Overview & Workflow
A bird's-eye view of the 8-step inspection process before you dive in.
The Inspection workflow follows a structured 9-step process — from creating the project through downloading the final report. See the full walkthrough with screenshots for a step-by-step guide.
The 9-Step Workflow
Open & Review Assignment
Read the inspection brief — property details, inspection type, scope, and any special instructions from the administrator.
Pre-Inspection Setup
Confirm property access, note the inspection date and time, and prepare your equipment.
Work Through Inspection Steps
Navigate each checklist section assigned to this inspection type. Complete all required items.
Record Findings
For each checklist item, select Pass, Fail, or N/A, and enter descriptive notes where required.
Attach Photos
Upload supporting photos to findings. Photos are required for all failed items.
Flag Violations & Deficiencies
Mark items that require formal violation notices or corrective action.
Add Notes & Observations
Enter overall inspection notes, general observations, and any tenant communications.
Review & Submit
Preview the complete report, resolve any validation errors, and submit for administrative review.