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Reports & DeliveryGenerating a Report

Generating a Report

What Reports Include

  • Your company header and logo
  • Property and client information
  • All sections with findings and photos
  • Severity indicators with icons and colors
  • Inspection methods and status per subsection
  • Your digital signature
  • Customizable introduction and conclusion text

Preview PDF

  1. Open the inspection
  2. Tap the menu (three dots) in the top right corner
  3. Select Preview PDF
  4. The report is generated with your company branding
  5. You can then share or download it

Completing an Inspection

Before generating the final report:

  1. Review all sections and findings
  2. Ensure all required fields are filled
  3. Mark the inspection as complete from the menu

Inspection Menu Options

Access the menu by tapping the three dots in the top right:

  • Preview PDF — Generate a preview of the professional PDF report
  • Finish & Close — Mark the inspection as complete
  • Archive — Remove from active list while keeping accessible
  • Exit — Return to the project page (progress is saved automatically)
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