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A2Z Field Services Online HPIR Form Please turn speakers on.

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Presentation on theme: "A2Z Field Services Online HPIR Form Please turn speakers on."— Presentation transcript:

1 A2Z Field Services Online HPIR Form Please turn speakers on.

2 Introducing: A2Z’s Online HPIR Form ▫Required for every Initial Inspection and Initial Services work order.

3 Online HPIR Form Purpose ▫Designed to make answering questions easier for you. ▫Allows A2Z the ability to query useful data. ▫Makes editing the HPIR much easier. Experience ▫No different from the PDF and Excel versions you are used to. ▫Some questions have been added or reworded.

4 HPIR Parts 1 and 2 Required at Initial Inspection ▫Online form is relatively unchanged from original HPIR. ▫Online HPIR designed with intelligence. ▫Alerts you when required questions are not answered. ▫Additional notes/comments section at bottom (section 18). ▫Conditional programing answers many questions on your behalf based on previous input. Let’s take a closer look…

5 HPIR Parts 1 and 2 Conditional programming examples:

6 HPIR Parts 1 and 2 Conditional programming examples:

7 HPIR Parts 1 and 2 Required answer alert

8 HPIR Parts 1 and 2 Additional details, explanations, & comments The roof surface is extremely worn. Shingles are curling and many are missing. Water is leaking through the sheathing and damaging rafters and insulation. Roof needs immediate attention.

9 HPIR Parts 1 and 2 Window sizing ▫Changing the size of your browser window will change the appearance of the online HPIR.

10 HPIR Part 3 (AKA Property Condition Report, or PCR) Required at Initial Services ▫Potential buyers have access to the PCR ▫Potential buyers use this information to make a well-informed decision to buy a property. ▫Accuracy is of utmost importance. ▫A blank version is located in your work order print package.

11 HPIR Part 3 (AKA Property Condition Report, or PCR) Item Condition (guidelines for answering) ▫OK, Missing, Damaged, or N/A

12 HPIR Part 3 (AKA Property Condition Report, or PCR) Item Condition (guidelines for answering) ▫OK: Only if item is fully tested and functional  Example note: “Air conditioner tested with active electric and found functional. Thermostat responded to controls and cold air moved through system. ▫Missing: If any or all parts of an item are missing  Example note: “Approximately 100 feet of copper plumbing missing. Unable to complete pressure test and plumbing is non-functional.” ▫Damaged: If an item is visibly damaged or is non-functional after fully tested.  Example note: “Tested refrigerator with generator, would not turn on.” ▫N/A: If unable to fully test an item due to some other reason besides missing or damaged components.  Example note: “Unable to fully test gas furnace as gas is off to the property. Blower fan tested and functional.”

13 HPIR Part 3 (AKA Property Condition Report, or PCR) Detailed testing notes ▫Inaccuracies on the PCR can lead to disruptions in the closing process ▫We ask that you record detailed, handwritten testing notes to supplement your answers. ▫The online PCR provides some room for these notes in each section, however space is very limited. ▫Utilize section 18 for additional notes space.

14 HPIR Part 3 (AKA Property Condition Report, or PCR) Section 18 notes ▫Scroll down to Section 18 ▫Select the corresponding item number ▫Type your note ▫Click, ‘Add note’ The roof surface is extremely worn. Shingles are curling and many are missing. Water is leaking through the sheathing and damaging rafters and insulation. Roof needs immediate attention.

15 HPIR Part 3 (AKA Property Condition Report, or PCR) How to type notes ▫How did you test the item?  Generator, active utility, air compressor, ladder inspection, etc. ▫What were the results of the test?  HVAC system responded to controls and Heat and Air Conditioning are functional.  Roof shows no signs of damage, or necessary repair; surface is in good condition and roof has years of useful life remaining.  Plumbing held pressure for 30 minutes at 40 PSI, kitchen faucet leaks, supply lines shut off under sink  Etc… ▫Or, Why were you unable to test the item?  Water heater drained upon arrival, unable to fully test without water.  Unable to fully test gas stove since gas is off at property.  Etc… ▫Add any additional detail that is important to disclose. Remember, buyer’s will be using this information. Please be clear and concise. Ask yourself, “If I were buying this property, what would I need to know?”

16 Online HPIR Keep in mind ▫Currently, revising the online HPIR will NOT move the job off the issue queue. A file (preferably a photo) must be uploaded to the job in order to move it off the issue queue. Please be patient while we work to correct this problem. ▫For more detailed guidelines for filling out the HPIR, please refer to the HPIR Field Guide ▫If you have any questions, or experience issues with the online HPIR, please contact our office immediately so we can work to resolve it.


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