AppFolio customer training webinar overview of the new Mobile Inspections functionality.

2. Introduction
Arezou Gholami, Kenna Edwards, Emily Petty,
Todd Smith
PresentationTeam
Approximately 45 Min
WebinarLength
AppFolio Inspections
Content

3. PleaseAsk QuestionsAnytime!
Use the Questions section
of the GoToWebinar panel
On right of desktop

4. This Event is Being Recorded
You will receive a follow up
email with a link to the
recording

5. Agenda
• Feature Overview & Notes
• Starting an Inspection
• Customizing the Inspection Form
• Conducting an Inspection
• Managing Inspections
• The Inspection Tab
• Tips & FAQ's

6. Polling Feedback
How do you currentlymanageinspections?
• Use paper and pencil forms
• Use a 3rd party solution (HappyInspector, TapInspect, etc.)
• Use AppFolio Inspections Feature
• Other

8. Overview
• Ideal For On-Site Inspections
• 100% Built into AppFolio
• No Additional Cost for AppFolio Customers
• Speech-to-Text Compatibility
• Images Are Easy to Upload and Attach
• Multiple Record Association Options (Property, Unit, Tenant)
• Automatic Inspection Layout & Copy Previous Option
• No App to Install (Use Any Device / Mobile Friendly)

9. Notes
• Supported Browsers
• For Desktop: Internet Explorer 11, Firefox 30, Chrome 35
and Safari 7
• For Mobile: iOS 7 Safari for Apple and Chrome 35 for
Android
• To fully utilize the Inspections feature please be sure you are
using a supported browser for your device

11. Create New Default Inspection Form
• From Any Property,
Unit or Tenant Record
• Task Pane “New
Inspection”
• Fill In Details
• Starts with “Default”
template based upon
property or unit details
• Start Inspection

12. Copy an Inspection Form
• Can select to use
either the default form
for the unit, or copy
any previously
completed inspection
form
• To create a “template”
create and customize a
generic inspection

13. Different Sizes for Different Screens
• Inspection form is
responsive to the size
of the screen of the
device you are on
• Will automatically
adjust display format

15. Add Areas to Inspection Forms
• Option to “Add Area” at
bottom of form
• Add as many areas as
desired

16. Add Items to Areas
• At the bottom of each
Area is the option to
“Add Item”
• Add as many items as
desired

17. Edit or DeleteAreas
• May Edit or Delete any
Area
• Click the “Edit” link at
right-side of Area name
• Either:
1 Change the Name
2 Delete the Area

19. Mark an Items Condition
• Flag items as “OK” or
“Needs Follow-up”
• If select “Needs
Follow-up” will get the
additional info screen
to add notes or photos

20. Add Notes
• Click the Item name
for which you want to
add a note
• Enter your note into
the Notes text box
• Save your note

21. Use Speech to Text
• If using a mobile
devise that has
speech-to-text ability
• Tap in the note box,
then on your keyboard
tap the speech-to-text
icon and speak your
note

22. Add Photos
• Click the Item name for
which you want to add a
note
• Click the Add Photo
• If on a mobile device
you will be prompted to
take a photo or choose
from library
• If on computer you will
be prompted to browse
your files to import
photo

24. Viewing Inspections
• Available on Property,
Unit or Tenant Page
• Right-side Tasks pane,
click View Inspections
link
• Will reload page to
Inspections page and
pre-filter to desired
property, unit or tenant

25. Deleting an Inspection
• May delete an
inspection at any time
• Please note, deleting
an inspection is final
and cannot be undone
• On the Inspections
page, to the right of the
inspection you wish to
delete, click the delete
icon

27. Inspection Page
• The Inspection Tab
retains a list of all your
inspections in a central
location for fast easy
access
• Click the Maintenance
tab, then the
Inspections sub-tab
• Two sections:
1 Filter
2 List

28. Inspection Filter
• On top of Inspections
page
• Click link to “Click here
to search again”
• Opens the filter screen
• Can filter by Property,
Unit, Tenant or Date

31. Tips
• For a “Template” create a generic inspection and then
copy it for others (use “template” in inspection name)
• Start the Inspection in the office with your computer,
conduct it in the field on your mobile device
• You do NOT need an app, it is Mobile Friendly

32. Summary
• Feature Overview & Notes
• Starting an Inspection
• Customizing the Inspection Form
• Conducting an Inspection
• Managing Inspections
• The Inspection Tab
• Tips & FAQ's

33. Polling Feedback
Does the feature meet your needs to begin usingit now?
• Yes - Completely
• Yes - Mostly
• Not Sure
• No - Needs More Functions

34. More Info
Help File CommunityForum
SupportTeam
help.appfolio.com ClickForumsLink

35. More Info: help.appfolio.com > “Inspections”

37. FAQ’s
• Is there an inspection app I can download?
• There is no app you need to download or install to
use this feature.
This feature is mobile friendly, meaning it will adjust
its layout to best fit the size of the screen you are on
(computer, tablet or cellular phone) and does not
require you to download an app.

38. FAQ’s
• Can I create a custom inspection form?
• AppFolio provides a default template that will appear
every time you create a new inspection from a
property, unit or tenant page.
In addition, you can copy a previously completed
form, or create a “generic” inspection to use as a
template.

39. FAQ’s
• Can I use this feature for Move-In, Move-Out,
Annual and other types of inspections?
• Yes, you can customize the form to fit any type of
inspection you need to perform. You can also use
the “Name” field to give the inspection the
appropriate title.

40. FAQ’s
• Can I complete an inspection at a later time?
• Yes.
You can start an inspection and setup your areas
and items first, and then perform the actual
inspection at a later time, by accessing the saved
inspection from the Inspections tab in AppFolio
(located under Maintenance).

41. FAQ’s
• How do I get to my inspections on a mobile device?
• Open up your browser on your mobile device, and
log into your AppFolio database. Go to the
Maintenance page, and then select the “Inspections”
tab.
Once you select an inspection, you will be
introduced to the mobile view of the inspection
feature.

42. FAQ’s
• Can I print a copy of the inspection?
• We don't currently provide a built-in print button,
however most browsers will support the ability to
print the displayed information. You can do so by
clicking on Ctrl+P (or Command+P).
The printed .pdf will include all areas, items, checks,
flags and notes.
Currently this works best in the Firefox browser, if
using the Chrome browser please be sure to set the
Layout to Landscape.