NetSuite - Site Inspections

Site Inspections

A site inspection must occur to assess the current state of the lot once the home is physically removed from it. It’s important to note any damage or repairs needed to the land, driveway, water/sewer risers, electric pedestals, etc. It’s also important to note the party responsible for any damage or repairs, and how much it will cost to fix. 

Some important things to do on the site include: 

• Verify the electric box is not active, electric conduit is cut flush with the ground, and the wire has been coiled and fastened to the pedestal with a zip tie. 
• Verify the water riser/pit cover is in place and the water meter returned to the Community office. 
• Winterize the water riser if needed. 
• Verify the sewer line/septic system has been capped. If not, cap it immediately.

1. Once Home Removal Status is listed as Completed, the Site Inspection field will show as Pending. On the Resident Home Move Out record, under Move Out Steps, click Pending to go to the Site Inspection.  
   
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   • NOTE: You can also access the Pending Site Inspection by going to the: Lease Operations tab > Move Outs > Site Inspections tab and selecting the Record ID. 
2. Now it’s time to edit the Site Inspection Record. Click Edit. 
   
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3. In the Primary Information section, add the Scheduled Date for the site inspection. 
   
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4. Click Save once the date is selected. 
   
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5. Select the Add/Update Address button in the Forwarding Address section and enter the customer’s new address.  
   
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6. Select Create New Billing Address in the Type dropdown.  
   
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7. In the required Label Field, type “Forwarding Address” and continue to enter the address information. 
8. Click Submit to save the new address.
9. Now it’s time to add Items to the Site Inspection. Click on the Inspections & Repair Items tab on the sidebar. 
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   • NOTE: Only Site Inspections are completed for resident owned home move outs. Home inspections and pre-inspections are not needed for the physical home removal process of resident owned homes. 
10. The condition of each item is not required to be recorded, but can be selected. Clicking Update Conditions will allow multiple items with the same condition to be updated at once.  
    
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11. Click the Pencil Icon to note the Condition of the item inspected. Upload Images as needed. Click the Pencil Icon in the green and blue columns to determine if it is the resident’s responsibility or Sun’s responsibility to pay for the repairs needed to damaged items.  
    
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12. Side scroll to the right. Click the Pencil Icon in each column of the item Name to add information to the Remarks, Repair Type, and Repair Description of the item being inspected.  
    
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13. Continue to add information to the Inspections & Repair Items tab. Once completed, click on the Primary Information tab in the sidebar. The Pricing Details section on the Primary Information tab will populate with costs for repairs from the information you added for damaged items on the Inspections & Repair Items tab. 
14. Continue to add information to the Inspections & Repair Items tab. Once completed, click on the Primary Information tab in the sidebar. The Pricing Details section on the Primary Information tab will populate with costs for repairs from the information you added for damaged items on the Inspections & Repair Items tab. 
    
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15. Change the Status of the Site Inspection to Completed in the dropdown, then click Submit.  
    
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16. The Site Inspection record is now listed with a Status of Completed. If the past resident is responsible for charges associated with damages noted in the site inspection, you can view the invoice generated that will be sent to the past resident, click the Res Cost Inv # ID under the Related Transactions section.
    
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