Inspections — the list and starting an inspection

What this screen is for. Every inspection and its report in one place. Find an inspection, start a new one, and get back into one in progress. How to get there. Tap Inspections in the sidebar (it's the second row). What every button does At the top: "4 of 5 this billing month" — a small chip, on its own line, for a paying firm on the new prices. It counts the inspections your firm has sent this billing month (from your billing date to the day before the next one) out of the 5 your plan includes. Past 5 it adds "· 1 extra", "· 2 extra" and so on. The full card, with what the extras cost, is on your Overview. New inspection — starts an inspection from scratch. Only the address is required. From booking — starts an inspection from a booking a client made on your website. Pick a confirmed booking and tap Start; the booking leaves the waiting list. Templates · Comments · Glossary · AI Settings · Codes · Look for — quick links to your inspection settings pages, each covered in its own doc. Team members only see the links their role can use. Finding an inspection: Search — type part of an address, a client, or an agent. The count beside it reads "8 of 32" while you're filtering. Status pills — All · In progress · In review · Delivered, each with its count. My jobs · Unassigned · Everyone — on firms with more than one person, a quick way to see just your own inspections. Nothing is hidden: Everyone always shows the whole firm's work. A solo firm doesn't see this row at all. On each inspection (a table row on a computer, a card on your phone): The green button names what tapping does: Continue an inspection in progress, Details once the report is signed and sent, Open otherwise. Tapping anywhere on the row opens the inspection's own page. Preview report — opens the inspection's report section. Client report — opens the report exactly as your client sees it, in a new tab. Only there once the report is locked or delivered. Re-inspect — on a delivered inspection: makes a return-visit copy and drops you into capture for the re-shoot. A practice inspection has no Re-inspect. Practice — a small chip on your firm's practice inspection, in the list and on the cards. Where a client's name would go, it says "Your own home". Compare — on a re-inspection: shows what's Resolved · Still open · Not re-shot · New, with the lists behind each number. A fresh copy honestly says "Not re-inspected yet" instead of pretending things are resolved. The trash — deletes the inspection (see below). The New inspection window: Property address — start typing and real addresses appear, your own area first; picking one fills street, city, state, and ZIP in one tap. Use my location fills from GPS ("double-check the house number"), and Find city, state & ZIP appears as a backstop if you typed just a street. Client and the two agent pickers — choose from your roster or tap ➕ New… to add someone right there (a name is all a new client needs). All optional. Inspection fee · Inspection type · Report tone (how the AI drafts this report — your usual voice is the default; change it just for this inspection) · Template (only shows when your firm has templates) · When (Today / Tomorrow / pick a day and time). Property details (optional) — a closed section below the template. Already know the house from the listing? Open it and fill in what you can — occupancy (occupied / vacant), property type, style, stories, year built, square feet, bedrooms, bathrooms. Whatever you type lands on the report's Introduction the moment the inspection starts, so you don't re-key it during the walk. Leave it closed and nothing changes — the address is still all you need. Everything you can only judge on site (foundation, utilities, weather) stays for capture. Start inspection — greyed out until the address is in; the grey line right below names the one thing missing. Add a cover photo? — after starting: a shot of the front of the home leads the report. Add cover photo or Skip for now — you can add or change it any time while capturing. Or do a free practice inspection on your own home. — a link in the New inspection window, for the owner, until your firm has used its practice inspection. It opens the practice window instead (below). The practice inspection: Every firm gets one free practice inspection, on your own home. It never counts: not toward your free trial, and not toward the 5 inspections your plan includes each month. It can never be sent to a client. Start it from the first step of the "Get set up, then get more clients" card on your Overview (Do a practice inspection on your own home), or with Or do a free practice inspection on your own home. in the New inspection window. The window is titled Practice inspection on your own home and says "It's free, it never counts, and it can't be sent to a client." It asks only for the Property address, the Report tone and the Template (the template shows only when your firm has templates). There is no client, agent, fee or time. Tap Start practice inspection, then add or skip the cover photo, and you're capturing. From then on it works like any inspection: walk it, talk, take photos, and draft the report. What's different when it's done is covered in the inspection page doc. Once it's used, the link goes away and the Overview step shows a check. Opening the step again just says "You've already used your free practice inspection." Deleting: Tap the trash → the window explains exactly what happens: a draft is permanently erased (findings, photos, the draft report); a report you already locked or delivered is archived, not erased — the report, invoices, payments, and sign-off records are kept as your legal and financial history. Type the property address to confirm, then Delete permanently. You'll see "Deleted the inspection at …" and the counts update. Common questions "How do I start an inspection?" New inspection → type the address → Start inspection → add or skip the cover photo. You're capturing in under a minute; the client, fee, and everything else can be added later. "Someone booked on my website — where do I start their inspection?" From booking → tap Start on their booking. If the list says no bookings are waiting, confirm the request on your Schedule first. "How do I find last month's inspection on Maple Street?" Type "maple" in the search box — it matches addresses, clients, and agents. "Does deleting really delete?" A draft, yes — completely. A delivered report, no — it's archived because it's a legal record, and the window says so before you confirm. "How do I re-inspect after repairs?" Re-inspect on the delivered inspection → re-shoot the flagged items → Compare shows what's fixed, still open, and new. "Why did New inspection show me a subscribe screen?" You've used your 3 free trial inspections. Subscribe to keep going. Deleting a trial inspection does not give the slot back. "Can I try it out without using a free inspection?" Yes. Do your free practice inspection on your own home. It never counts, and it can't be sent to a client, so nothing can go wrong. "Can I pick who writes it up — the tone?" Yes, in the New inspection window: Report tone starts on your firm's usual voice and can be changed just for this inspection. "I already know the house from the listing — can I enter it now?" Yes. Open Property details (optional) in the New inspection window and fill in occupancy, type, style, stories, year, size, and beds/baths. It goes straight onto the report's Introduction, so it's there before you ever pull into the driveway. Good to know Re-inspections count toward the trial cap too — the same subscribe window appears at the limit. The list is pages, not an endless scroll — 25 rows on a computer, 10 cards on a phone. Changing a filter always puts you back on page 1. The address suggestions are silent until you type — a saved address won't pop a list on its own. The suggestions carry a "powered by Google Maps" line. The same person can currently be picked as both buyer's and listing agent in this window — the inspection's own page is where that gets flagged, so give it a glance if one person fills both roles. On the demo account, New inspection first shows "You're exploring the HomeRecon demo" — Keep exploring the demo carries on to the real dialog. Related The capture screen The inspection page — review, sign off, deliver Schedule — bookings and your calendar Templates — your checklists