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.

Collapsing and Expanding Sections in your Inspections on iOS

• To collapse or expand a section in your inspection look for and tap the small, chevron icon at the left of the section's title

• This will collapse all of the items in the section

• To expand a collapsed section, tap the chevron again and all the items will be displayed again

• During an inspection this is a helpful feature which can be used to 'mark' a section as complete

Collapsing and Expanding All Sections in your Inspection on iOS

• To collapse all of the sections in your inspection, look for and tap the double chevron icon in the middle, at the bottom of your screen

• All of the sections in your inspection will collapse and you'll have only the gray titlebars and the Insert Section button on your screen

Jumping to a Section in your Inspection on iOS

• To quickly jump to a particular section in your inspection, tap the inverted arrow icon at the bottom right 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

• iPhone or iPad - look for and tap the Insert Section button on the bottom right of the section above where you would like to insert the new section

• Android - tap the Insert Item or Section  button at the bottom of the section above where you would like to insert the new section then tap Insert 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

• If you want to add an empty section, tap Blank 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

Renaming a Section during an Inspection

• iPhone or iPad - tap the Pen and Paper icon at the very bottom of your screen, on the left of the three icons

• Android - tap the Edit button at the top right of the inspection screen next to the pencil

• The screen will then pop open to reveal the Editing Layout screen

  • iPhone or iPad - tap the name of the section you would like to change, enter the name of the section in the Edit Section window then tap the checkmark at the top right

  • Android - tap the name of the section you would like to change then tap the back button

• The section will now have the new name

• iPhone or iPad - tap the checkmark at the bottom left of the Editing Layout screen when you've finished making your changes to return to your inspection

•  Android - tap the back button at the very top left

• 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 in 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

Removing a Section during an Inspection

• iPhone or iPad - tap the Pen and Paper icon at the very bottom of your screen, on the left of the three icons

• Android - tap the Edit button at the top right of the inspection screen next to the pencil

• The screen will then pop open to reveal the Editing Layout screen

• iPhone or iPad - tap the name of the section you would like to remove, tap Delete Section, and confirm the deletion

• Android - tap the pencil next to the name of the section you would like to remove, then tap the trash can icon at the top right of the Edit Section window

• The section will now be removed from the inspection

• iPhone or iPad - tap the checkmark at the bottom-left of the Editing Layout screen when you've finished making your changes to return to your inspection

• Android - tap the back button at the very top left

• 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

Reordering the Layout of Sections in your Inspection

• iPhone or iPad - tap the Pen and Paper icon at the very bottom of your screen, on the left of the three icons.

• Android - tap the Edit button at the top right of the inspection screen next to the pencil

• The screen will then pop open to reveal the Editing Layout screen

• iPhone or iPad - tap the Reorder Sections button at the bottom right to reveal a list of all of the sections with a small hamburger icon to the right

  • Tap and hold on the hamburger icon and slide it to move and re-order your sections

  • Tap the checkmark when you're done

• Android - tap the Reorder Sections button at the top right and in a similar fashion

  • Tap and hold the small hamburger icon to reorder your sections

  • Then tap OK when you're done

• iPhone or iPad - to return to your inspection, tap the checkmark at the bottom-left of the Editing Layout screen

• Android - To return to your inspection, tap the Back button at the very top left

• 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