This article covers how to navigate, add, edit, remove, and reorder Sections within an Inspection.

Difference between Sections and Items

Inspection Templates, the basis of your inspection, have three elements.

  • Overview*:* short text fields at the top of an inspection
  • Sections*:* groupings of items which are the bulk of your Inspection
  • Summary*:* longer text fields at the bottom of your inspection

Sections often equate to rooms (eg Bedroom, Dining Room), in contrast items are elements in the room (such as walls, flooring, etc).

Sections in your Inspection screen are marked with gray titlebar of each room and it's name. For example: Entry, Bedroom, or Kitchen and the list of room items underneath.

Customizing Sections and Items in your base template will mean the changes sync through to every inspection started from that template. Please note: This will only affect inspections created after the template changes.

However, you can customize the sections and items in your inspection on a one-off basis. For example, you can have your base template setup to have three bedrooms, a lounge room, kitchen and dining room. Then, when you're at an inspection of a two bedroom property, you may want to remove one of the bedrooms and reorder the layout to better reflect the layout of the property and the way you walk through it. In this case, you can follow the steps outlined below to customize the layout of the inspection.

Jumping to a Section in your Inspection on iOS

  • To quickly jump to a particular section in your inspection, tap the sections button at the bottom of your inspection screen
  • Tap this and the list of all of your inspection's sections will appear on the screen
  • Tap the section you would like to navigate to and your inspection will jump to that section

Inserting a Section during an Inspection

  • Look for and tap the Insert Section button on the bottom right of the section below where you would like to insert the new section
  • You will then see a list of your inspection's sections
  • If you want to add a duplicate of an existing section into your inspection, tap the section you would like to add
    • Any changes you've made copy into the new section
  • The new section will then appear in the screen allowing you to inspect it straight away
  • Please note: these changes will only be made to this specific inspection and any copied from this inspection
  • If you would like this to be for all inspections using the same template in the future, edit your template on Manage

Removing a Section during an Inspection

  • Tap the Edit button at the very bottom of your screen, on the left
  • The screen will then pop open to reveal the Editing Layout screen
  • Tap the name of the section you would like to remove, tap Delete Section, and confirm the deletion
  • The section will now be removed from the inspection
  • Tap the Leave Editing at the bottom-left of the Editing Layout screen when you've finished making your changes to return to your inspection
  • These changes will only be made to this specific inspection and any copied from this inspection
  • If you would like this to be for all inspections using the same template in the future, edit your template on Manage
    • This can only be done by an account administrator
  • Please note, if you're preparing a Move Out inspection and report, that any changes to the sections you make will affect the layout of the final report
    • It is not recommended to alter the section names and order for a Move Out inspection

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