Skip to main content

Get Started

First, complete the following Procorem setup.

The same email address must be used for Procorem, ProLinkHFA, and Procorem Inspect.

Step-1.png
Prolink_logo_transparent.png

ProLink will enable the property configuration setting and install the app on the account.

Step-2.png
Procorem-account-active.png

The Procorem account must be active.

Step-3.png
Procorem-account-member.png

The app user must be an active member of the Procorem account. (Guests cannot connect to the account on the app.)

For information about upgrading a guest to a member, see Preferences.

Step-4.png
Procorem-account-invitation.png

The user accepts the account invitation.

After Procorem setup is complete, you can continue onto setting up ProLinkHFA.

The same email address must be used for Procorem, ProLinkHFA, and Procorem Inspect.

Tip

Contact ProLink Support if you need the URLs to your ProLinkHFA environments. Within ProLinkHFA, you can access the ProLinkHFA Help Center.

Step-1.png
HFA-User-External-ID.png

The user's Procorem account email must be configured as a ProLinkHFA user. (Check for an External ID. If the user profile does not show an External User ID, it is not connected to a Procorem user.)

Step-2.png
HFA-User-Privileges.png

The user must have a security role with the necessary privileges.

  • Property - Inspections - Allow External Integrations (to access the database; that is, to fetch or upload)

  • Property - Portfolio Property - View All (to fetch properties or inspections)

  • Property - Portfolio Property - View - Restricted (to fetch properties with restricted access)

  • Property - Inspections - View (to fetch inspections)

  • Property - Inspections - Modify (to upload inspections)

Step-3.png
HFA-Property-Assigned-User.png

To fetch properties or existing inspections, the user must be an assigned user on the properties. The Role of the assigned user does not matter.

Step-4.png
HFA-Inspection-Fields.png

To fetch existing inspections, the inspection must have:

  • Inspection Type

  • Inspection Template

  • Scheduled/In Process Status

Step-5.png
HFA-Property-AM-Characteristics.png

To upload new inspections, the Inspection Type must be required on the property.

After Procorem and ProLinkHFA setup is complete, you can continue onto installing and using Procorem Inspect.

The same email address must be used for Procorem, ProLinkHFA, and Procorem Inspect.

Step-1.png
Screenshot_20250729-150005-play-store-simplified.png

The user installs the app on the device.

Check the compatibility guide for information about versions and supported devices.

Step-2.png
Procorem-Inspect-App-Login-Environment.png

The environment selection is correct (typically "production").

Step-3.png
Procorem_Inspect_Logo_dark.png

The user follows the steps for a first-time visit to the app.

Step-1.png
Procorem-Inspect-App-Login.png

unlock-blue.svg Log in.

Step-2.png
Procorem-Inspect-App-Account-Selection.png

sitemap-blue.svg Select the Procorem account.

Step-3.png
Procorem-Inspect-App-Import-Data.png

download-blue.svg Import data to the device (properties, buildings, units, inspectors, inspection types, and inspection templates).

(This happens automatically when you select the account.)

Step-4.png
Procorem-Inspect-App-Blank-Inspections-List.png

magnifying-glass-blue.svg Start an inspection.

The Procorem Inspect app is designed so you can complete most tasks while you are offline; for example, if you are onsite for an inspection, you can record inspection areas and findings, even if you do not have internet access, provided you have set up the inspection on your device ahead of time.

Internet connectivity is required for logging in, fetching data (including inspection templates, properties, and inspections), and uploading inspection data.