This Help Article covers:

  • Adding Items during an Inspection
  • Editing an Item during an Inspection
  • Removing an Item during an Inspection
  • Reordering the Layout of Items in your Inspection

Adding Items during an Inspection

To insert a new item into a section, on iPhone or iPad tap Insert Item at the bottom of the section you would like to add the item. On Android tap Insert Item or Section then Insert Item.

The Edit Item screen will then appear on your screen.

Enter the name of the item you would like to add.

On iPhone and iPad a default rating set will be added to the item which is the same rating set as the final item in the section, or can select another rating set for the item by tapping the chevron (>) to the right of the rating set and selecting another set from the inspection or tapping Copy & Edit to generate a specific rating set for that item.

On Android, after naming your item you can select from one of the existing rating sets.

On iPhone or iPad once you've finished entering the details of the item, tap the checkmark up the top right to return to the inspection and rate the new item.

On Android, the screen will return to the inspection as soon as you've selected the new rating set.

Editing an Item during an Inspection on iOS

To edit an existing item in an inspection, on iPhone or iPad tap the Pen and Paper icon at the very bottom of the inspection screen.

This will transition the inspection to the Editing Layout screen where you can then tap on the item you would like to edit and follow the steps above in Adding Items during an Inspection.

Removing an Item during an Inspection

To remove an item from a section, tap the edit button to enter the Editing Layout screen.

On iPhone and iPad this is the Pen and Paper icon at the very bottom of the inspection, the left most icon. In the Editing Layout screen tap the red, delete icon to the left of the item, or items you would like to remove from the section.

On Android, tap the Edit button at the top right of the inspection screen next to the pencil icon, then slide any of the items you would like to remove from the section to the left or right so that they disappear from the screen.

This change will only remove the items you've deleted. If there are items with the same name in similar sections, these will remain in the inspection until you delete this item as well. For example deleting the item Windows from one bedroom will not remove Windows from all other rooms.

When you've finished making your changes, on iPhone or iPad tap the checkmark at the bottom left to return to your inspection screen. On Android tap the back arrow at the very top left.

Reordering the Layout of Items in your Inspection

To re-order items in a section, tap the edit button to enter the Editing Layout screen. 

On iPhone and iPad this is the Pen and Paper icon at the very bottom of the inspection, the left most icon. On Android, this is the Edit button at the top right of the inspection screen next to the pencil icon.

In the Editing Layout screen tap and hold the small, hamburger icon on the far right of the items in order to re-order it in the same section, or to drag it into another section entirely.

When you've finished making your changes, on iPhone or iPad tap the checkmark at the bottom left to return to your inspection screen. On Android tap the back arrow at the very top left.

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