Inspection reports

Start a report on a visit

Techs start reports on their own visits. Owners and managers can start one on any visit.

A report template attached to the visit's service is offered first. When a visit for that service is marked Started, its report starts as a draft on its own.

1. 1Step 1: Open the visit in Field work (or the visit panel on the schedule).
2. 2Step 2: Under Inspection report, tap Start, or tap Start report and pick one of your templates or a ready-made one.
3. 3Step 3: The customer, address, equipment, technician and date are filled in from the visit.

Fill it in

1. 1Step 1: Tap Pass, Attention, Fail or N/A on each check. Tap the same button again to clear it.
2. 2Step 2: Type each reading. Readings outside the normal range show High or Low and count as needs attention.
3. 3Step 3: Tap Note to add what you found, and Photo to take or add a photo. Tap Mark up on a photo to draw arrows, circles and labels.
4. 4Step 4: On items that need attention or fail, tap Recommend to add the work you suggest, with a price if you have one.
5. 5Step 5: Tap Get customer signature, or use the signature already saved on the visit.

• Tip: Required items must be checked, or have a reading, before the report can be finished.
• Tip: With weak signal, checks, readings and notes are kept on your phone and sync when you are back. Photos, recommendations, signatures, finishing and sending need a connection.

Finish and send

1. 1Step 1: Tap Finish report. This creates the customer's private link and PDF.
2. 2Step 2: Tap Send to customer, check the email address and add a note if you like. The email has the report link and the PDF link, and it is saved in the customer's message history.
3. 3Step 3: Copy customer link, Download PDF and Share to team chat are on the same panel.

• Tip: The report shows Viewed once the customer opens the link. Your own previews never count.
• Tip: Customers who prefer Spanish see the page, PDF and email in Spanish. Your template wording stays as you wrote it.
• Tip: To change a finished report, tap Reopen to edit, then finish it again. The customer's link shows that it is being updated until you do.

Turn recommendations into a quote

Owners and managers can do this.

1. 1Step 1: Open the report and tap Create quote from recommendations.
2. 2Step 2: The quote editor opens with one line for each recommendation and the price the tech entered. Optional work becomes an optional line.
3. 3Step 3: Review the lines and prices, then save the quote. The report links to it from then on.

Report templates

Owners and managers set up templates in Settings, Report templates.

1. 1Step 1: Add a ready-made report for your trade, or start a blank one.
2. 2Step 2: Add, rename, reorder or remove sections and items. Choose Pass / fail or Reading for each item and set a unit and a normal range for readings.
3. 3Step 3: Tick Required on the items that must be done before finishing.
4. 4Step 4: Tick the services that use this report, then tap Save template.

• Tip: Ready-made normal ranges are common starting points. Adjust them for the equipment you service.
• Tip: Changing a template never changes reports that were already started.