You can utilize Proof's platform to create a site visit for occupancy checks, HOA assessments, or you can build your own that will comply with association rules and regulations.
New to Proof? Click here to create your account and then hop to the step-by-step guide below, or log in to your existing account.
Occupancy Check: Verifying occupancy with fast and accurate inspections. 🏡✅
Occupancy Check: Verifying occupancy with fast and accurate inspections. 🏡✅
To get started, home page:
When you are on the home page, click on "New Site Visit."
On page one, you will enter the:
Property Information
Billing Information
Job Preferences
Include a client billing number
CC another user to receive updates (optional)
When you have entered all the necessary information, click on "Next: Checklist."
On page two, please select the "Occupancy Check" checklist and then review the items that will be included.
To create a customizable list, please select "Build Your Own."
Click "Next Speed" to access the service speed option page.
On page three, please select the service speed that best aligns with your timeframe.
Click on "Next: Preview" to proceed to the final page.
On page four, you will have the opportunity to review and submit the job you have created.
You can also include any additional notes/instructions for the assigned server and Proof Specialist.
After thoroughly reviewing all the details, please click "Submit." You will then be able to view this by selecting "Jobs" from the menu on the left side of your account dashboard once you are logged in.
HOA Check: Maintain community standards with reliable assessments. 👀 ✅
HOA Check: Maintain community standards with reliable assessments. 👀 ✅
To get started, home page:
When you are on the home page, click on "New Site Visit."
On page one, you will enter the:
Property Information
Billing Information
Job Preferences
Include a client billing number
CC another user to receive updates (optional)
When you have entered all the necessary information, click on "Next: Checklist."
On page two, please select the HOA checklist and then take a look at the items that will be included.
To create a customizable list, please select "Build Your Own."
Click "Next Speed" to access the service speed option page.
On page three, please select the service speed that best aligns with your timeframe.
Click on "Next: Preview" to proceed to the final page.
On page four, you will have the opportunity to review and submit the job you have created.
You can also include any additional notes/instructions for the assigned server and Proof Specialist.
After thoroughly reviewing all the details, please click "Submit." You will then be able to view this by selecting "Jobs" from the menu on the left side of your account dashboard once you are logged in.
Build Your Own: Compliance with Association Rules and Regulations. 🔨✅
Build Your Own: Compliance with Association Rules and Regulations. 🔨✅
To get started, home page:
When you are on the home page, click on "New Site Visit."
On page one, you will enter the:
Property Information
Billing Information
Job Preferences
Include a client billing number
CC another user to receive updates (optional)
When you have entered all the necessary information, click on "Next: Checklist."
On page two, please select the "Build Your Own" checklist and then review the items that will be included.
You may also add a custom item to the checklist by selecting "+ Add Custom Item." A pop-up window will appear, allowing you to specify the nature of the custom item and add additional items if necessary.
Click "Next Speed" to access the service speed option page.
On page three, please select the service speed that best aligns with your timeframe.
Click on "Next: Preview" to proceed to the final page.
On page four, you will have the opportunity to review and submit the job you have created.
You can also include any additional notes/instructions for the assigned server and Proof Specialist.
After thoroughly reviewing all the details, please click "Submit." You will then be able to view this by selecting "Jobs" from the menu on the left side of your account dashboard once you are logged in.
We're readily available to offer assistance and support regarding inquiries pertaining to job creation. Please don't hesitate to contact us at support@proofserve.com for additional aid; it would be our pleasure to assist you!