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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.

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,

Selecting a Form Template when creating a new inspection..

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

Adding a Form Template 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.

    Multiple inspection Forms example.

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”)
Inspection Form framework diagram.

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

Report title cover page example.

and in the Inspection Forms section.

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

Primary photo​

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

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

Inspection Categories​

The categories of inspection items.

Editing Inspection Categories​

Edit Inspection Categories by selecting the pencil icon.

Editing Inspection Categories.

Press and hold a category to reorder.

Reordering Inspection Categories.

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 pencil icon next to the main Inspection Categories section.
  2. Scroll to the bottom and locate the Add new category section.
  3. Enter a category name and select an icon.
  4. Select Create new category.
Adding new Inspection Categories.

Inspection overview​

This section enables you to add General limitations and Shared Fields.

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:

General limitations page example.

Here’s how it will show up in the PDF report:

General limitations in PDF report.
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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 field, Recommended Action field, and Summary Label fields cannot be deleted. They can only be hidden.

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.

Snyc button in Inspection Form.
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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).
Submit error report button.

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.
Open latest published PDF report menu.

Share​

Allows you to email the completed PDF report.

View all published reports​

Shows the history of published reports.

View all 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.