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 will see the Recent Inspections section with any existing inspections.

Step 2: Create Inspection

1. Locate the Create Inspection button within the Recent Inspections section.
2. Tap Create Inspection.
3. The app automatically creates a new inspection, adds it to your inspection list, and immediately navigates you to the Inspection Details screen.

Step 3: Automatic Setup

The new inspection is created with a unique ID, a default timestamp-based name, the current creation date, active status, a link to your account, and your currently selected active template.

Post-Creation Actions

Once your inspection is created, you land on the Inspection Details screen where you can rename the inspection, add details, set a cover photo, and start adding observations immediately. Tap the Details button to add client contact information, the 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), the inspection date, and the cover page summary.