Assets
An Asset is the property or item you inspect.
This is the starting point for all inspections.
Assets can be standalone properties, like a warehouse, property, or retail space.
If needed, you can convert an Asset into a Building to create multiple units within it.
Buildings
Buildings allow you to organize multiple units within an Asset.
When you convert an Asset into a Building, it unlocks the ability to add individual Units within this asset.
This is useful for apartment complexes, office buildings, or multi-tenant properties, or HOAs.
Units
Units are individual inspectable spaces created under a Building.
A Unit is its own Asset, but it exists within a Building.
Each Unit can be inspected separately, with its own reports and inspection history.
How to turn an Asset into a Building?
Navigate to the asset section
Beside the correct Asset click the green 'Action' button
Click 'Mark as Building'
How to Add Units to a Building?
Navigate to the Assets Tab
Click the green 'Action' button next to the relevant building.
Click '+ New Unit'
Fill in the fields and press 'Add'
Please Note:
If you accidentally converted an asset to a building, this cannot be reversed. You'll need to remove the building and recreate the asset.
How to move the existing Unit to a different Building
Navigate to the asset section
Select the blue 'i' icon beside the relevant asset
Beside the correct Unit click the green 'Action' button
Select 'Assign to Building'
Type in the new asset
Select Save
Please Note:
When writing in the new asset, only type in the first few letters of the name, and a dropdown will appear displaying different options.
How to allocate an Asset to a Unit
Navigate to the asset section
Beside the correct asset click the green 'Action' button
Select 'Add to Building'
Type in the new asset
Select Save
Updating the "Managed By" field
You can update the "Managed by" field by clicking on the dropdown in the "Managed by" column and either selecting from the available list, or start typing the users name to quickly filter and select.
Viewing Schedules
You can also view all schedules tied to each asset by clicking on the blue arrow icon next to the Schedule button.
Simply click on the blue arrow next to the Schedule button to expand and view all schedules against all assets.
Please Note:
You can click on the blue arrow icon again to collapse the schedules.
If you have any additional questions or need support, please contact the team at support@snapinspect.com.