QuoteIQ stores every inspection form you complete and automatically links it to the customer and job. Whether you want to reference a previous form for liability, quality control, or upselling, the Inspection Archive gives you organized, permanent access to all submitted inspection forms.
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How to Access the Inspection Archive:
Step 1: Open QuoteIQ Cam
From your QuoteIQ Dashboard, tap the QuoteIQ Cam button. This is your access point to inspections, photos, and documentation tools.
Step 2: Tap “Inspection Archive”
You’ll see an option labeled Inspection Archive. Tap it to open the full history of every inspection you’ve created or submitted inside QuoteIQ.
Step 3: Browse or Search
Scroll through all your past inspections, organized by date. You can tap into any one to:
View the full completed form
See who completed it and when
Review pictures, notes, and technician inputs
Reference for training, follow-ups, or disputes
Alternate Way to View Forms by Customer:
If you’re looking for a specific form tied to a client:
Go to Contacts
Select the customer
Scroll down to Inspection Forms
This will show all inspections tied to that job.
Why Use the Inspection Archive:
Protect Yourself – Pull up signed inspections during disputes
Stay Organized – See every form you’ve ever created
Upsell More Work – Show proof of deferred or missed items
FAQs
Can I delete inspection forms?
Can I delete inspection forms?
Yes. Tap the three dots on any inspection form in the archive, then press Delete.
Can I edit a submitted inspection form?
Can I edit a submitted inspection form?
No. Once submitted, inspection forms are locked for recordkeeping and liability protection.
Can I filter or search my inspections?
Can I filter or search my inspections?
Yes. Use the search bar to find inspections by customer name. You can also scroll through the archive by submission date.
What does “Upload Failed – Tap to Retry” mean on an inspection?
What does “Upload Failed – Tap to Retry” mean on an inspection?
This means your inspection form didn’t finish uploading due to a weak internet connection. Just tap the red banner to retry the upload. Once successful, the form will be saved and accessible in the archive.