Inventory - Quick Start
This is a quick start guide to the incredible AI inventory system.
With our AI inventory system, you can save significant time. Add photos to a room and click 'analyse '. The AI will process the images collectively, generating a comprehensive list of items, their colour condition, and a description. What used to take 3 - 4 hours can now be accomplished in just 10 - 20 minutes!
Each photo analysed requires 12 credits (12p + VAT if any need to be purchased). Remember, you receive 1200 credits annually free when subscribing and at each renewal. To see your available credits, click Dashboard in the sidebar. If you have recently purchased credits, click the refresh button in the credits box to refresh the balance.
To create an inventory, follow these steps. More details for each step are outlined in this help.
Part 1 - Create a template
- Go to the Tenancy Builder section of the website and click Inventory AI on the sidebar.
- Click Add (top right)
- Select a letting unit (tenancy address) or add a new one. Enter the preparer's name and optionally add a photo of the main house. Click next.
- Add a room.
- Add photos of the room.
- Optionally, you may add an AI comment, which will be considered by the AI while analysing the images. For example, you might say that the room has been fully redecorated and the smoke alarm has been tested.
- Click the analyse room button and wait for the result. Don't analyse another room until it has finished.
- Save the template
- Repeat the steps from the Add a Room position.
- At the bottom of the page, there is an optional Documents section where you can add PDF documents to the inventory, such as a welcome letter or local utility schedules (for example, bins and recycling). Note: Legally required documents--such as How to Rent, the EPC, and safety certificates--should be attached to the tenancy agreement rather than the inventory.
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.
Using the AI Inventory System as a Manual Inventory Tool
If you prefer not to use the AI’s automatic image analysis, you can still use the AI Inventory System as a manual inventory creator. Although we no longer provide a traditional manual template (such as Word or PDF files), the system allows you to manually enter inventory items room-by-room.
To do this, follow the usual steps to create a template and add rooms with photos, but skip the "Analyse" step. Instead, manually add each item’s details — including name, condition, colour, and description — directly into the inventory for each room.
Please note that manually entering items will take significantly longer than using the AI analysis function, as you will need to carefully list and describe each item yourself. However, this method still benefits from the system’s organisation, editing capabilities, and professional PDF report generation.
This approach is ideal if you want full control over every entry or if image analysis is not suitable for your property. You can edit, add, or remove items at any time before finalising the inventory report.
Helpful hints:
Whilst images are being analysed, follow these simple rules:
- Don't save whilst photos are being analysed
- Don't close the browser tab
- Don't analyse another room until an analysis of a room has been completed
- Do regularly save the template using the save button at the bottom (but don't save whilst images are being analysed).
- You must add rooms in the order in which you want them to appear in the report. There is currently no way to reorder them.
- Adding photos using a computer and when on Wi-Fi is recommended.
- Retain original photos for future dispute resolution, as our system only stores low-resolution thumbnails.
For the best results, please follow these simple rules:
- Take two to four photos of the room as a whole from a distance
- Take close pictures of individual items you want to mention
- Take close-up photos of items of safety measures like smoke alarms, CO alarms, fire blankets and fire extinguishers
- For a group of items like a dining table and six chairs, take a photo of the group (you don't need to individually photo each chair, for example, unless there is something you want to show up like a mark)
- To show damage, take a photo from a reasonable distance but still clearly show the mark or damage for context.
When creating an inventory PDF, the system generates a PDF snapshot of the template. You can edit the template to reflect changes to the property, and a new inventory PDF will reflect the changes.