In advance, not at the last minute
The month and agenda views show what falls due in a few weeks, so orders to contractors do not go out at the last moment.
Each building has its own installations and inspection dates. Follow a sample workflow for a housing association, from listing properties to recording results.
By ProbeList · Illustrative workflow with sample data.
The board of a housing cooperative or community is responsible for buildings that differ in age, equipment, and number of installations. As long as the inspections can be remembered, an office calendar is enough. As the number of properties grows you need one map showing what needs checking and when.
In ProbeList a building is a location, and the installations and equipment that need inspection are its inspection items. You can model the hierarchy of estate, building, and staircase in the location name and in notes, for example “Eastern Estate, building 4A”. That keeps the list readable even when it holds a dozen or so entries.
A single residential building brings together several kinds of checks, and their dates rarely coincide. Example items an administrator often tracks:
The exact scope and frequency depend on the type of building and the regulations in force, so agree them with a qualified specialist. ProbeList does not judge what is mandatory. It records dates at the intervals you specify, in days, weeks, months, or years, so a yearly check and a five-year check can sit side by side without mix-ups.
Six stages that an administrator can spread over several weeks.
Before you create the first location, choose a naming scheme, for example street and number, or estate and building. Consistent names make filtering and searching easier later.
Enter the buildings of one estate or a few neighbouring properties. After a month you will see what to improve in the layout before you move the remaining buildings.
In each building list the installations, equipment, and lifts that have due dates. Add the serial number and brand where they are known, and fill in the rest after the next inspection.
For each inspection set the date of the nearest check and the interval at which it repeats. If you have a template, use it in the next buildings instead of typing the tasks again.
A technical employee can get the inspector role, and a board member the administrator or observer role. You assign each inspection to a specific person so it is clear who is watching it.
After the contractor's visit you record the result and the date. The next due date follows from the cycle, so next year or in five years the reminder arrives on its own.
Inspections cost money, and the funds often come from the renovation fund or service charges. If a dozen checks fall in a single month, the board receives invoice after invoice. The month or agenda view lets you move orders to contractors into quieter weeks, as long as regulations and recommendations allow it.
The status filter shows overdue inspections, and the dashboard shows the nearest ones. Each quarter you can therefore prepare a summary for the board based on what the app shows, instead of collecting dates from employees.
Questions come at the least convenient moment: at a meeting, after a lift breakdown, during a supervisory audit. In ProbeList, a building shows its inspection history, meaning the date, the result, and the person who did it. The answer is ready in a few moments, not after leafing through binders.
Only the people you invite to the workspace have access to the data. Reports and documents stay in your archive, and ProbeList indicates when a given inspection took place and who carried it out.
A shared list shows due dates, assigned tasks and the results of previous checks.
The month and agenda views show what falls due in a few weeks, so orders to contractors do not go out at the last moment.
Dates, results, and the people who performed inspections sit with each building when the council or supervisors ask about them.
The cooperative's buildings is in one place, and location names arrange it into a readable order.
Inspections have assigned people, so the board knows who is watching over a given building and its inspections.
Knowing the dates in advance makes it easier to commission a contractor and compare several quotes.
A change of people on the board or in the technical department does not interrupt the cycles or erase the history.
The sequence below is an organizational proposal, not the story of a particular cooperative. Adjust the pace to the number of buildings and the people available.
A naming scheme takes shape, and the buildings of the chosen estate and their installations are entered. The board decides who is responsible for which buildings and assigns inspections to them.
More estates are added, and technical staff receive inspector roles. The dashboard and filters begin to replace hand-kept summaries.
The results of the first inspections are recorded, and the board receives a summary of the nearest dates. It is a good moment to check that the data is complete and fill the gaps.
These are example assumptions for your own calculation, not data from any cooperative.
| Assumption | Example value | Your value |
|---|---|---|
| Buildings (locations) | 15 | … |
| Installations and equipment in one building (inspection items) | 5 | … |
| Recurring inspections in one building (inspections) | 7 | … |
The calculation: 15 locations, 15 × 5 = 75 inspection items, and 15 × 7 = 105 active inspections. The number of locations fits the Basic limit (20), but the inspection items (50) and inspections (100) do not, so this example qualifies for the Premium plan.
With a larger property portfolio the first conclusion is simple: check the number of buildings. The second requires counting installations and inspections, because they use up the limits fastest, as the table above shows.
If the portfolio exceeds 50 buildings, a dedicated plan with no limits is available. We have gathered all plans and their limits on the pricing page, and if in doubt you can write to us and describe your properties.
A separate location for every staircase quickly uses up the plan limit and multiplies entries. One location per building with notes for individual parts is usually enough.
Each inspection with a different interval needs its own inspection. Then the five-year check does not get lost among the annual ones and has its own visible date.
With a dozen or so buildings, inspections without an assigned inspector drop out of view. Assign every inspection to someone, and overdue statuses become a concrete task.
ProbeList shows dates and results, but reports and documents still belong in your archive. It helps to note where the original is kept.