Creating an inspection from a template

Inspections can be performed from the app or the Legacy version. This instruction covers the Legacy version. From the customer Overview page select the Inspection tab

Then select the Create Inspection button

This will open an option to select a prebuilt Inspection template and select submit. The template will be added to the inspection list. Select the template to start performing the inspection.

Each inspection line item can be edited by selecting the pencil icon to the right. Choices are built into the inspection template and are selectable from a dropdown. The Description area is generally reserved for narrating specific details about the inspection line item. Photos can be uploaded to line items. If a photo is uploaded to a line item, it will also populate the photo tab and will be available to be Tagged in other areas of the system. The Name of the Inspection and the Date Inspected can be edited by selecting the pencil icon next to the Inspection Name. Each inspection has a built-in checklist, submitting and approving are not required but some companies may want to monitor these features. You are encouraged to Mark As Complete* and you can also Save PDF to Docs.

*No Line Inspection Line Items are Required. If any line item is skipped or does not contain photos, a choice selection, or a description, the inspection line item will NOT be included in the inspection report.