After you select the right template for your report, you'll see the main Inspection overview screen. Here is a summary and explanation of each option:
Mark the report "complete": Completing the report will immediately publish it and send it to the ISN order.
Add a cover photo: Provides a visual representation of the report that is visible to both the client and other viewers. To add a cover photo, select the "Add Cover Photo" button, choose a photo from your device, and it will be included in both the web version and the PDF copy of the report.
Edit Inspection: You can either start editing the inspection report from scratch or make changes to the existing report by selecting the "Edit Inspection" option. This allows you to modify previously added comments, both rated and unrated.
Report Preview: View the online report that your clients will have access to.
Upload Report Media: Bulk uploads all the images and videos you took during the inspection to the media library, where you can assign them to specific comments or detail sections within the report. Media will only appear in the report if assigned to a comment or section, not if left in the media library.
Upload Attachments: Use the "Upload Attachments" button to add additional photos or small PDFs (up to 10 MB) captured outside the app. Select the files you wish to upload and click "Upload."
Incomplete items: Shows items that haven't been completed, meaning no comments have been added.
Media: Indicates how many photos or videos have been used within your comments or details in the report.
Comments: Indicates how many comments have been selected within the report.
Summary items: Shows how many comments in the report have a rating that is set to appear in the report summary.
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At this point, it is important to thoroughly review each category and determine whether any of them are irrelevant or unnecessary for your specific needs. If you do find that some categories are redundant or unnecessary, you can remove them with just a few simple taps.
By removing unnecessary categories, you can help streamline the report-writing process and create a more efficient and effective workflow that better suits your specific inspection requirements. To remove a category, simply locate it within the template and click on the designated button or option that corresponds to deletion or removal. From there, you will be prompted to confirm your decision before the category is permanently removed from the template.
It's important to note that the removal of categories should be approached with careful consideration to ensure that all relevant information is still included and accounted for within the report. By following these simple steps, you can easily tailor your report template to meet your specific inspection needs, and ultimately create a more effective and streamlined reporting process.
If you have any questions please don't hesitate to contact our support team by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.