Forms - Inspect Forms

Inspect Section: 

The “Inspect” section is an area you can form for each area you want your team to inspect during an appointment. Examples of forms that can be built are basements, attics, exterior rooms, addon areas, garages, etc.  


Reference Fig.1 below for the following items:

1. You can click the pencil in current forms for the” Inspect” section to make changes to that form. In this example, we have the options for” Additional Areas,” Walls,” and” Exterior that can be tailored.  


2. + Add Form to Inspect – a new area of focus that you want the team can be created when this button is clicked 



Inspect as seen in the App: 


From the” Edit Forms” page above, we added some forms, and they are listed in the App as seen to the left. (After publishing) As you can see in the inspection section, not all forms are listed. Continue to next section to add other forms to the inspection:

Adding Forms to Inspection

In the getting started section, clicking the needed items for reasons for the visit will add those forms to your inspection tab of forms to be completed during the appointment.  

After checking the appropriate reasons for the visit, they will now be added to your inspection as seen below:


Final Steps needed to Publish Config for App use:  

For these changes to be seen by your team in the app, the configuration will need to be published. 

Steps to Publish

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