Inspection and inventory integration
Connect Inventory Base reports to SortX tenancy, maintenance and checkout workflows where data is available.
SortX connects inspection output to maintenance, landlord approvals and checkout tasks where records are available.
Inventory Base is the connected source or destination for this workflow.
SortX keeps tenancy context attached to the work item.
SortX keeps inventory context attached to the work item.
SortX keeps inspection notes context attached to the work item.
SortX keeps maintenance context attached to the work item.
SortX keeps checkout context attached to the work item.
Inventory Base
SortX connects Inventory Base to the surrounding records, tasks and approvals your team already uses.
Book a demoEach item below is a practical handoff: record matching, status checks, approvals and follow-up work.
Send property, tenancy and access context into the Inventory Base visit workflow.
Attach returned reports, photos or notes to SortX when the connection exposes them.
Turn approved findings into maintenance tasks with evidence attached.
Prepare landlord summaries for inspection findings and cost decisions.
Create checkout, deposit discussion or relist tasks from approved findings.
Keep visit evidence linked to the property and tenancy record.
Connect Inventory Base reports to SortX tenancy, maintenance and checkout workflows where data is available.
Inspection notes are useful only if they reach the people who act on them. SortX routes follow-ups from inventories, mid-term checks and checkout reports.
The goal is simple: fewer disconnected tabs, clearer ownership and no unsupported assumptions about what Inventory Base can or cannot return. SortX works with the fields and statuses available to your branch.
Book a demoConnect: Connect the property, tenancy and visit context.
Match: Prepare inspection or inventory handoffs for the field team.
Route: Read returned reports or main notes where available.
Review: Create repairs, deposit discussions or checkout tasks from approved findings.
Review workflowsShort answers for setup, sync behaviour and branch control.
No. SortX uses Inventory Base as a connected system and keeps the agency workflow in SortX. Your team still controls the vendor account, permissions and commercial relationship.
Only the fields configured for the integration are used. SortX syncs records, statuses, notes or files where Inventory Base makes them available and where your branch has approved that direction.
Yes. Approval steps can stay on for messages, record updates, document sends and sensitive compliance or finance actions.
Setup starts with branch mapping, permission checks and a short test workflow. SortX then rolls the Inventory Base connection into the right agent queue for your team.
We will map the connection, test the handoffs and keep approvals where your branch needs them.