Property Inspection and Reporting Process

Début du flux de travail/processus.

Fetch property address, owner information, and property type from the Property Data Model.

Create a task for the Field Inspector to visit the property and perform the physical inspection.

Populate the task with a standardized checklist covering structural, electrical, and plumbing components.

Create a new record in the Inspection Reports data model once the inspection task is completed.

Update the 'Last Inspected Date' and 'Condition Rating' fields in the original Property Data Model.

Retrieve the results from the most recent historical inspection to compare findings.

Execute a formula based on checklist findings (e.g., subtracting points for every identified defect) to derive a health score.

Aggregate all estimated repair costs identified in the checklist items to calculate the total projected expenditure.

If defects are found, automatically create a new entry in the Work Order data model.

Create a task for the Maintenance Manager to review and approve the identified repair items.

Generate a formal, non-editable PDF report summarizing the inspection findings and photos.

Send an automated email to the property owner containing the summary of the inspection and the maintenance score.

Send an SMS notification to the maintenance contractor when a new repair work order is created.

Update the 'Risk Category' field in the Property Data Model based on the calculated maintenance score.

Delete any incomplete or duplicate inspection draft entries to maintain data hygiene.

Fin du flux de travail/processus.