- 1
Open Estimates and go to Inspections.
- 2
Tap New inspection and pick a template — the template defines the sections, questions, and photo fields.
- 3
Fill in the inspection as you walk the property. Details from a connected lead or job are filled in for you where the template maps them.
- 4
Attach photos to any field, with the capture time and location recorded.
- 5
Tap Save Draft to keep it internal while you work, or Complete when the report is finished.
- 6
Share the completed report with the customer or anyone else over a no-login link, or by email.
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