Lion Property Services and Reports Lion Property Services and Reports Help Centre
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LPSR Help Centre

Find the next step for your property report workflow

These guides explain how LPSR handles inspections, check-ins, check-outs, EPCs, schedule of condition visits, deposit dispute reports, and related communications.

Respond to a visit

Tenant confirmation, alternative dates, and access notes.

Track reports

Follow scheduled visits from booking through completion.

Fix common issues

Missed emails, access problems, and unclear statuses.

Inspector Guide

Plan your route, complete property visits, upload notes, and close report work.

Inspector Guide

Start here

Inspectors use LPSR to manage property visits and complete the information needed for reports. Visits may be routine inspections, check-ins, check-outs, EPCs, schedules of condition, or other report-related instructions.

Your priority is to keep the visit status, notes, photos, and access outcome accurate so the office can complete the report workflow.

Daily workflow

  1. Open your dashboard and review today's visits.
  2. Check the route order, time windows, access notes, and tenant status.
  3. Confirm any visits that need your decision.
  4. Complete each visit and upload notes/photos promptly.
  5. Mark the work order correctly when the visit/report work is done.
  6. Flag failed access or concerns immediately.

Scheduled visits and reports

Review a visit before attending

Open the work order and check:

  • Property address and postcode.
  • Service type.
  • Scheduled date and time block.
  • Tenant response and access instructions.
  • Key, parking, alarm, pet, or safety notes.
  • Any special client instructions.

If the details are unclear, contact the office before travelling.

During the visit

Use the work order as the source of truth. Capture the required notes, photos, meter readings, keys, cleanliness observations, condition evidence, or EPC information according to the service type.

After the visit

  1. Upload photos and files while the details are fresh.
  2. Add concise completion notes.
  3. Record any failed access or tenant issue.
  4. Update the status to show the true outcome.
  5. Submit any decision or follow-up requested by the system.

Respond to a visit request

Some visits require you to accept, reject, or request changes before they are final.

  • Accept when you can attend the proposed date/time.
  • Reject or request a change when availability, travel, or access details make it unsuitable.
  • Add notes if the office needs context for rescheduling.

Do this from the work order prompt rather than by changing unrelated fields.

Availability and routes

Keep availability current so scheduling can assign visits correctly.

  • Set unavailable dates as early as possible.
  • Keep AM/PM or full-day availability realistic.
  • Tell the office if a route looks impossible before the visit day.
  • Do not rely on route order alone if the work order has a fixed appointment time.

Failed access

If you cannot gain access:

  1. Record the time you arrived.
  2. Add notes explaining what happened.
  3. Upload any relevant evidence if required.
  4. Mark the work order with the correct failed-access or follow-up status.
  5. Notify the office if the visit needs urgent rescheduling.

Quick troubleshooting

  • Visit missing from your dashboard: check date filters and ask the office to confirm assignment/status.
  • Tenant says they cancelled: do not delete the work order; add notes and contact the office.
  • Access notes are wrong: update the work order notes and tell the office if it affects today's route.
  • Photos will not upload: keep the originals, try again on a stable connection, and tell the office if deadlines are affected.
  • You completed the visit but status is still open: reopen the work order and complete the required decision or completion step.
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