Pre-inspection forms are digital checklists you fill out on-site to document the condition of a property before starting any work. They can include photos, notes, checkboxes, ratings, and more — all stored under the customer’s file in QuoteIQ.
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🧰 How to Create and Send a Pre-Inspection Form
Step 1: Open QuoteIQ Cam
From the dashboard, tap into QuoteIQ Cam.
Mobile On Left - Desktop On Right
Step 2: Tap “New Inspection Form”
Select Create Inspection Form.
Step 3: Fill Out the Form Details
Once inside the Inspection Report screen, you’ll see a few key sections:
Customer Details
Use the dropdown to select an existing customer or press “+ Add New Customer” if needed.
Technician Name
You can enter the name of the person performing the inspection. Use the toggle to show or hide this from the final report.
Property Pictures
Use this section to upload general photos of the job site. These are separate from photos attached to specific inspection points. You can choose whether these are visible to the customer by toggling “Show” on or off.
Step 4: Choose a Template
Right underneath the property pictures section, there’s a dropdown menu where you can:
Select a prebuilt template (like a pressure washing pre-inspection)
Or click “Create new template” to start building a custom one from scratch
Once a template is selected, it will populate the form with its inspection points.
Step 5: Complete the Inspection Points
Once your template is loaded, you’ll see a list of inspection points.
Inspection Point response types:
Yes/No – great for confirming a task was completed or a condition is present
Textbox – for open-ended notes or technician comments
Checkbox – for multi-item checks (e.g., “Select all that apply”)
Rating – for scoring the condition of a surface, equipment, etc.
You can also:
Tap the camera icon to attach photos to any point
Tap the pencil icon to update/change the inspection point
Use the trash icon to remove the point from this inspection
Add additional notes (Bottom of Form)
Add Photos (Bottom of Form)
Everything here is flexible. You can even hide specific points from the customer using the toggle switch, while still saving them for internal documentation.
Step 5: Send the Inspection Form
Once finished:
Tap the Share or Send icon at the top
Choose whether to send via text or email
The customer will receive a clean, professional PDF copy of the form
You can also archive it or revisit it later under your Inspection Archive.
🔐 Why Use Pre-Inspection Forms?
Liability Protection: Capture proof of job conditions before touching anything.
Clarity: Set expectations with the customer.
Upsells: Visually show additional work that might be needed.
Professionalism: Send a branded, documented inspection that builds trust.
📁 Where Are Forms Stored?
Every inspection form you complete is automatically tied to the job and customer.
Two Options:
Customer Contact → Inspection Forms
QuoteIQ Cam Dashboard → Inspection Archive
Using Custom Inspection Form Templates
QuoteIQ lets you use pre-built inspection templates or create your own custom forms with checklists, fields, photo sections, and more.
Want to build a form that fits your service perfectly? (Insert Link To Article)
FAQs
Can I add photos and notes to the form?
Can I add photos and notes to the form?
Yes — photos are automatically tied to the form, and custom notes can be added to each entry.
Can I use inspection forms for upselling?
Can I use inspection forms for upselling?
Absolutely. Visual documentation of problem areas makes a strong case for additional services.
Can I create multiple forms for one job?
Can I create multiple forms for one job?
Yes — you can create separate pre-job, mid-job, or post-job forms if needed.