Generate, Edit & Delete Inventory PDFs Easily

Start here: For the full workflow, see Inventory Manual.

Create a new inventory PDF

To generate a PDF, you must first create a template. Please do that now if you haven't already.

Please follow these steps to generate a PDF inventory, which is a snapshot of the template:

1. Go to the Templates list
2. To expand the record, click the small triangle to the left of the template for which you want to generate a PDF.
3. Click Add Inventory on the right
4. Select a tenancy from the Builder, or click custom
5. If the custom option was selected, enter the start date, tenant name, and email and choose whether the inventory is check-in, interim, or check-out.
6. To add more tenant names, click Add Tenant
7. Optionally enter meter readings
8. Optionally add user notes. These notes will not be displayed on the inventory PDF.
9. Optionally add inventory notes. These will be displayed at the bottom of the inventory PDF.
10. Click Save and wait for the inventory to be completed. Try refreshing the browser if it continues to show as in progress after several seconds.
11. Click the download button in the actions button to download the inventory PDF.

HMO Properties

Where the property is an HMO with bedrooms let individually, you can create a template for the property as a whole, including all bedrooms and exclude rooms from the inventory when letting an individual bedroom.

To exclude a room, first, navigate to the templates list and edit the template. Using the tick boxes at the top of each room, untick the ones you don't want to include in the PDF inventory.

Only the selected rooms will be included when you create the PDF inventory by following the steps above.

Edit an inventory PDF

Editing an inventory PDF that has already been made will overwrite the existing PDF. If you prefer, you can create a new inventory PDF.

To edit an inventory PDF, follow these steps:

1. Go to the Templates list
2. Click the small triangle on the left of the template to expand the record and show all inventories for that template.
3. Click Edit via the actions button.
4. Make changes as necessary.
5. Click Save and wait for the inventory to be completed. Try refreshing the browser if it still shows as in progress after several seconds.
6. To download the inventory PDF, click the download link from the actions button.

Delete an inventory PDF

To delete an inventory PDF, please follow these steps:

1. Go to the Templates list
2. Click the small triangle on the left of the template to expand the record and show all inventories for that template.
3. Click Delete via the actions button. This action is permanent and cannot be undone.