For the complete documentation index, see llms.txt. This page is also available as Markdown.

Creating a defect

This page explains how to create a new defect in Immodio and document it in a structured way.

  • Defects that affect the whole property (for example communal areas or outdoor areas) are created in the property.

  • Defects within a unit (for example damage in an apartment) are recorded directly in the unit concerned.

1

Create a defect

The "+ Create defect" button lets you create a new defect.

2

Where is the defect?

First select the location of the defect, for example a specific room or area within a property or unit.

  • Select from the existing defined locations.

  • If the relevant location does not exist, you can enter an individual location and confirm it by clicking "Add" (clicking "Add" is necessary; simply typing the location into the "Add location" field is not enough).

If the defect is in the property, you can also choose between indoor area and outdoor area.

3

What is defective?

State which component or area is affected. Predefined defect types are available for this.

  • Select the appropriate defect type.

  • You can optionally enter a new defect type and confirm it by clicking "Add" (clicking "Add" is necessary; simply typing the defect type into the "Add defect type" field is not enough).

4

Condition

Describe the current condition of the defect. This helps later when assessing and dealing with it.

  • Select the condition from the list provided.

  • You can optionally enter an individual condition and confirm it by clicking "Add" (clicking "Add" is necessary; simply typing the condition into the "Add condition" field is not enough).

  • In the "Details" field (optional) you can add further information about the defect. If you add further details later, they are listed chronologically automatically.

5

Further information (optional)

You can store further details:

  • Party responsible: The person or party who caused the defect.

  • Reported by: The person or party who reported the defect.

  • Person in charge: The person or party responsible for remedying it.

These details are optional but can make later tracking and the assignment of responsibility easier.

Responsible user

In the Responsible user field you can record which of the users you have added is responsible for dealing with the defect. All active users can be selected. Once a user has been deactivated, no new defects can be assigned to them.

The field is only available for accounts on the Premium plan or Business plan, since managing several users is only possible from the Premium plan upwards.

Note: Only the active users stored in user management are listed here. Your own account cannot yet be entered as the responsible user (as at 07/08/2026). Your own account can, however, be assigned as usual through the "Person in charge" field above.

6

Save the defect

Clicking "Create" saves the defect and adds it to the overview.

  • If you want to document a photo of the defect straight away, use the "Create + image" option.

  • You can then record further defects or return to the overview.

Working with defects

Once a defect has been created, the entire process of remedying the damage can be documented and worked through digitally, in a structured way and step by step. Further images can be uploaded at any time, comments on the current progress recorded, and individual to-dos or tasks linked directly to the defect.

This keeps all information and work steps together centrally and makes progress traceable at all times.

Adding files and photos

In the "Files" tab you can add further photos, documents and evidence relating to the defect at any time.

This is useful, for example, for:

  • additional photos of the damage

  • quotes from tradespeople

  • invoices and receipts

  • documentation of the repair progress

  • photos after the defect has been remedied

Adding files

  1. Open the "Files" tab.

  2. Choose one of the available options:

    • Camera: Take a new photo directly.

    • Gallery: Select an existing photo or file.

    • Drag & drop: Drag the file you want into the upload field.

  3. Then click "Save".

The uploaded files remain permanently assigned to the defect concerned.

Documenting progress with comments

The "Comments" tab lets you document the current progress of remedying the defect on an ongoing basis.

Comments are suitable for the following information, for example:

  • The tradesperson has been contacted.

  • An inspection appointment has been arranged.

  • A quote has been received.

  • Spare parts have been ordered.

  • The repair has been carried out.

  • A final check is still required.

Adding a comment

  1. Open the "Comments" tab.

  2. Enter your note in the "Add comment" field.

  3. Click the "Add" button

Adding tasks or to-dos for this defect

The "To Dos" tab lets you add tasks connected with this defect.

The following tasks are suitable, for example:

  • contacting a tradesperson,

  • arranging an inspection appointment

  • or reporting damage to the insurance company.

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