Learning Objectives
Our goal is to empower and assist you in utilising all the features, options, and processes within Inventory Base to enhance the performance of your service, streamline your workflows and deliver detailed property reports, risk assessments, and more with our end-to-end reporting software solution.
Onboarding objectives
The featured onboarding video’s will provide guidance on:
- how to log in and create your profile
- how to navigate and understand your dashboard
- how to find and configure the settings for your account and reports
- how to find and set your email options
- how to set up a property and add your first inspection or report
- how to find and use templates
- how to add descriptions, conditions, photo’s and actions
- how to add disclaimers and declarations to your reports
- how to review your report
- how to add contacts and share your report
- how to add comments and signatures
- how to access help guides and support
On completion of the onboarding process, you will have a more comprehensive understanding of the options, features, and tools available within your Inventory Base account.
The information and support guides are designed to serve both as an introduction for new users and as a refresher when using our software.
Feel free to go back over any part of the onboarding process as you work through it. This way, you can make sure you’re making the most out of your Inventory Base account.
Information to note: the onboarding video’s and support guide links will be updated as and when new features, options and guidance is introduced so it is always worthwhile returning to your onboarding training to remain up-to-date, refresh your memory and processes.