Create a New Inspection Template
Click on the create button
Complete and submit the form
Add Items to your inspection template
You can create as many line items as you’d like.
Click on the name of your inspection template
Click on the line item button
Instructions:
Name: Name of the item you want to add
Description: Description of the item you are inspecting
Choices: Name the options you want to add to your inspection drop-down menu. For example: Yes, No. Separate your options with a comma
Pro Tip: You can reorder your inspections items by clicking on the Reorder button. After clicking on the reorder button, drag and drop your inspection items.
Add inspection template to one of your prospects
Click on the name of the prospect you are interested in.
Click on the Inspections tab
Click on the create inspection button.
Pick your inspection template and submit the form.
Click on the name of your inspection.
Edit every item inside your inspection to pick between the previously created options.
Pro Tip: Inside every inspection item, you can upload and tag photos.
Save Inspection to Docs
After you edit your inspection template, you can save it inside the job page. Click on Save PDF to Docs
After you click on Save PDF to Docs, your inspection document will be located under the Docs tab
