Annual Rental Property Inspection Workflow

Step 1: Pre-Inspection Planning
  • Responsible Party: Alysia
    • Generate a list of properties due for annual inspection using AppFolio.
    • Schedule inspections with Walt and ensure tenants are notified in advance.
    • Update the AppFolio calendar with inspection dates.

Step 2: Conducting the Inspection
  • Responsible Party: Walt (Handyman)
    • Visit the property on the scheduled date.
    • Conduct a thorough inspection of the interior and exterior.
    • Take detailed notes on any maintenance issues or concerns.
    • Capture clear pictures of any areas needing attention or repair.
    • Submit inspection notes and photos to AppFolio immediately after completion.

Step 3: Review and Work Order Assignment
  • Responsible Party: Oliver
    • Review Walt's inspection notes and pictures in AppFolio.
    • Create work orders for any required maintenance or repairs.
    • Assign work orders to the appropriate vendors, including Walt, based on the complexity and nature of the task.
    • Update the status of each work order in AppFolio (e.g., assigned, in-progress, completed).

Step 4: Oversight and Follow-Up
  • Responsible Party: Alysia
    • Monitor the progress of inspections and ensure timely completion.
    • Confirm that all work orders are properly addressed and marked as completed in AppFolio.
    • Update property inspection notes in AppFolio, including any actions taken and the current property condition.
    • Address any tenant concerns related to the inspection or repairs.

Step 5: Post-Inspection Reporting
  • Responsible Party: Alysia
    • Generate and review a summary report of completed inspections.
    • Highlight trends or recurring issues to share with the management team.
    • Archive inspection details in AppFolio for record-keeping and future reference.

Ongoing Coordination
  • Communication:
    • Alysia is to act as the primary point of contact for all inspection-related queries.
    • Oliver is to inform Alysia of any delays or complications with assigned work orders.
  • Documentation:
    • All updates, notes, and photos are to be consistently logged in AppFolio to maintain accurate records.
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