Help & Support
How can we help?
Quick help for inspection report uploads, Property Intelligence Snapshots, purchase reviews, living asset records, assisted review, billing, and support.
Property Asset Setup
FolioProjects starts with a property asset. The asset becomes the living record for documents, systems, risks, projects, vendors, and reminders.
- Create a property manually
- Upload an inspection report
- Add documents and photos over time
Inspection Report Upload
Upload a property inspection report to create a structured Property Intelligence Snapshot.
- Identify systems, deficiencies, and risks
- Create projects, reminders, and vendor needs
- Generate a practical action plan
Purchase Review
Use a Purchase Intelligence Snapshot before removing subjects or completing due diligence.
- Flag deal-impact risks
- Prepare questions for your inspector, realtor, insurer, lender, or contractors
- Separate urgent issues from post-close maintenance
Living Asset Record
After purchase, the snapshot can become your long-term property record.
- Track repairs, vendors, quotes, invoices, and warranties
- Maintain system and equipment records
- Build a record for refinancing, insurance, resale, or owner reporting
Reports & Action Items
FolioProjects is designed to turn property evidence into both a report and live action objects.
- Property systems inventory and deficiency list
- Maintenance plan and reminder schedule
- Capex priorities, vendor needs, insurance tasks, rebates, and 30/90/180 day plan
Assisted Review
For higher-risk purchases or messy records, request BP LTD assisted review.
- Human review of uploaded evidence
- Cleaner questions and next steps
- Useful when the decision is urgent or expensive
How the first property flow works
- Create or open your FolioProjects account
- Create your first property asset
- Choose whether you are reviewing a purchase or building a living asset record
- Upload an inspection report or create the asset manually
- Add owner goals, known concerns, and optional supporting evidence
- Generate a Property Intelligence Snapshot and live action items
What FolioProjects can create
- Asset and system records
- Deficiencies, risks, and deal-impact flags
- Repair projects and quote packages
- Maintenance reminders and capex priorities
- Vendor needs and missing records
- Insurance, rebate, tenant comfort, and resale readiness tasks
Other FolioProjects features
QR Codes, Surveys & Public Engagement
FolioProjects also supports QR-enabled public pages, surveys, sentiment capture, and analytics for projects, events, rezoning, and public-facing assets.
- Branded QR codes for signs, mailers, boards, or displays
- Survey and poll responses with HueFlux sentiment on free-text answers
- Scan counts, referrers, and basic device/location hints when available
Rezoning Pro & OPC Photo Trail
For public-facing engagement, FolioProjects can support rezoning pages, council-ready reporting, and OPC Photo Trail activations.
- Rezoning Pro concierge via BP LTD TEAMS
- Public project pages, QR packs, and reporting exports
- Photo trail and community engagement setups
FAQs
- Is FolioProjects property management software?
- No. FolioProjects is an owner-side property intelligence layer. It helps income property owners organize evidence, understand risks, create action records, and support better decisions. Property management platforms can still be used for operations.
- Can I use FolioProjects before I own the property?
- Yes. Use the purchase review flow when you are evaluating a property before subject removal or closing. If you complete the purchase, the review can become the start of your living asset record.
- Does FolioProjects replace an inspector, lawyer, insurer, lender, accountant, or contractor?
- No. FolioProjects helps organize evidence, identify questions, and create action records. Always confirm decisions with the appropriate qualified professionals.
- What files can I upload?
- The initial wedge focuses on inspection report PDFs. Supporting evidence may include photos, insurance letters, invoices, permits, leases, warranties, quotes, and owner notes.
- Can I create a property without an inspection report?
- Yes. You can create the property asset manually and add documents, photos, projects, vendors, and reminders later.
- Do I need assisted review?
- Not always. Self-serve snapshots are useful for organizing the property record. Assisted review is better when the purchase is urgent, the property is complex, or the decision carries meaningful financial risk.
- How do I contact support?
- Email [email protected] or use the support contact form.
Still need help?
Email [email protected], view the sample snapshot, or request assisted review for a higher-risk purchase or messy property file.