Mobile Apps
Conducting Inspections
Complete guide to conducting professional inspections using the InspectEasy mobile apps.
The mobile apps provide a streamlined inspection workflow that guides you through each step, from initial setup to final report delivery. The apps allow you to conduct inspections offline.
Starting An Inspection
Start a new inspection from the home screen by tapping any template in the Templates Panel. Each template represents a different type of inspection (building, pest, etc.) with predefined sections and questions.
Template Requirements
Managing Inspections
Inspection List
Access your saved inspections from the Reports screen, which shows all your inspection reports with their current status. Each inspection displays:
- Inspection address - Property location
- Client information - Contact details
- Status indicators - Agreement status, upload status, and completion state
- Template type - Which inspection template was used
Report Actions Menu
Tap the menu button (three dots) on any inspection row to access available actions:
- Edit Report - Continue working on an incomplete inspection
- Upload to Server - Process the report and generate the final PDF document
- Send Agreement - Send pre-inspection agreement to client for electronic signing
- View Agreement - Review signed agreements
- Email Report - Send the completed PDF report directly to clients
- Preview PDF - Review the generated report before sending
- Delete Report - Remove reports that are no longer needed
Conducting An Inspection
Inspection Agreement
For new reports if the option to send agreements has been enabled for the template, you will be prompted to send a pre-inspection agreement. This option can be skipped if required from the menu in the top right on phones, or selecting skip agreement on tablets. If the agreement is to be sent, all details are required to be entered except the phone number, which is optional. Once the details are added you can send the agreement using the menu in the top right on phones, or select send agreement in the top right on tablets.
Once an agreement is sent the report will save and show the status of the agreement on the report row. The report status will update automatically when the agreement is sent, viewed by the client, signed or declined. The report status will also update when opening the app.
Once the contract has been signed and you have previewed the inspection agreement document, you are then ready to conduct the inspection.
Inspection Details
You will be presented with the inspection details page when starting an inspection that does not utilise pre-inspection agreements or if the agreement was skipped. Inspection details captures pertinent information relevant to the inspection and depending on the template settings, may or may not be visible on the report.
Required fields for the inspection details are the weather, building type, inspection address, client name and client email. Once these details are added you can continue to the inspection template. The report can be added later on to add additional report details if required.
Inspection Template
The inspection template is a series of questions arranged that should be arranged in a logical order so you can conduct your inspection in an efficient flow.
Inspection Workflow
Section Navigation
Inspections are organised into sections that match your template structure. Navigate between sections using the section menu or progress indicators.