How to Make and Print an Inventory Template

To make a PDF of an inventory template within the Tenancy Builder part of the website for printing or sending for digital signing, follow these steps:

Part 1 - Create a template

• Go to the Tenancy Builder part of the website and click Inventory AI in the sidebar.
• Click Add New (top right)
• Select a letting unit or add a new one. Enter the preparer's name and optionally add a photo of the main house. Click next
• Add rooms by selecting from the dropdown or typing a name.
• Under each room, add photos as wanted. Each image to be analysed requires credits. Click on the dashboard (from the sidebar) to see your credit balance.
• Click the analyse room button and wait for the result. Don't analyse another room until it has finished; leave the browser tab open.
• Save the template
• To edit the template, scroll to the right-hand side of the list and click Edit (there's no action button when a record can be expanded)

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.