Reports & Inspections
Edit, resend or delete a remote reporting request
Once a remote report has been sent to the tenant or landlord, it is possible to cancel or edit that request if required. This is useful if the remote report request has expired and you want to give the tenants more time to complete and sign the ...
Complete a linked report in the app
When scheduling your appointment or creating a report, you will have the option to link to a previously completed report to see what was recorded last time. If this option is available to you for a particular property, you will see details within the ...
Send my completed report back to the dashboard
To send a completed report from the TouchRight app back to the dashboard, the report must be completed in the app by pressing the 'Complete Report' button in the main Report screen (see below). If you have any sections within the report that you have ...
Copy a report, a room or a text box in the app
We have a number of copying options available in the app, designed to help save time and effort. This helps if you are going to a similar property or have similar rooms in the house when completing an inventory, or you are adding similar comments to ...
Add photos to a report
You can photos to a report wherever the photos option has been added to the report template. There are two ways you can add photos into your report. Tap on the camera icon to open up the live camera for you to add single or multiple photos. Tap on ...
Create, edit, customise or view my report templates?
We have a range of standard quick-start templates available for you to use (over 30+ templates), plus you can also customise and create your own report templates as required. To access the templates area: Select 'Report Templates' from the left hand ...
Fill in an inventory section in the app
When using an inventory report template you will have options to add items within each room, and then include descriptions, conditions, notes and photos of each item. If you are completing an inventory report, it's likely that you will have opted to ...
Disable, edit or delete report names
The 'report name' is the title of the report you are creating, and will be displayed on any PDF reports that are downloaded. It's possible to use the default report names that are in the dashboard, plus you can create your own report names and ...
Edit, resend or delete a comments report request sent to a tenant or landlord?
You have various options available to you when you have sent a comments request, find out how to edit, resend or delete the request... Once a report has been sent to the tenant or landlord for comments and signature, the tenant will have until ...
Download maintenance issues
Find out how to export your maintenance issues into a csv To access the issues area in the dashboard, click on the 'Issues' tab in the left hand side menu. All individual issues will be listed, and a number of tasks can then be carried out: Create ...
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 ...
Copy a report on the dashboard
If you've completed a report on the dashboard, you can choose to copy that report and use it in several different ways. 1. Copy a report and reuse the contents for a DIFFERENT property - if for example you've completed an inventory at a property and ...
Customise Issue Tag Categories
Create your own Issue Tag Categories or use our default labels to track certain types of issues for repairs and maintenance follow up. Within the Issues Area of your TouchRight Dashboard (Side Menu>Issues):
Download or email a finalised report
New to TouchRight? Once a report is finalised, download it as a PDF or email it out from TouchRight. Download as a PDF Once you've clicked ‘Save and Complete’ to finalise your report, click the download icon to the right of the report: In 'Download ...
Lock or unlock a report
You can 'lock' a report that is 'in review' and schedule to sync it back to the app. You might choose to do this if you need to take a report back to a property to finish or add more information, or if you need to do an office-based check in with ...
Tag Issues
You can 'tag' repairs and maintenance issues within the TouchRight app when at a property, and also 'tag' issues once you have synced the report back. How to tag issues on the dashboard When you are reviewing a report, you will see the 'tag' icon ...
Send a report to the tenant or landlord to add remote comments and sign
Our Remote 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 ...
Display previous report information in my downloaded report
The 'linking' feature allows you to take the previous report information with you when completing your report, so that you can see what you said last time for comparison purposes. Once you have edited and finalised your report on the dashboard you ...
Remove rooms that are not needed
You can hide rooms that are not required in your report. If you're working on a report on the Dashboard and there are rooms that you do not want to include for the property, when editing your draft report you can use the icon on the right of the ...
Add, move and copy photos in a report
Add photos, copy or move them around your report on your dashboard - a great feature if you're fingers were click happy within the app when compiling your report! To add a photo to your report whilst in the dashboard When a report is back on the PC ...
Edit, finalise or delete a report
New to TouchRight? Make sure you have synced the report back from the app to the dashboard. If you have created the report directly on the dashboard, review and mark it as 'final' so it can be downloaded as a PDF. Finalise your report quickly with a ...
How can I bulk change the status of reports in my account?
If your team have had a period of time where they have forgotten to finalise reports or have been particularly busy carrying out inspections, it’s possible to finalise those reports in bulk within a couple of clicks. This will help to keep your ...
Add disclaimers/terms and conditions to reports
You can customise your account so that the reports you generate display specific company terms and conditions. Please note: that only the Account Owners have permission to do this. Two steps: Create the disclaimers in your TouchRight account Select ...
Add shading to linked reports to separate current and past details
Show the previous report information shaded in grey in your final reports to make them easier to read. If you are using the 'linking' feature in TouchRight which allows you to link one report with another for comparison purposes, you have the option ...