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Inside inspection - how to document which rooms were inspected
Inside inspection - how to document which rooms were inspected

Create devices and instead of using bar code numbers enter the locations... Bedroom, Kitchen, Basement...

Beau O'Hara avatar
Written by Beau O'Hara
Updated over 3 years ago

Device scanning and management is available in our Business and Pro subscription plans.

Summary

If you want to make sure a technician has checked all the internal areas of a home where there are no traps, such as kitchen, basement, pantry... and add a note about that area, create devices in the customer's location page that map out to those locations.

Key Points

  1. Verify that Target Areas are available

  2. Create a Trap Type named Home (Office, or Manufacturing) Inspection 

  3. Add the 'devices' in the customer's location page

Verify that Target Areas are available

  1. From the Dashboard click the Settings gear icon

  2. Under Device & Trap Settings, click Property Types & Target Areas

  3. Click Residential and make sure you have the areas you want, (kitchen, basement, pantry... )

  4. To add more, click the Add Target Area button and enter the locations

  5. When done click the Save button

Create a Trap Type named Home (Office, or Manufacturing) Inspection

  1. From the Dashboard click the Settings gear icon

  2. Under Device & Trap Settings, click Trap Type

  3. Click the New Trap Type button

  4. Enter Home Inspection for the trap type name

  5. Click the Create Trap Type button

  6. Click the Save button

Add the 'devices' in the customer's location page

  1. Go into the customer's location page

  2. Click the Create a New... button and select Devices

  3. Add the areas of the house where you want to inspect, at the very least add the areas for Barcode and Device ID, and Device Type is Home Inspection

   4. Repeat for all the areas that you would check in this location

In the mobile app 

Save any unsaved Work Order in the mobile app. 

  1. Tap Save in the upper-right corner of the open Work Order. 

  2. Tap Save & Exit

Then, from the Calendar, tap the menu in the upper-left corner (the three lines)

  1. Tap Settings

  2. Tap Reload Data

  3. Tap Ok or Allow to any messages

  1. Open the Work Order

  2. Tap Devices

  3. Tap View All

  4. Tap the area (device) you want to inspect

   4. Tap Save
   5. Enter Notes, Materials, Captured pests, Evidence...
   6. Tap Save
   7. Proceed with the other locations

In the Work Order PDF

The locations appear under the Device Inspection Detail with the location under Device ID.

See our Help Center article Property Types and Their Target Areas for sample entries.


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