How to Attach a PDF to an Inspection in the Field

📎 Attaching a PDF to an Inspection (Mobile App)

Technicians can attach PDF files to an inspection directly from the mobile app. These attachments will be included when the inspection is submitted and will print with the final inspection report.

Important Notes:

• Only PDF files can be attached.
• PDFs cannot be filled out within the app. If the technician needs to complete or annotate the PDF, this should be done using a PDF reader on their device before attaching it.
• Attachments added in the field will appear on the backend Inspection Detail screen, where office users can rename, remove, or adjust how the attachment prints.

💡 Common Use Case

A technician receives a supplemental form from a customer via email, downloads it to their device, fills it out using a PDF reader app, and then attaches it to the inspection so it prints with the report.

1. Open the file you want to save (e.g., an email attachment, photo, or document).
2. Tap the share icon (a box with an arrow pointing up).
3. From the share sheet, select Save to Files.
4. In the location picker, choose a folder, such as "On My iPhone," or tap "Browse" to select a different location like iCloud Drive.
5. Tap Save. 

📲 How to Attach a PDF in the Field

1. Locate and start the inspection in the mobile app.
2. Tap the Attachments icon (📎).

3. Tap + Add Attachment.
4. Choose the PDF from your device’s file browser.

5. Once selected, the app returns you to the attachment list and displays a confirmation message:

   “File Attached to Inspection! Successfully attached <file name>.pdf.”

6. Tap OK to dismiss the message.
7. If you’re done, tap the back arrow. If you need to add more attachments, repeat the steps above.

🖨️ What Happens After Submission?

• The attached PDF appears on the backend Inspection Detail screen.
• It will print automatically with the inspection report.
• Backend users can:
  • Rename the attachment
  • Remove it from the report
  • Detach it entirely from the inspection
  • Add it to a cover letter, if applicable
• To do so, scroll to the Inspection Attachments on the Inspection Detail Screen and click the Edit icon. Make any adjustments then Save.