Inspection Forms

An Inspection Form is where the bulk of your inspection data is entered and organized. It contains all the categories, components, fields, and field options used to document your insights during an inspection.

Each form acts as a structured workspace, allowing you to:

• Record detailed insights (e.g. roof is in good condition, mold on interior wall, water heater needs replacement, etc.)
• Attach media (photos, videos)
• Select field options or enter free-form notes
• Add general limitations to your inspection
• Customize what's shown in the final report

Whether you're performing a home inspection, mold inspection, asbestos inspection — or any other type of inspection — Inspection Forms keep your data organized, clear, and report-ready.

How Form Templates and Inspection Forms are related

Form Templates allow for the customization of inspection lists, and the pre-filling of report fields. Once saved, they are available for selection when creating a new Inspection,

and when adding a new Inspection Form to an existing Inspection.

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If we were to put it into simpler terms:

• Think of a Form Template as a physical document you could bring with you to any inspection.
• If you decide to bring a copy of one of those documents with you to an inspection it is now an Inspection Form for that particular job.

Many Inspection Forms to one Inspection

Each Inspection can have one or more Inspection Forms associated with it. Inspection Forms allow you to associate different types of inspections with a single inspection site visit.

• e.g., If you are certified to perform multiple types of inspections (e.g. home inspection, asbestos inspection, radon inspection, etc.) on a property then you can pre-setup various Form Templates and load them into the same Inspection.

  

Each Inspection Form allows you to generate a distinct PDF report pertaining specifically to the inspection performed.

Inspection Form framework

This is the data structure of your Inspection Form:

• Category — A high-level system (e.g. Interior, Roofing)
• Component — A specific element within a system (e.g. Flooring, Gutters)
• Insight — A specific observation (e.g. Water damage)
  • Each insight is a separate item in the report, which means you can have multiple entries of the same component.
    • e.g., During your inspection you may be inspecting multiple exterior doors. If both the front door and the back door are damaged in different ways you could create separate insights for the exterior door component.
• Field — A specific input area (e.g. Description, Condition, Risk, Location, Recommended Action)
• Field Option — Predefined choices within a field (e.g. “Minor”, “Major”, “Not Present”)

This structure helps keep your reports organized and easy to navigate.

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Every part of the framework is customizable. Here are some example use cases:

• If a category is unavailable by default, you can create it.
• If you're a roofing contractor and never inspect HVAC systems, you can delete the HVAC category.
• If the component you are inspecting has different areas (living room flooring vs. kitchen flooring) in different conditions then you can create multiple insights.
• If you're an Eneris admin at your company and need to edit the field options to use company approved terminology, you can do so quickly and without needing to interact with the Eneris team (but we're always happy to help).

Inspection Form Sections

Report title

Set the title that appears on the report's cover page

and in the Inspection Forms section.

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You must Sync the Inspection Form in order for the Report Title to update at both locations.

Inspection Categories

The categories of inspection items.

Editing Inspection Categories

Edit Inspection Categories by selecting the pencil icon.

Select Reorder, then drag and drop categories to rearrange them.

Select the pencil icon next to a category to:

• Edit the category name
• Update the category icon
• Delete the category

Add new Inspection Categories

1. Select the Edit button next to the Inspection Categories heading.
2. In the Add new category section, choose Create blank category or Create from existing category.
3. Enter a category name and select an icon.
4. Select Create new category.

Form Tab Bar

The Form Tab Bar is a floating pill that provides quick access to three tools:

• Progress — Opens the Progress Checklist
• Search — Opens the Search Tool
• Preview — Opens a preview of your report

On mobile, the tab bar appears as a bottom navigation bar.

Progress Checklist

The Progress Checklist shows the overall completion percentage and count for your Inspection Form.

• Each category is listed with its completion count (e.g. 23/23).
• Expand a category to see the status of individual components (Required, Empty, or Complete).
• Use the Expand all / Collapse all toggle to quickly review all categories.

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Use the Progress Checklist before publishing to ensure all required components are complete.

Search Tool

The Search Tool lets you find components and fields across the entire Inspection Form.

• Type at least 2 characters to begin searching.
• Results are grouped by category with highlighted matches.
• Select a result to navigate directly to that component.

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The search uses fuzzy matching — you don't need an exact match to find what you're looking for.

Inspection overview

This section enables you to set the Primary photo, add General limitations, and manage Shared Fields.

Primary photo

This is the main image shown on the report's cover page.

• A wide exterior photo of the property is commonly used.

General limitations

Allows you to note any non-category specific limitation associated with your Inspection.

• Limitation: Shorter length comments (50 characters max)
• Additional notes: Longer length comments (1,000 characters max)
• Photos & videos: Attach supporting photos and videos regarding limitations.

Here's what the General limitations page looks like when it is filled out:

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Keep in mind that this is for general limitations.

You may also enter category-specific limitations.

Shared Fields

Shared Fields automatically appear in every component of your Form Template. Use them for any common inputs in your inspection workflow.

• e.g. You may want a Risk or Location field available in every component. Creating it as a Shared Field means you only need to create them once and they will be available in every component.

This helps you save time and keeps your workflow and data entry consistent.

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You can delete a Shared Field from a component if it's not required. However, note that you will not be able to re-add it at this time.

The Status, Photos & Videos, Condition, Recommended Action, and Summary Label fields cannot be deleted. They can only be hidden.

Photos and videos

Attach visual documentation to your Inspection Forms using media fields. Photos and videos help illustrate your findings and provide clear evidence for your clients.

You can add them from your media library or capture new ones directly in the Eneris app.

Supported file types

The media field supports the following file formats:

• Images – JPEG (.jpeg, .jpg), PNG (.png), HEIC (.heic), HEIF (.heif)
• Videos – MP4 (.mp4), MOV (.mov)

These formats ensure your media displays correctly in the final report.

Photo markup

Add visual annotations directly to your inspection photos to highlight specific areas of concern or provide additional context for your clients.

The photo markup feature helps you:

• Draw attention to defects – Circle cracks, highlight water damage, or point out specific issues.
• Add clarity – Use arrows, shapes, and drawing to make your findings unmistakable.
• Professional presentation – Marked-up photos appear in your final PDF report with annotations intact.

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Photo markup helps your clients quickly understand exactly what you're pointing out in each photo — reducing confusion and follow-up questions.

Accessing photo markup

To add annotations to a photo:

1. Navigate to the component where you want to add an annotated photo.
2. Locate the media field.
3. Take a new photo or select an existing photo from your device.
4. Once the photo appears, select it to open the photo markup interface.
5. Use the annotation tools to mark up the photo.
6. Select Save to apply your annotations.

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Photo markup replaces the original photo with the annotated version. Make sure your annotations are accurate before saving, as the original unmarked photo will not be preserved.

Available annotation tools

The photo markup interface provides several tools to help you annotate photos effectively:

• Pen tool – Draw freehand lines to circle areas, underline text, or sketch annotations.
• Shapes – Add pre-defined shapes to highlight specific areas:
  • Arrow – Point to specific defects or areas of concern.
  • Circle – Highlight round areas or encircle multiple items.
  • Rectangle – Box in rectangular areas or sections.
  • Oval – Highlight oval-shaped areas.
  • Star – Mark priority items or call attention to critical findings.
• Color picker – Choose from multiple colors to differentiate between different types of issues or to ensure annotations are visible against the photo background.
• Line width – Adjust the thickness of your pen strokes and shape outlines for better visibility.
• Photo rotation – Rotate photos to correct their orientation, ensuring images appear upright and properly aligned in your final report.
• Undo – Revert your last annotation action, allowing you to correct mistakes one step at a time.
• Clear – Remove all annotations from the photo at once, letting you start fresh if needed.

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Use contrasting colors for your annotations to ensure they stand out clearly against the photo background.

Form properties

This section contains important information about your Inspection Form.

Form ID

The unique identifier of the particular Inspection Form you are currently reviewing.

Status

Status is comprised of three timestamps which detail when the Inspection Form was:

1. Most recently synced.
2. Most recently saved.
3. Created.

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For more information on Syncing click here. For more information on Saving click here.

Sync

There's also a Sync button on the right side.

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For more information on Syncing click here. For more information on Saving click here.

Submit error report

If you run into an error for a particular Inspection Form our support team may request that you submit an error report. The error report allows our support team to further investigate and assist you.

• The error report can be submitted quickly and only requires a press of a button (plus any additional information you would like to provide).

Reports

This section allows you to preview PDF changes, manage published reports, and share the final PDF report with your client(s).

Preview changes

Allows you to quickly check how your report looks before publishing.

Open latest published PDF report

Opens a menu for the most recently synced PDF report.

Inside, you will see options to:

• Open the finalized PDF report your client(s) would receive.
• Toggle the report to public or private.
• Share the report.
• Copy the report URL.
• Delete report, which deletes the specific published report you are currently reviewing.

Share

Allows you to email the completed PDF report.

View all published reports

Shows the history of published reports.

Publish

The Publish button publishes your report.

Return to inspection

Navigates you back to the main Inspection page.

Delete form

Deletes the Inspection Form you are currently in.

• You can always add new Inspection Forms in the Inspection page.