Tools for Efficiency
Workflow lets users program the software to automate certain steps in a process, eliminating much of the drudgework. Through date- or action-triggers, the software activates your custom workflow rules to schedule a re-inspection, add an invoice, or to generate a reminder, email, or letter.
Reminders may be added manually or generated through workflow rules. Selected users receive the reminders; clicking “Go” takes those users directly to the record in question.
Our letter-generation system integrates with Microsoft Word; pull critical data from your Building Department software into a Word document for professional-grade letters. Generated letters are saved as attachments to your database for a proper paper trail. Letter generation can be tied into your workflow as an “action-trigger”; as an example, once a letter is generated, a re-inspection is automatically scheduled. Letters can also be automatically emailed.
Inspector’s View is a specialized view, letting the inspector (or another authorized user):
- Set up the order of inspections
- View past, present, future inspections
- Go directly to the property on which the inspection was scheduled (no need to search)
- Assign one or more inspections to other inspectors
- Change the date of one or more inspections
- Complete an Inspection
- Print a trip list
- Print a schedule
Our flexible appointment scheduler lets you schedule inspection and non-inspection events (vacations, holidays, etc.). Schedule for multiple inspectors from one location.
Highly visible flags notify other users of important information regarding a property.
Stop Work Orders
Stop Work Orders in the software act just as they do on real properties. Authorized users can restrict all activities from moving ahead until a resolution is reached. Restrictions include:
- Issuance of permits, certificates, and certificates of occupancy
- Scheduling of Inspections
- Miscellaneous record insertions