If you've completed a report on the dashboard, you can choose to copy that report and use it in several different ways.
1. Copy a report and reuse the contents for a DIFFERENT property - if for example you've completed an inventory at a property and completed that report on the dashboard, you might need to complete an inventory on a similar property in the same block/street later on, so you can 'copy' that report, to save time and effort.
Note: that copying a report and using it against a different property will NOT include copying photos.
In the Reports screen, you'll see a copy icon to the right side of any 'final' report:
Press the copy icon, then choose the following options:
Property address - to copy the report to
Report type - name of the report
Report status - either 'in review' so the report will sit on the dashboard, or 'lock to sync' to be able to sync it straight to the app
Date and time - for the report (you can backdate the report if the report is not linked)
Inspector - person who will be completing the report
You can select the preview button in the centre bottom of the window to check it's the right template before proceeding
Then click the Copy button
2. Copy a report and reuse the contents and photos for the SAME property - if for example you've completed an inventory at a property, perhaps the tenants only move in for a short period of time and then you need to copy that report for a new tenancy. Or you may want to copy the check out report to use for an inventory update. Copying a report and using it against the same property means you can choose to copy the photos if required.
Get the option to:
Include all photos from the previous report - useful if there's only a short time between when the first report was produced. Note that they will be dated according to the date and time they were taken.
Include front cover photo only- useful to copy the front cover photo from your previous report to the new report, so you don't need to take it again. Please note: this only works if you added a front cover photo in the previous report.
Link to a previous report to produce a comparison.
To learn how to use copying in the app, click here.
or download our full PDF Guide here.
Alternatively, watch No.6 of our Useful Webinars.