Ability to have a 'property visit log' recorded again each property / unit
We would like to start a 'property visit log' for whenever we visit one of our properties, so that any notes can be recorded against it, for example cheeked cleaning, checked gas bottles, hazards etc Is there an option to use an RMS 8 or 9 feature to record these details against the relevant property?
We would record on paper during the visit, and then transcribe into the property information once back in the office.
Hello Nicole, thanks for the suggestion. A lesser known feature in RMS is the Jobs Maintenance (or as I prefer to call it the preventive maintenance module) should work perfectly for this requirement. Typically the module is used to report jobs that have to be done but can just as efficiently record what has been done. A complimentary reporting suite and search screen would do all you need I am sure.
Here is a link to a short webinar recording that will show you how to setup and use the preventative maintenance module.
https://www.youtube.com/watch?v=W8aiSbKAYOw
Once you start using 9+ you can enter these jobs into RMS on your tablet or laptop at the property… no more double handling.
Dave