Tools for Efficiency

Workflow

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

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.

Letter Generator

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

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

Scheduling Tools

Our flexible appointment scheduler lets you schedule inspection and non-inspection events (vacations, holidays, etc.). Schedule for multiple inspectors from one location.

Flags

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

Interested in learning more?

Get in touch and we would be happy to schedule a detailed overview of our solutions.

Software Support & Training

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