To make a PDF of an inventory template within the Tenancy Builder part of the website for printing or sending for digital signing, follow these steps:
Part 1 - Create a template
- Go to the Tenancy Builder part of the website and click Inventory AI in the sidebar.
- Click Add New (top right)
- Select a letting unit or add a new one. Enter the preparer's name and optionally add a photo of the main house. Click next
- Add rooms by selecting from the dropdown or typing a name.
- Under each room, add photos as wanted. Each image to be analysed requires credits. Click on the dashboard (from the sidebar) to see your credit balance.
- Click the analyse room button and wait for the result. Don't analyse another room until it has finished; leave the browser tab open.
- Save the template
- To edit the template, scroll to the right-hand side of the list and click Edit (there's no action button when a record can be expanded)
Part 2 - Generate inventory from the template
- From the templates list, click the small triangle to expand the record
- Click Add Inventory on the right
- Select a tenancy or click custom, enter the information and save.
- When completed, click download from the actions button for the completed PDF
- Optionally send the PDF for digital signing by clicking digital signing from the actions button.
