Annual Maintenance Inspection (AMI) Process

When to use:

AMIs are set recurring tasks and are spread out throughout the year. We aim to have one AMI done each year, approximately half way between the start of the lease and the end of the lease, for every property that did not go through a turn over.

Why to use:

AMIs are designed to give IPM/Locale an insight into the condition of a tenant-occupied property and to find problems before they are major. This allows IPM/Locale to be proactive in assessing any potential issues, as well as, ensure that the property is well-maintained by tenants.

1) An AMI task is created in SF by Locale or RepairPro. An AMI can also be requested by IPM.

2) AMI is scheduled and schedule notification is sent to Locale/IPM. Please note: A minimum of 24 hours notice must be given.

3) Perform AMI on scheduled day.

• AMI is performed through zInspector. Also make sure to add photos of repairs to SF task.

• Take photos of entire property inside and out. Make sure to get very clear photos of items that need repaired.

• Repair any small items that can be done for $150 parts and labor.

• If there are additional small repairs that cannot be completed within alloted budget of original AMI task, create a new task for that item. This task will have to go through the regular scheduling and notification process as other items. If there are large items that need estimates, add these items to the notes and make sure there are photos attached to the SF task.

4) If estimate is needed for repairs, create estimate and send to supervisor for review. If you are unable to create estimate, create estimate request and put measurements or other pertinent information in the notes section. Assign the request to your supervisor. Note: All items for IPM properties require an estimate.

5) Once estimates are created, reviewed, and approved to be sent, email the estimate to the appropriate customer.