General Information
The General Information page is the landing screen of an inspection. It gathers everything that does not directly belong to a building section: the property’s identity card, documents received before the visit, and the logistical configuration of the inspection (billed services, tools used, people present).
The screen splits into two columns: Property on the left, Inspection on the right.
Property column
Property photo
A main photo is shown at the top. The Edit Photo button lets you replace it. This photo appears in the final report.
Building identification
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Property address to inspect required
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Year (roll) — the year built per the municipal assessment roll
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Year (Sel. Decl.) — the year built per the seller’s declaration
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Extension — the year of an extension if applicable
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MLS # — MLS listing number
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Property type required — dropdown reusing the list of 27 types available at project creation
Property description
A rich text editor to describe the building in a few sentences. The Assisted button activates the AI assistant which enriches your draft or writes a first version from the already entered information (type, years, extension). The Enrich button refines existing text.
AI proposes, you decide. The content stays in your hands before publishing.
Orientation note
A standard pre-formatted text that defines the orientation convention used in the report (front, back, right side, left side, when standing on the street facing the building). You can keep it as-is or edit it.
Documents obtained for the inspection
A checklist of documents you received from the client or the seller before the inspection. Check based on what you actually consulted:
- Not applicable — No document received
- Seller’s declaration
- RBQ inspection list of the New Residential Building Warranty Plan (5 years or less)
- Previous inspection report(s)
- Expertise report(s)
- Annex D — Category 2
- Annex E — Owners’ cooperative
- Location certificate
- Co-ownership declaration (divided)
- Various invoices
- Other(s)
The checked list appears in the report to inform the client of the documents taken into account.
Inspection column
Report Template
Shows the template selected at creation (for example Residential Inspection - BNQ 3009-500). Clicking this field gives access to the template selector; beware, changing template wipes all entered data. See Change or reset the template.
Inspection type
Default is Pre-purchase Inspection. Other types exist (for example pre-handover) depending on activated templates.
Assigned inspector
The inspector responsible for this inspection. On a solo account, this will be you (mention “You”). On a team account, you can reassign. The name and signature of the assigned inspector will appear on the final report.
Dates and duration
- Inspection date required
- Inspection time
- Delivery date — planned date to send the report to the client
- Inspection duration — Hours and Minutes (two fields)
Environmental conditions
- Temperature (°C) — outdoor temperature on the day of inspection
- Weather — dropdown to select the weather conditions of the visit
These two pieces of information appear in the report and may explain inspection limits (inaccessible roof in high wind, for example).
Services
The billable items of the inspection. Adding a service here automatically generates an invoice in the project, attached to the final file sent to the client.
The Total is computed automatically (before tax).
Inspection tools
You can save your default tool list and adjust it per inspection. Lumos provides a pre-built list (Voltage tester, Tape measure, Binoculars or zoom camera, Drone, High-intensity lighting…) with a usage description for each. You can also add a custom tool.
The checked list appears in the report to demonstrate the rigor of your methodology.
People
The parties present during the inspection:
- Client information required (by default, the project’s client contact)
- Client’s agent
- Seller
- Seller’s agent
You can add other custom roles via the + Add button (for example a family member, a lawyer, an expert).