How to Add an Inspection/Landlord Record

Desktop Version You are also able to add and save Inspection/Landlord Details and Address without creating a certificate. From the sidebar click on “Inspection Details” Tap “Add Inspection/Installation Details” Fill in all required information and tap “Save” Repeat the same process to add a Landlord/Agent by selecting Landlord Details tab on the sidebar.

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How to View Existing Certificates

The Desktop Version From the sidebar tap on “Certificates” Check you are on the “Completed Certificates” tab Select the required certificate from the list or use the search bar by typing in Landlord or Agent Name, Address or created by etc. This will then allow you to be able to either “Resend Certificate”, “Edit Certificate”, […]

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Where are my Draft Certificates

The Desktop Version From the sidebar tap on “Certificates” Tap the “Draft Certificate Tab” Select the required certificate from the list or use the search bar by typing in Landlord or Agent Name, Address or created by etc. This will then allow you to be able to either “Resend Certificate”, “Edit Certificate”, or “Delete Certificate” […]

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Creating a Certificate

The Desktop Version Certificates are linked to Inspection/Landlord Details and Address, You will be required to input this information when creating a new certificate. From the sidebar click on “Dashboard” Tap required tab “Domestic” (for example) Tap “Homeowner/Landlord Certificate” (for example) Tap either “Choose Existing” (if you already have the inspection details saved in the […]

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