Running an inspection

To run an inspection, pick a location and a checklist, then work through the items on your phone. Check off what passes, capture a photo where the checklist asks for one, and log anything wrong as you find it. When you submit, the result is saved to the location’s record with the captured evidence attached. You build the checklist first, see building an inspection checklist.

How do I start an inspection?

1. On mobile, open Inspections and choose Start inspection.
2. Pick the location you are inspecting.
3. Pick the checklist to run against it.
4. Work down the items in order.

The inspection runs on the phone, on site, while you are looking at the work. That is the point: you are recording what you see now, not filling in a form from memory later.

How do I complete items on mobile?

Work down the list and mark each item as you check it. Pass the items that meet the standard. For an item that asks for photo evidence, capture the photo on the item so the evidence is tied to that exact check. Required items must be answered before you can submit, so you cannot finish with a gap. Optional items can be skipped when they do not apply that day. A running count shows what is left, so you always know how far you are from done.

How do I capture photos as evidence?

On any item set up for photo evidence, capture the photo in the app while you are standing at the spot. The photo is stored on that item in the inspection record. Take the photo of the actual state, the stocked restroom, the dry floor, the emptied bin, not a staged shot. These photos give a client or manager context later, instead of leaving only a checkbox.

What do I do when I find an issue?

Log it as you find it, do not wait until the end. When an item fails or you spot something that needs fixing, raise a work order from the inspection if that workflow is enabled on your account. The work order carries the location and context, and you can assign it to a cleaner on the spot. See creating a work order for how that job moves from open to done. The inspection records that the problem was found; the work order records that it was handled.

What happens when I submit?

When you submit, the inspection is saved to the location’s record: every item, the captured photos, the time, and who ran it. Treat the submitted inspection as the operational record of what was true at that moment. From there you can read the report and share evidence with a client when your account supports sharing, covered in inspection reports and client evidence.

Where to go next

Turn a completed inspection into client-ready evidence in inspection reports and client evidence, or adjust the template in building an inspection checklist.