How to create an inspection in the field

Creating Inspections 

To create an inspection from the mobile app, tap the + icon, followed by Inspection (New Experience). From here, you can create the building if the customer doesn't exist in your instance or search for the existing building name and/or address.

First Time 

• Select Inspection (New Experience)
• + Add Building: enter the building name and address information and save 
• Add Inspection Details: select the frequency, scheduled date, assets 
• Tap Continue and adjust the quantity of the groups (if applicable) 
• Complete: Your inspection has been created, and you will now see it in your inspection list

Returning 

• Select Inspection (New Experience)
• Search for the building name or address and select the location
• Add Inspection Details: select the frequency, scheduled date, assets 
• Tap Continue and adjust the quantity of the groups (if applicable) 
• Complete: Your inspection has been created, and you will now see it in your inspection list

Notes:

- This feature must be enabled; please have an admin contact your Customer Success Manager to enable it.

- Inspection items, systems, assets, etc., can be added to the inspection once it has been created - How to add inspection items in the field