Create a Report in the Office
This is a great way to get a head start on your report before you visit the property.
Creating a report on the dashboard is useful in a number of different scenarios:
You already have a lot of knowledge about the property, and you want to be able to start your report in the office before syncing it to the app to finish at the property
You have a paper inventory report, and you want to get it added to TouchRight, backdated to the date the report was created, in order to schedule a 'linked' check out report
You were unable to complete your report at the property using the app, but you have taken separate photos and now want to create your report on your PC
Click the ‘Reports’ Tab on the left hand side menu and select 'Create Report' from the dropdown menu.
This will prompt you to create the report. When doing this, it is possible to backdate the report if required by changing the 'Scheduler Start' date, and then selecting the date that you want to be displayed on the report using the calendar.
Once scheduled, find your 'in review' report in your Reports>My Reports list.
Click the pencil icon to begin adding information. Photos can be uploaded from your local computer files.
Please note: currently if you have your TouchRight account integrated with your back office system (Acquaint, agentOS, Qube SLM, SME Professional), although you are able to start creating a report on the dashboard in TouchRight, the link for that report will not be available in your back office system. These reports would be available to download or get access the report link in TouchRight only. Only where the appointment originated in your back office system will those report be available in your back office.
Related Articles
Create or edit a property
New to TouchRight? Click the 'Create' button against the Properties tile to add your first property. Dashboard Property Tile Add the address details: Address 1, city and postcode are mandatory. Click Save. If a new TouchRight account, consider using ...Schedule an appointment on the dashboard
New to TouchRight? Once a property has been created, schedule an appointment to sync the app to complete. Click on ‘Schedule’ in the side menu or 'Create' in the Appointments tile below the map. Select the property, report name and inspector from the ...Add, edit or remove users in TouchRight
You can add an unlimited number of users to your account. You must have Account Owner permissions to add, edit or remove users. You can securely manage your users through five distinct permission levels: Account Owner, Internal User, External User, ...Finalise a report that the tenant has added comments to
Our Comments feature gives your landlords and tenants the option to review, comment and sign reports remotely, providing an end-to-end paper-free solution. Whether you choose to check tenants in at the office or at the property, this feature will ...Send a report to tenants or landlords so they can complete remotely
How to send a report to tenants or landlords so they can complete remotely If you're not able to attend the property yourself, our self-service report templates will enable someone else to document the property for you What does this option allow you ...