Record structured findings
Capture what was found, where it was found and what needs to happen next.
Start reporting
Start the visit, complete the required site-photo step if enabled, then choose Start reporting.
Add findings as you work rather than completing one large form at the end.
Complete each finding
For every issue, record:
- priority
- finding type
- location
- person responsible: customer or technician
- observations
- recommendations
- action taken
- supporting photos
Preset choices speed up common entries such as rodent activity, proofing defects, kitchens and lofts. Use a custom value when the right option is not listed.
Write useful observations
Keep observations factual: describe the evidence and exact location. Put advice in Recommendations and completed work in Action taken so the customer report is easy to follow.
Finish the visit
Review the findings, add any general visit notes and complete the inspection and sign-off flow.
If you spotted extra commercial work, expand Sales and add a sale rather than putting it in notes.
The customer must be marked as briefed on the findings and recommendations before the customer-signature field is shown.