Creating a New Inspection
Creating a New Inspection
Creating an inspection is the first step in documenting your findings. The process is streamlined to get you started quickly.
Quick Creation Process
Step 1: Navigate to Home Screen
- Ensure you are on the main Home screen where your inspection list is displayed
- You'll see the "Recent Inspections" section with any existing inspections
Step 2: Create Inspection
- Locate the "Create Inspection" button within the Recent Inspections section
- Tap the "Create Inspection" button
- The app automatically:
- Creates a new inspection with a timestamp-based name (e.g., "Inspection 1/22/2025, 10:30:15 AM")
- Adds it to your inspection list
- Immediately navigates you to the Inspection Details screen
Step 3: Automatic Setup
The new inspection is created with:
- Unique ID: System-generated identifier
- Default Name: Timestamp-based naming
- Creation Date: Current date and time
- Status: Set to active
- User Association: Linked to your account
- Template: Uses your currently selected active template
Post-Creation Actions
Once your inspection is created, you'll be on the Inspection Details screen where you can:
Customize Inspection Details
- Edit Name: Tap the inspection title to rename it (e.g., "123 Main Street Inspection")
- Add Details: Tap the "Details" button to add:
- Client contact information
- Property address (Home Inspection templates) or Vessel Identifier (Marine Survey templates — a single text field for the vessel name, year/make/model, and HIN that appears on the report cover bar and every page header)
- Inspection date
- Cover page summary
Start Adding Content
- Add Observations: Tap "Add Observation" to begin documenting findings
- Set Cover Photo: Use the photo grid to add a cover image for the inspection
- Begin Recording: Start capturing observations immediately
Subscription Considerations
Usage Limits
- Trial Accounts: Can create inspections during the 30-day trial period
- Subscription Required: After trial expiration, active subscription needed
- Report Limits: Some accounts have limits on the number of reports
Purchase Prompts
If you've reached your account limits:
- The app will display a purchase dialog
- Options to view purchase packages
- Link to external purchase website
Template Integration
Active Template
- New inspections automatically use your currently selected active template
- Template defines the structure for categories, subcategories, and questions
- You can change templates before creating inspections if needed
Default Template
- If no template is selected, a default template is automatically created
- New users get an "Example Template" with standard inspection categories
Best Practices
💡 Naming Convention: Immediately rename your inspection with a meaningful title like the property address or client name for easy identification.
📱 Quick Start: The fastest workflow is: Create Inspection → Add Details → Start Adding Observations.
🗂️ Organization: Use consistent naming patterns to make inspections easier to find later.
Troubleshooting
⚠️ Creation Fails: If inspection creation fails, check your internet connection and subscription status.
🔄 Auto-refresh: The inspection list automatically updates when new inspections are created.
📊 Limits Reached: If you can't create inspections, you may need to upgrade your subscription or purchase additional report credits.