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 entries during an inspection.

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

• Record detailed entries (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)
• Entry — A specific observation (e.g. Water damage)
  • Each entry is a separate item in the report, so you can record multiple entries for 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 entries 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 entries.
• 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

Form header

The top of every Inspection Form carries the inspection's address and appointment time, with the Report title underneath.

Select the address to go back to the Inspection this form belongs to.

Report title

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

and in the Reports & forms section of the Inspection page.

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

Sync status

This section shows whether your work has reached Eneris, and carries the details our support team may ask you for.

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.

Inspection Categories

The categories of inspection items.

Editing Inspection Categories

Edit Inspection Categories by selecting Edit next to the Inspection categories heading.

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

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 Edit next to the Inspection Categories heading.
2. Select New category to open the Add new category sheet.
3. Choose Create blank category or Create from existing category.
4. Enter a category name and select an icon.
5. Select Create new category.

Form Tab Bar

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

• Eneris AI: Opens the Eneris AI panel (when Eneris AI is enabled on this device)
• Progress: Opens the Progress Checklist
• Search: Opens the Search Tool
• Media: Opens the Media folder panel (desktop web only)
• Preview: Opens a preview of your report

On mobile, the tab bar appears as a bottom navigation bar with Progress, Search, and Preview, plus Eneris AI when it is enabled. The Media tool is only available on desktop web.

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.

Media folder panel

The Media folder panel lets you browse a folder on your computer from inside the Inspection Form and drag its photos, videos, and PDFs straight into the report. If you shoot on a camera or phone and offload everything to a folder afterwards, this is the fastest way to get those files into the right place.

The panel is read-only. Eneris never changes, moves, or deletes anything in your folder.

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The Media folder panel is available on desktop web only, when the browser window is wide enough to show the form and the panel side by side. It is not shown on mobile web, iOS, or Android.

Opening the panel

Select Media in the Form Tab Bar. The panel docks to the right of the form and the form narrows to make room. The Media icon and label turn orange while the panel is open.

Choosing a folder

Select Choose folder and pick the folder in your browser's folder picker. You can also drop a folder from your desktop anywhere on the panel.

• Subfolders are included, so you can point the panel at a whole inspection's worth of photos at once.
• The panel will only show files that are supported. Hidden files and any other file types are skipped.

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HEIC photos show a file-type placeholder instead of a thumbnail, because browsers can't display them. They drag into the report like any other photo and are converted as they are added.

Dragging files into the report

Press and hold to drag a file into the form. Release to add the file.

Dropped files are uploaded the same way as if you had selected them from your device. If a file is rejected, a message explains why.

Form detail tabs

Below the inspection categories, everything else about the form is organised into tabs. Select a tab to change the panel beneath it.

Tab	What it holds
Overview	The primary photo, general limitations, and general remarks
Property details	Facts about the property being inspected
Internal memo	Private notes for you and your team
Appendices	Supporting documents attached to the report
Standards of practice	The SOP included with the report
Shared fields	The fields that appear in every component
Refine template	Fold this form's changes back into its Form Template

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Refine template is only shown when you are online and your role can edit templates. Team members with the Inspector role do not see it. See Roles and permissions.

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Don't confuse these with the Form Tab Bar, the floating pill that follows you through the whole form. The detail tabs only change the panel on the form's main page.

Inspection overview

The Overview tab holds the three things that describe the inspection as a whole: the Primary photo shown on the report cover, the General limitations that apply beyond any one category, and the General remarks shared with your client.

Primary photo

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

• A wide exterior photo of the property is commonly used.
• On desktop web, you can also drag a photo in from the Media folder panel.

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.

General remarks

General remarks is a structured set of notes that apply to the overall inspection and are shared with your client(s). They appear in the report under the General Information section.

There are five sub-fields:

• Weather conditions — Weather and ground conditions observed at the time of the inspection.
• Property orientation — The direction the front of the property faces, used as a reference for describing observations.
• Purpose of inspection — The reason for the inspection, such as pre-purchase, pre-listing, or warranty.
• Attendees — Anyone present during the inspection, such as the buyer, seller, or their agents.
• Overall observations — Any other context or observations that apply to the inspection as a whole.

Each field offers suggestions as you type, and you can enter your own text instead.

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If your team writes the same remarks on most jobs, set them once as a General remarks default on the Form Template. Every new form starts from those values, and you only adjust what changes.

Property details

Capture key facts about the property on the Property details tab. Property features are shown as selectable tags (for example "Attic" or "Garage") above the detail fields.

The fields are:

• Property type (selecting "other" allows you to enter custom text)
• Property features (you can add custom options in addition to the standard selections available)
• Estimated year built
• Number of floors
• Number of bedrooms
• Number of bathrooms
• Building size
• Lot size

These details appear under the General Information section of the report and give your client context for everything that follows.

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Property details are never pre-filled from a Form Template, because they describe one specific property. Each new form starts with them blank, including a second form added to an inspection that already has them filled in elsewhere.

Internal memo

Internal memo is an open text field for anything you want to note about this form and keep private to you and your team. Notes entered here will not be shared with your client(s) and will not show up in any report.

Example use cases:

• You want to note something down for yourself regarding this inspection such as a gate code, buzzer code, scheduling notes, or other discussions with the client.
• If you are part of a multi-inspector team, the back office admin may choose to leave you a note regarding this inspection job that is for your reference only.

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For a note that belongs on every job rather than this one, set an Internal memo default on the Form Template.

Appendices

Appendices are supporting documents attached to an Inspection Form. Each one becomes a lettered appendix (A, B, C, and so on) at the end of the published report.

Use them for the evidence that belongs with a report but doesn't fit inside a category: an equipment certificate, a code excerpt backing up a deficiency, or a lab result for the property.

A form can hold up to 5 appendices.

Two ways to attach a file

Select Add new (or the pencil icon if files are already attached) to open the Appendices panel. From there you have two options.

Add reference file attaches a document from your team's Reference Files library. Search for the file, select it, and select Done. You can select several at once.

Upload file attaches a document to this form only. It is not added to the team library, which makes it the right choice for anything specific to a single property.

Files attached from the library are marked with a Reference file tag so you can tell the two apart at a glance. Select the ✕ next to any file to remove it from the form.

On desktop web, you can also drag a PDF or image from the Media folder panel onto the Appendices section.

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Removing an appendix from a form never deletes the underlying document from your Reference Files library.

Appendices in the report

Appendices appear at the very end of the report, after every inspection category, in the order they are listed on the form.

In the PDF report, a final Appendices page lists each document as Appendix A - <name>, and the documents themselves follow as full pages.

In the web report, appendices get their own section and navigation tab, with each document lettered and linked.

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Appendices are included in the main PDF report only. Supplementary forms such as 4-Point and Wind Mitigation are published as their own documents and do not carry appendices.

Standards of practice

The Standards of practice tab holds the SOP document published with this form's report. It is filled in from the SOP Template attached to the Form Template the form was created from, and you can edit it for this form alone.

See SOP in Inspection Forms for the full workflow.

Shared Fields

The Shared fields tab lists the fields that 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.

Refine template

The Refine template tab compares this Inspection Form against the Form Template it was created from, and lets you fold the changes you made in the field back into the template so the next job starts from them.

See Applying Inspection Form changes to the Form Template for the full workflow.

Delete inspection form

The Delete inspection form button sits below the form detail tabs, whichever tab is open. Select it, then confirm to delete the Inspection Form you are currently in.

• You can also delete a form without opening it, from its ellipsis menu in the Reports & forms section of the Inspection page.
• You can always add new Inspection Forms from the Inspection page.
• Team members with the Inspector role cannot delete Inspection Forms. See Roles and permissions.

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Deleting an Inspection Form also deletes its associated Service Agreement, including any collected signatures, as well as any published reports for that form. This action cannot be undone.

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. On desktop web, you can also drag them in from a folder on your computer using the Media folder panel.

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.

Camera controls

The in-app camera includes familiar controls to help you capture clear, well-framed media:

• Photo and video modes: Switch between photo and video capture using the mode button next to the shutter. In video mode, tap the shutter to start recording and tap the stop button to finish the clip.
• Zoom: Pinch to zoom, or tap the zoom presets (e.g. 0.5x, 1x) to switch lenses instantly. Available presets depend on your device's cameras.
• Aspect ratio: Cycle between 4:3, 1:1, and 16:9 framing. Your selection is remembered for future captures. (1:1 is available for photos only.)
• Flash: Tap the bolt to cycle the capture flash through auto, off, and on. Auto is the default and fires only when the scene is dim, which keeps photos sharp in poorly lit spaces without you having to think about it. Your choice is remembered for future captures. The button is hidden on devices with no flash.
• Torch: Toggle a continuous light for dark spaces like attics and crawl spaces. While the torch is lit, the flash is held off, since firing it would briefly cut the torch light you turned on.
• Focus: Tap anywhere on the preview to focus on that spot.
• Exposure: After tapping to focus, drag the brightness slider to lighten or darken the shot. Available on supported devices.
• Volume button capture: Press either hardware volume button to take a photo, or to start and stop recording in video mode, just like your device's native camera.
• Swipe to close: Drag the camera preview downward to dismiss the camera. To avoid losing footage, swiping is disabled while a video is recording.
• Saved to your photo library: Every photo and video you take is also saved to your device's photo library by default. To keep captures inside Eneris only, turn off Save media to device.

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Videos are limited to 5 minutes each. This applies to both videos recorded in the app and videos uploaded from your media library. While recording, a timer above the shutter shows your elapsed time against the limit, and recording stops automatically when you reach it. A longer video selected from your library is rejected with a File rejected message, so trim it or split it into multiple clips first.

Camera permissions

The camera requires access to your device's Camera, Microphone, and Media library. If any of these permissions are missing, a Permissions required screen appears listing what still needs to be allowed. Select Grant Permissions to open your device settings, or Return to go back.

If your device has no available camera (or another app is using it), a Camera unavailable screen is shown instead.

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.

Publish

The Publish button publishes your report.