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Mobile App Comments: Options Menu & Redesign - How-to-Guide

Objective

The comments experience in the mobile app has been redesigned so inspectors can create, review and manage comments faster in the field. Each comment now has an options menu, comment controls are laid out more clearly, all comments under a line can be collapsed or expanded at once, and comments can be moved or copied to another category or line without retyping.

Key Benefits

  • Start a new comment from a bottom sheet, with the option to use the AI Defect Detector

  • Write comments in a full-screen editor with the title and description up front and a toolbar above the keyboard

  • Manage any comment from one options menu: expand or collapse, edit, duplicate, copy text and delete

  • Move or copy a comment to another category or line using a searchable bottom sheet

  • Collapse or expand every comment under a line with one tap

  • Keep reorder controls clearly separate from edit, delete and options controls

  • Available on both iOS and Android

How It Works

Create a New Comment

  • Tap the option to create a new comment. A bottom sheet appears asking whether to create a new comment or create one using the AI Defect Detector.

  • Select + New Comment. The bottom sheet expands to a full screen.

  • The Title and Description sections are available up front, and the keyboard opens by default.

  • A toolbar sits above the keyboard. The Add Input / Drop Down option is available from this toolbar.

  • A floating AI Comment Helper icon is available whether the keyboard is open or closed.

  • Existing flows for adding global lists and using the AI Comment Helper are unchanged.

Use the Comment Screen Menu

The three-dot menu on the create/edit comment screen contains these options:

  • Update / Save in Template

  • Update / Save in Library

  • Move to

  • Copy Text

  • Tag Comment

Read the Comment Card

The comment card layout keeps controls easy to tell apart:

  • Reorder controls are visually separate from the Edit, Delete and More Options controls. On iOS this is a drag handle; on Android it is a set of reorder controls.

  • The comment header stays uncluttered and shows the primary actions.

Expand or Collapse a Single Comment

  • A collapsed comment shows a Show More action at the bottom of the card. Tap it to expand the comment.

  • Tap anywhere on an expanded comment to collapse it.

  • You can also use Expand or Collapse from the comment options menu.

Collapse or Expand All Comments

  • At the bottom left of the screen, a collapse or expand button with a gray circle background controls every comment under the current line at once.

  • Collapsed comments show an expand icon at the bottom. Expanded comments show a collapse icon.

Use the Comment Options Menu

Each comment has an options menu (the three-dot menu). It includes:

  • Expand / Collapse: Shows Collapse when the comment is expanded and Expand when it is collapsed.

  • Edit: Lets you change the comment and save it.

  • Duplicate: Creates a copy of the comment. The copy has no link to the original, so the two stay independent.

  • Copy Text: Copies the comment text to the clipboard.

    • Non-HomeTeam companies: Comment Title and Description

    • HomeTeam companies: Comment Title, Description and Summary

  • Move To and Copy To: Send the comment to another location in the report (see below).

  • Delete: Removes the comment after you confirm.

Move a Comment

  • Open the options menu and select Move To.

  • A bottom sheet opens with a search field.

  • Choose the destination:

    • Palmtech/ISN: Browse or search for a category, which expands its list of lines. Select one line.

    • HomeTeam: Comments are attached to categories, so browse or search for a category and select it.

  • The Move button stays disabled until a line (Palmtech/ISN) or category (HomeTeam) is selected.

  • Tap Move. The comment is removed from its original location and placed at the destination.

  • You stay on the line or category you were viewing. The destination does not open automatically.

  • To cancel, use the close button, or tap outside the sheet if your platform supports it.

Copy a Comment to Another Location

  • Open the options menu and select Copy To.

  • The bottom sheet and destination choices work the same way as Move To. The Copy button stays disabled until a destination is selected.

  • Tap Copy. The comment is copied to the destination and also stays in its original location.

  • You stay on the line or category you were viewing.

  • To cancel, use the close button, or tap outside the sheet if your platform supports it.

  • Tip: In both Move To and Copy To, search filters the matching categories and lines as you type.

Good to Know

  • iOS and Android: Both platforms get the redesign. Reorder controls look different (a drag handle on iOS, reorder controls on Android), but they are separated from the comment actions on both.

  • Company type: HomeTeam comments are attached to categories, so Move To and Copy To only ask for a category. Palmtech/ISN comments belong to lines, so a category and then a line are required.

  • Copy Text content: HomeTeam companies also get the Summary in the copied text.

  • Duplicates are independent: Editing or deleting a duplicate never changes the original comment.

  • Unchanged flows: Adding global lists and using the AI Comment Helper work the same as before.

If you have any questions or need further assistance with this process, our support team is here to help. You can reach us through live chat, by email at help@inspectionsupport.com, or by phone at (800) 700-8112.

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