This article covers how to add, edit, reorder, and remove items within an inspection in app.

 

Adding Items during an Inspection

  • iPhone or iPad - tap Insert Item at the bottom of the section you would like to add the item

  • 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

  • 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

    • You 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

  • Android - after naming your item you can select from one of the existing rating sets

  • 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

  • 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

  • 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 

  • 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

  • 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(s) you would like to remove from the section

  • 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 individual items you've selected to delete

  • 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

  • iPhone or iPad - once finished, tap the checkmark at the bottom left to return to your inspection screen

  • Android - once finished, 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.

  • iPhone and iPad - this is the Pen and Paper icon at the very bottom of the inspection, the left most icon

  • 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

  • iPhone or iPad - once finished, tap the checkmark at the bottom left to return to your inspection screen

  • Android - once finished, tap the back arrow at the very top left

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