Inspection planning examples for your industry
Explore sample workflows for air conditioning services, housing associations, restaurants and property managers. See how to organize locations, tasks and dates.
The same app, different ways of working with due dates
A location can be a client’s address, a residential building or a restaurant. Each example shows how to organize equipment, due dates and the people responsible for inspections at those locations.
We prepared these scenarios using sample data. Each includes setup instructions, a suggested workflow and calculations to help you choose a plan.
Four use cases
Air conditioning service
An installation company records equipment at clients’ properties, schedules servicing and checks previous work before the next visit.
Housing cooperatives
An administrator tracks recurring technical inspections across many buildings and has the results history at hand for audits.
Restaurants
An owner of several venues tracks inspections of ventilation, grease traps, extinguishers, and refrigeration equipment.
Property managers
A manager looks after properties of many owners, chooses a plan for the number of locations, and answers clients' questions from the history.
What these use cases have in common
Despite the differences, every example follows the same working pattern, based on a few features of the app.
Locations and inspection items
A client, building, venue, or property is a location, and the equipment and installations that need inspections are inspection items. In a location you can record contact details and notes.
Recurring due dates and reminders
For each inspection you set a due date and a frequency in days, weeks, months, or years, and the app reminds you of upcoming dates.
Statuses, calendar, and filters
Inspections have statuses, and the calendar, dashboard, and filters show what is overdue and what falls due soon.
Results history and teamwork
After an inspection you record the result and the date, and the team works in one workspace with the roles of administrator, inspector, and viewer.
ProbeList does not determine which inspections are mandatory. It is worth agreeing the scope and frequency with a qualified specialist, and in the app you set the dates you want to track. You will find more on how it works on the How it works page, and information about who ProbeList is for in the Who it’s for section.