How to create an Inspection

Creating an Inspection

1. Go to the Inspection tab.
2. Select all the necessary information required.
3. Click on each item and mark it as N/A, Done, or Needs Action.
4. Upload photos for each item if needed.

You may add notes in the Tenant/Client/Customer Notes section.
You may also add an Inspection Photo.

Once all items are marked as Done, the inspection will be scored 100% and marked as Completed.

If one or more items are marked as Needs Action, a new Work Order will be generated based on the configured Service Types.

Inspection Statuses

• Completed – All required information has been submitted.
• In Progress – The inspection can still be edited and has not yet been submitted.
• Pending – The inspection is saved on the device and has not yet been submitted to the server.

Click here to watch the video tutorial.