How to Create Inspections & Service Visits in the Field

Creating Jobs in the Field 

In this guide, you'll learn how to create inspections and service work orders directly from the field using the Inspect Point mobile app. We’ll walk through the step-by-step process, selecting the correct location, configuring the job with details like frequency, assets, and work order type. 

⚠️ Important

These features must be enabled by a member of Inspect Point.

If you do not see the option to create inspections or work orders:

• Have your admin contact your Customer Success Manager to enable it.
• This setting applies to all technicians (it cannot be enabled per individual).
• You can choose to enable both inspections and work orders, or only one of the two options.

➕ Creating a New Job

From the bottom-right corner of the mobile app, tap the plus icon ( + ).

You’ll see two options:

• Create Inspection
• Create Service Visit

📋 Creating an Inspection

To create an inspection in the field:

1. Create a New Job
   • From the bottom-right corner of the app, tap the plus icon (+)
   • Select Create Inspection

2. Building Selection

   You’ll see a list of existing buildings.

   • Scroll through the list or use the search bar to find by name or address
   • Depending on your configuration, you may have the option to add a new building
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3. Set Frequency

   From the Frequency dropdown, select an inspection frequency (e.g., annual, quarterly).

   • This selection determines which questions are included in the inspection
   • This will default to Annual
   • This cannot be changed once the inspection is saved

4. Set the Schedule Date

   This determines when the job will appear on your schedule in the mobile app.

   • This will default to the date and time the inspection is being created
5. Include Building Valves
   • This option may be checked or unchecked by default depending on your organization’s setup
   • If you are creating a Sprinkler inspection, ensure this box is checked so valves are included
6. Select Assets to the Inspection
   • Select the asset(s) and/or group(s) to include in this inspection
   • Not sure what to include? You can skip this step for now and add items later once the inspection has started
   • After making your selections, tap Continue

7. Reviewing Existing Assets

   This screen displays any existing assets already associated with the selected building based on the types selected in the previous step.

   • Review and confirm the items to include

8. Tap Complete

   This will finalize and save the inspection

   • You’ll now see your newly created inspection on the Schedule List, ready to begin.
   • When you start the inspection, any selected systems (e.g., Wet System, Fire Pump) and building valves will appear automatically.

🧰 Creating a Service Visit (Work Order)

To create a service visit in the field:

1. Create a New Job
   • From the bottom-right corner of the app, tap the plus icon (+)
   • Select Create Service Visit

2. Building Selection

   You’ll see a list of existing buildings.

   • Scroll through the list or use the search bar to find by name or address
   • Depending on your configuration, you may have the option to add a new building
3. Select a Work Order Type (required)
   • These categories (e.g., Emergency, Routine, Inspection Repair) are predefined in your backend settings.

4. Choose Inspection (Optional)

   You can link the work order to an inspection which will bring any unresolved deficiencies from the completed inspection to the work order where they can be resolved.

   • Tap Choose Inspection
   • Select an inspection to add to the service visit

5. Add the Service Visit Details

   Enter a Service Description and Problem Description

   • Service Description – brief summary of the task
   • Problem Description – detailed explanation of the issue
   • These can be updated later when you start the work order

6. Tap Complete

   This will finalize and save the service visit

   • You’ll return to your Schedule List, where the new service visit will appear and can be started immediately