Adding notes – disclaimers – declarations

Notes, disclaimers and declarations are integral part of your report and they should all be looked at and amended accordingly to what it is that you deliver as a service or you want your clients to be aware of or to note to access your notes and declarations.

Click on settings and then click on reports. All these report settings are your global settings. So these are the settings that we use for every single report type, but you can actually change those settings to whatever report type you have on your system so that they’re relevant to that particular service, because what an inventory does to what a checkout does, to what an interim or risk assessment does, would, and should have different report settings.

So if we navigate down, you’ll be able to see, you’ve got the notes section here and you can add in notes maybe that’s pertinent to that particular client or that particular report in regards to information that you were or had to be aware of or you want to be reader to be aware of; that could be the condition of the property. Major issues that you found or just generally instructions for the report reader.

As you navigate get a bit further, you can see your disclaimers. And in here what you are going to be putting in about your service, what you are going to do for that particular report service, what your limitations are, what legislation it refers to, and anything else a report reader might need to know to understand what it is you’ve done in regards to the delivery of the report and whether there’s anything that has been omitted and that’s a, a natural omission.

Or it could be that something that you specifically omit, i e that could be not moving furniture, not looking under or inspecting furniture or again, I said referring to government legislation that may limit the report that you do.

So it gives the reader a real good understanding of exactly what you do, what you don’t do, why you don’t do it and also any recall should there be a problem with your report. That could be a complaint, it could be an issue with the service delivery so it gives the indication of exactly how that’s all going to work to the reader in your disclaimers.

And then in your declarations as you navigate down the page, you can see here this is part and parcel of your declaration and signatures. So here it’s already preset to say that the undersigned, so that would be the tenant or it could even be the landlord or could be another third party depending on who that service is aimed at, as to how long they have to maybe complete the report in regards to their comments, signing the report or accepting the report is accurate if they don’t do that, this is all preset, but you can change it and I would urge you, you to look at what it is that you deliver from a service level, but also what your client expects because industry at the moment the idea is it should be about seven days from the report delivery for the tenant to be able to sign that.

But some agents prefer that you only have three days or seven days or even 14 days. So it’s very much down to what your client wants to how you also deliver your service and then again, that gives a very clear indication to whoever signed the report, how long they’ve got and what you expect of them.

And you can also see here, as in the declaration and signatures, that you’ve got the options then to add additional lines for additional signatures should you need that, and again, make sure that wherever your decoration says it’s appropriate to that reader or service type.

If we navigate back up to the top where we can see the managed types, you can then change those depending on what kind of service you are offering. So a schedule condition would have quite a lot of detail in regards to what it is that you’re going to be looking at and recording and checkout should then actually say the difference because obviously you’re not going to be recording everything; you’re recording the material difference between the original inventory and the checkout so your disclaimers should be different, but as you can see, you still got the same functionality, you’ve still got the same boxes and options, but I would urge you to then look at your disclaimers and make it relevant to the service type that you need.

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