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Automation Overview

This article covers the basics of inspection automation, how to configure your automation settings, and common move-in and move-out automation workflows.

Written by Tanajah Lea

Inspection Automation helps streamline the inspection process by automatically creating inspections based on important dates and events synced from your property management system. Instead of manually scheduling inspections one by one, automation allows your team to create consistent workflows for move-ins, move-outs, renewals, and recurring inspections.


Inspection Automation Explained

Inspection Automation works by monitoring synced property, lease, and resident data within your account and automatically generating inspections when automation criteria are met. This helps reduce manual work while ensuring inspections are scheduled consistently across your portfolio.

Automation can be used for:

  • Move-in inspections

  • Move-out inspections

  • Recurring inspections

  • Renewal inspections

Once enabled, inspections can automatically assign templates, due dates, and residents based on your automation settings.


Configuring Your Automation

Automation settings can be customized to match your operational workflows and inspection timelines. During setup, you can choose when inspections should generate, which templates should be assigned, and how far in advance residents should receive notifications.

When configuring automation, it is important to review:

  • Inspection trigger timing

  • Assigned inspection templates

  • Resident assignment settings

  • Notification timing

  • Due date configuration

  • Property and unit sync settings

Carefully reviewing these settings helps ensure inspections generate correctly and are delivered to the appropriate residents and units.


Move-In Inspection Automation Use Cases

Move-in automation is commonly used to automatically create inspections before a resident’s lease start date. This allows property managers to send move-in checklists ahead of occupancy and maintain consistent documentation for property condition reporting.

Some common move-in automation workflows include:

  • Sending inspections several days before move-in

  • Automatically assigning move-in templates

  • Creating inspections only after lease data syncs

  • Scheduling inspections for future residents

  • Setting due dates relative to move-in dates

These workflows can help simplify onboarding processes while ensuring residents have enough time to complete their inspections before moving into the property.


Move-Out Inspection Automation Use Cases

Move-out automation helps teams prepare for resident turnover by automatically generating inspections tied to lease end dates or move-out events. This can help ensure inspections are scheduled consistently and completed prior to unit turnover.

Common move-out automation workflows include:

  • Automatically scheduling move-out inspections before lease end

  • Assigning move-out specific templates

  • Coordinating inspection timing with resident departure dates

  • Providing residents time to complete inspections before vacating

  • Supporting turnover and security deposit workflows

Automating these processes can help improve operational consistency while reducing manual scheduling work for onsite teams.


Need Help?

If you have additional questions about Inspection Automation or need help configuring your workflows, our team is happy to assist.

Please reach out to our Support Team using the chat widget within RentCheck or by emailing support@getrentcheck.com. When contacting support, it can also be helpful to include:

  • The property experiencing the issue

  • Screenshots of your automation settings

  • The inspection template being used

  • The date the property was added to your PMS

Providing these details can help our team investigate and assist more quickly.

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