The Building Detail Screen is your central hub for viewing and managing all information associated with a building.
Here is where backend users can manage inspection items, review inspection and service history, maintain contacts, view reports and historical data, and update building information and key details.
🏢 How to Access the Building Detail Screen
To access:
- Navigate to the Buildings Listing Screen
- Locate the building, then click the Name
From the Building Detail Screen, users can navigate through the various tabs to:
- Review and update building information
- Manage all inspection-related items
- Create inspections series
- View reports and historical deficiency details
- Assign and manage building contacts
As users move throughout Inspect Point it's important to know that customer management tasks will originate from, or reference information stored, within the Building Detail Screen.
🏷️ Building Detail Screen Tabs
The Building Detail Screen uses the various tabs to organize and manage operational information associated with the building. Each tab supports different workflows and actions depending on the operational data associated with the building.
The tabs present on this screen are based on your subscription and inspection types enabled within your Inspect Point instance, not solely what exists at the specific building.
Example: Fire extinguishers are enabled for your organization, but are not inspected at this building, the Fire Extinguishers tab will always be visible on the Building Detail Screen.
Rather than serving as standalone screens, these tabs work together to support inspection management, service workflows, customer communication, reporting, and technician operations.
🔍 Tab Overview
The tabs on the Building Detail Screen provide access to the different types of information and records associated with a building. Use the overview below to understand what information is available within each tab and the actions that can be performed from it.
🎯 Action Menus - Many tabs display records in a table or list with an Actions (...) menu. Select the menu next to a record to view the actions available for that item, such as viewing, editing, downloading, sending, or deleting. Available actions will vary depending on the record type and its current status.
ℹ️ Info
The Info tab provides an overview of the building’s details, including its address, account information, contacts, billing details, inspection pricing, and other building-specific settings.
To update this information, click Edit at the top of the Building Detail Screen.
Building Notes
Located toward the bottom of the Info tab, the Building Notes section contains two separate note fields used for operational communication and coordination.
- Notes — Used to maintain building notes that are visible to both backend users and technicians in the field. These notes are tied to the building itself, meaning technicians will continue to see them across inspections and work orders associated with the building.
- Internal Office Notes — Used to maintain backend-only operational notes that are visible exclusively to office staff within the backend. These notes are not visible to technicians in the field and are never customer-facing.
📜 Activity
The Activity tab displays the history and timeline of activity associated with the building, including building updates, messages from technicians, notes added, and other key events. It provides a complete audit trail so you can see what actions were taken, who performed them, and when they occurred.
👥 Sales Team
The Sales Team tab allows you to assign backend users to the building.
For backend users with the Sales role, these assignments also determine building visibility. Sales users will only have access to buildings they have been assigned to through the Sales Team tab.
⚙️ Inspection Item Tabs
Several tabs within the Building Detail Screen are used to organize and manage the building’s primary and secondary inspection items. These tabs allow you to view the primary systems associated with the building, along with any related secondary items. From these tabs, you can create new secondary items or edit existing ones.
The tabs available depend on the inspection types enabled for your Inspect Point instance. Examples include Systems and Assets, Valves, Fire Extinguishers, Alarm Systems, and other inspection-specific tabs.
🛠️ Work Orders
The Work Orders tab contains service and repair-related activity associated with the building. This includes standalone service work, deficiency repairs, and follow-up work orders.
Users can review work order history, access service details, manage service workflows, and create new work orders directly from this tab.
📋 Inspections
The Inspections tab provides visibility into all the inspections that have been performed on that property—past, scheduled, and future. You can see inspection dates, types, status, and results in one place, making it easy to track compliance history and plan future inspections. From this tab, users can drill into individual inspection records to see details, add notes, or create new inspections as needed.
🔁 Inspection Series
The Inspection Series tab lists the inspection series associated with the building, including their frequencies, expiration dates, systems or assets, number of inspections, and current status.
📝 Inspection Notes
The Inspection Notes tab provides a centralized list of notes added by technicians while completing inspections at the building. Each entry identifies the inspection, date, note or internal note, and the inspection question associated with it.
Inspection notes appear on the corresponding inspection report where applicable. Existing notes can also be edited from this tab.
💰 Invoices
The Invoices tab lists invoices associated with the building and provides details such as the invoice number, issue date, technician, status, amount, and remaining balance.
📎 Attachments
The Attachments tab allows users to upload and store documentation at the building level.
These attachments can be published to the customer portal, and are available for technicians in the field by default.
👤 Contacts
The Contacts tab is used to manage customer contacts associated with the building, including report recipients and scheduling contacts.
Maintaining accurate building contacts is important, as many report and communication workflows within Inspect Point pull directly from these contact records.
📑 Reports
The Reports tab provides access to inspection reports associated with the building. This tab also provides visibility into report details such as Report Generation and Inspection Dates, Associated Inspection Items and type.
✍️ Proposals
The Proposals tab lists proposals associated with the building, including their date, project, total, accepted date, and current status.
⚠️ Reported Deficiencies
The Reported Deficiencies tab provides a centralized view of all deficiencies identified during inspections at the building. Each record includes details about the deficiency, including the associated inspection, date reported, system or asset, deficiency and resolution status, and any applicable notes.
Use the available filters to narrow the list by criteria such as resolution status, deficiency status, date, or associated system/asset.
📸 Photos
The Photos tab provides a chronological view of photos associated with the building, including photos captured during inspections and work orders.
Photos are organized by date and include available details about where the photo originated, its description or related record, and the date it was taken. When applicable, inspection photos also identify the inspection question or deficiency associated with the image.
🗂️ Sections
The Sections tab provides an additional way to organize inspection items within a building using the hierarchy Building → Section → Location.
Sections are stored at the individual building level, meaning each building maintains its own list. The Sections tab displays all sections currently associated with the building and allows new sections to be added.
Sections created for the first time from the mobile app or while assigning a section to an individual inspection item will also appear here once saved.
Need help? Contact our Support Team at support@inspectpoint.com or submit a support ticket through the "Submit a request" link above.
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