and generate reports all in one place.
Why Use Projects?
The Project feature is ideal when you need to:
Enable multiple inspectors/users to collaborate on a project simultaneously
Prepare for an upcoming inspection project (e.g., Due Diligence, Lease File Audit) by grouping specific assets.
Group completed inspections for analysis.
How to Set Up Projects
Navigate to the Projects section and select '+ New Project'.
Fill out all necessary information.
Select the 'Audit' checkbox if this relates to Lease File Audit.
Select 'Save'.
Please Note:
Each project has an admin and members. Members can complete assigned inspections but cannot edit the project.
The Audit Log checkbox is not available by default for all accounts. If you require access to this feature, please contact our support team for assistance.
TWO WAYS TO USE PROJECTS
Method 1: Add Properties & Assign Inspections
Use this method when your team needs to complete inspections within a project.
Create your project in SnapInspect.
Go to the Assets tab.
Click the ‘Select’ button.
Select the properties you want to add.
Click the green ‘Action’ button in the top right.
Choose ‘Add to Project’
In the pop-up, select the correct Project and the Inspection Type.
Your team can now log in on the mobile app, go to the Projects tab, and complete inspections.
As inspections are completed, project progress will update automatically.
For more Information about Projects via the Mobile App, Please Click Here.
Method 2: Add Completed Inspections to a Project
Use this method to group completed inspections for review, reporting, or export.
Create your project in SnapInspect.
Go to the Inspections tab.
Click the ‘Select’ button.
Select the completed inspections you want to group.
Click the green ‘Action’ button in the top right.
Choose ‘Add to Project’ and select the correct Project.
Exporting Inspections (Optional)
Go to the Projects tab.
Find your project and click the green ‘Action’ button.
Choose from the options:
View Inspections
Edit Project Details
Export to Excel
Archive Project
Delete Project
If you have any additional questions or need support, please contact the team at support@snapinspect.com.