Track third party reports

Backshop’s Third Parties section gives you access to and control over all essential third party reports:

• Appraisal
• Environmental
• Engineering
• Seismic
• Termite
• Wind zone
• Zoning/survey
• Pre-construction

To monitor your reports’ status, history and contacts, use Backshop’s 3rd Party Tracking function.

Go to third party tracking page

Click the Third Parties tab, then the 3rd Party Tracking sub-link.

 

Add a third party report

To start tracking status for a third party report, go to the third party tracking page (see above.)

1. Select report type from third party report menu.

2. Specify property from property menu. Enter as much additional information as you like. You will return to this form as the report’s status changes.

3. Click the Update button. This creates a line for the new report. It will always be available in the Third Party Tracking module.

 

Update third party report status

When status changes for a third party report, go to the third party tracking page (see above.)

1. In the line for the report in question, enter or edit the ordered date, due date, received date, status, report date, next report due date and/or cost.

2. Click the Update button.

 

Monitor third party reports

Go to the third party tracking page (see above.)

1. Third Party Tracking History: This section records and displays all changes to reports’ status.

2. Third Party Contacts: Contact information is automatically displayed based on the firm name for each report.