Stakeholders
This step sets the identity of the record. You are telling Invensure which property this is, who owns it, who occupies it, and who should be connected to the audit.
What To Prepare
- Full property address or a clearly recognisable property reference.
- Landlord name, phone number, and any management arrangement.
- Tenant names and contact details if already agreed.
What To Do On The Page
- Select the correct property or create a new one.
- Complete the landlord and tenant details carefully.
- Check spellings, email addresses, and phone numbers before moving on.
Why It Matters
If the wrong people or address are tied to the record, every later page becomes weaker. This is the foundation for notices, signatures, and any dispute history.
Common Mistakes
Do not rush the first page. The most common errors are selecting the wrong property, leaving old tenant details in place, or guessing a phone or email address.
Property Audit
This is the evidence step. You are recording what is present, what condition it is in, and what the property looked like at the time of the audit.
Best Way To Work
- Go room by room in a sensible order.
- Photograph anything that might later be questioned.
- Describe condition plainly: clean, worn, stained, chipped, marked, new, or damaged.
If You Are Unsure
If an item is borderline, describe the truth rather than trying to sound formal. “Light scuffing to lower wall near radiator” is stronger than vague wording.
Good Evidence Rule
Take enough photos to remove doubt, but do not take random pictures with no purpose. The strongest record is clear, tidy, and connected to what you wrote.
Stop And Ask Jane If
You are not sure whether a condition note is serious, whether an item belongs to the landlord, or whether damage should be treated as pre-existing.
Standards
This page frames the property against modern expectations for safety, condition, and lawful management. Think of it as the “is this home meeting basic standards?” checkpoint.
What This Page Is Really Asking
Not “is this property perfect?”, but “have you honestly recorded the condition in a way that shows whether action may be needed?”
How To Answer Well
- Record known concerns clearly.
- Do not hide damp, mould, ventilation, or safety worries.
- Use this page to surface risk, not to make the property look better.
Legal Value
A truthful record of standards helps show what was known at the time and whether follow-up action was obvious or necessary.
Avoid This Trap
Do not treat this as “bad publicity”. It is far safer to record an issue and address it than to leave a silence that later looks deliberate.
Compliance & Meters
This step ties the property record to actual legal and practical handover data: certificates, meter readings, dates, and other compliance proof.
Have These To Hand
- Gas, electrical, EPC, and any other required certificate details.
- Meter readings as they were on the day of check-in or audit.
- Photos of meters if possible.
Most Important Rule
If you do not have a certificate yet, record that honestly. A false “yes” is much worse than a truthful “not yet uploaded”.
Why This Matters
This page supports the operational and legal side of the tenancy. It helps show what was served, what was current, and what the utility position was at handover.
Ask For Help If
You do not know which certificates are mandatory for the property type, or if a reading or certificate date seems inconsistent.
Keys & Handover
This step records exactly what access items changed hands. It reduces later arguments about missing keys, extra sets, fobs, or entry devices.
What To Record
- Main keys, back door keys, window keys, fobs, garage remotes, parking permits, and any alarm or entry devices.
- How many there are.
- Any photo that helps show the item clearly.
Keep It Simple
You do not need clever wording here. A plain entry such as “2 front door keys, 1 fob, 1 mail key” is exactly the kind of evidence that helps later.
Why This Matters
Handover disputes often look small until they become claims about access, lock changes, or replacement costs. This page prevents avoidable ambiguity.
Do Not Forget
If something is missing, say so. If the tenant has not yet received an item, say that too. Silence is what causes trouble later.
Final Review
This is your pause point before relying on the record. Read it like a cautious stranger would. If a neutral person looked at it, would they understand the property and trust the evidence?
Final Checklist
- Correct property and parties.
- Clear room-by-room evidence.
- Compliance data not obviously missing or contradictory.
- Keys and handover recorded properly.
Best Question To Ask Yourself
If there were a disagreement six months from now, would this record help a sensible person understand what happened without needing guesswork?
What Good Looks Like
A complete record is calm, consistent, and readable. It is not about sounding impressive. It is about leaving a trustworthy trail.
When To Stop
If the final page exposes gaps, stop and fix them before you treat the audit as complete. A rushed seal is worse than a short delay.
Common Worries
Leave a truthful note or return later. Do not guess just to get through the page.
No. You need useful photographs that clearly support what you wrote.
Record it honestly. The software protects good records, not optimistic omissions.
If you are uncertain about law, missing documents, contradictory data, or what wording is safe, ask.