This section will show you how to add and manage your properties in the CoInspect database. The CoInspect tool uses the Property Database to identify the specific locations where tasks and assignments are going to be completed.
In order to add a property to the Property Database, the first thing you will want to do is click on the “Properties” tab located on the left-hand side of the screen.
Properties are divided into categories because we understand that companies organize properties according to their own methods, and we want to allow users to organize their properties in the best way they see fit. For instance, an organization may have locations in different areas or regions of the country, such as Florida, Georgia, and South Carolina, and categories can be created for each state.
Specific properties within each state would be placed in their respective category. Franchise locations in Florida would fall under the Florida category; franchise locations in Georgia would fall under the Georgia category; franchise locations in South Carolina would fall under the South Carolina category.
The CoInspect tool is designed to be flexible, and you can create any type of property category or ID as you see fit based how your organization is structured. For instance (as mentioned) properties can be categorized based on region, state, franchise owner, etc.
So how do we create categories? You can do this by clicking the “Create Category” tab. After clicking the “Create Category” tab and typing in the category’s name, click the disc icon located on the right-hand of the screen in order to save that category.
Next, click on the Category under in which you would like a specific property location to fall, and then click on the “Create” tab.
You will then notice that a “Property Card” is populated. Simply fill in the required fields, starting with the “Search Location Field.” From there, the property you wish to add should populate automatically in the empty fields below. Otherwise, you can enter address-specific information manually. Lastly, click the “save” icon.