Guide for field inspectors
You inspect the property and record what you find. This guide covers the inspector portal: getting access, signing in with an emailed code, filling in the inspection form on your phone, and sending it to your office.
How an intake flows
You work in the inspector portal. It is built for a phone and has no menu: a list of your projects, and one form.
- Sign in. Type your email, get a 6-digit code by email, type the code. There is no password. See Sign in and your dashboard.
- Start a project. Tap Submit New Project. A draft is created straight away.
- Fill in the form. Seven or eight short steps: the customer, the structure and foundation, the issues you see, the scope of work, checklists, then notes and files. See Complete an intake.
- Leave and come back if you need to. The draft saves as you go and stays in your list until you submit or delete it. See Drafts and weak signal.
- Submit. Tap Submit Inspection. The project goes to your company’s office with the status Project Intake Initiated, and your Client Admin gets an email.
- Follow it. The project stays in your list with its current status. You can download the inspection form as a PDF at any time.
Topics
- Sign in and your dashboardGet access, sign in with an emailed code, and find your drafts and projects.
- Complete an intakeThe inspection form step by step: customer, structure, scope, checklists, notes and files, then submit.
- Drafts and weak signalHow drafts save, resuming and deleting them, what to do with poor reception, and what you can do after submitting.
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