How-To Guide

Creating inspections and attaching photos

Who: Team members with the Estimates module · Module: Estimates module · About 5 minutes

  1. 1

    Open Estimates and go to Inspections.

  2. 2

    Tap New inspection and pick a template — the template defines the sections, questions, and photo fields.

  3. 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. 4

    Attach photos to any field, with the capture time and location recorded.

  5. 5

    Tap Save Draft to keep it internal while you work, or Complete when the report is finished.

  6. 6

    Share the completed report with the customer or anyone else over a no-login link, or by email.

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