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Import contacts and notes with your properties

Bulk import now brings in each property's contacts and notes, straight from your spreadsheet.

  • Name each column after the role, then the detail: Tenant Name, Tenant Email, Owner Phone. Any role works.
  • A Notes column goes into the property's notes. Other notes columns, like Access Notes, are added with their name in front.
  • Already imported your properties? Upload the file again to add contacts and notes to them. Nothing is removed or overwritten.

Before anything is saved, you'll see how we read your file and exactly what each property gets.

Find it on the web under Properties, then New, then Bulk Import. Learn more.

Happy inspecting!

More updates

NSPIRE checklists

We've built a new flow for running NSPIRE inspections. They are catered specifically for U.S. Affordable Housing providers. If they apply to you, we think you'll be very happy to know about our first-class support for them! • Every NSPIRE standard is an area, and every deficiency is a one-tap answer with its location and severity. Skip any area that doesn't apply by marking it N/A. • Get started with our NSPIRE inspection checklist template. • It's an early release, so expect changes, and we...

Property notes

Each property now has a handy Notes feature. Use Notes to record lock box codes, access details, and anything else your team should know. Notes can be edited both in the web or the app from your property page, and they are kept handy when you run your inspections for easy reference. Notes never appear on a report. Learn more. Notes are also in the app from v1.11.11. Update from the App Store or Google Play. Happy inspecting!

Property contacts

Each property now has Contacts. A great tool for recording your tenants, owners, and clients for a specific property. Your property Contacts can be added in the web or the app from your propery page. Contacts key highlights: • They are presented to you when you add others to your reports. • They can also be used simply as a reference, never to be used in your reports, and always handy for quick reference by your team when running inspections • Lastly, anytime you add a new person to one of...