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Inspections

An Inspection in Eneris is a structured record of an on-site evaluation of a property. It includes everything you need to document the condition of a building such as the location, time, client details, and the insights captured in one or more inspection forms.

Each inspection serves as the container for:

  • Where the inspection took place (address)
  • When it happened (date and time)
  • Who was involved (client, agent, inspector)
  • What was inspected (via attached forms for different scopes like general home, asbestos, radon, etc.)
  • Notes and Memos — both client-facing and internal
  • Final Report — a professional document you can publish and share

In short, an Inspection is the central workspace where all relevant information and documentation for a site visit is entered, stored, and transformed into a client-ready report.

View Inspections​

See all your inspections — past, present, and upcoming — in one place.

The home page will display upcoming inspections.

  • Selecting View all takes you to the Inspection List page.

    Select view all inspections.

    • You may also navigate to the Inspection List page by selecting the hamburger menu on the upper left and selecting Inspections.

      Select the Inspections side menu button.

  • The pill buttons at the top filter the inspections that show up on the page.

  • The search bar at the top allows you to quickly locate the inspection you’re looking for.

    • Search by typing in your client’s name(s) or a property address.
    • The search bar functionality takes into account the time period filter. If you are searching for older inspections, ensure you have updated the filter to Anytime.

Create an Inspection​

There are three ways to create a new inspection:

  1. The quickest way is to select the + button at the bottom centre of your mobile device.

    Create new inspection using plus button.

  2. You may also expand the calendar on the home page by selecting a date and then selecting Create new inspection.

    Create new inspection from calendar.

  3. The calendar page also has a + button in the top right corner.

Using any of the above methods results in a page popping up that prompts you to enter the inspection address, time, and other key details.

Enter inspection address, time, and other key details.

Inspection Sections​

Every Inspection is comprised of the sections below:

  • Inspection Address
  • Inspection Time
  • Inspection Forms
  • Contacts
  • Property Details
  • Inspector Profile
  • General Notes
  • Internal Memo
  • Delete Inspection

Inspection Address​

Enter an Inspection Address by using the search functionality or manually typing the address.

  • The address can be updated at any time within an Inspection.
  • The Inspection Address appears in the final client-facing report.

Within an Inspection, a button with a map icon is also visible. Selecting this button opens the native maps application on your mobile device.

Map icon opens map application.

Inspection Time​

Set the Inspection Time by selecting the appropriate date and time when creating the inspection.

Enter inspection date and time.

  • The Inspection Time can be updated at any time within an Inspection.

    Update inspection date and time.

  • The Inspection Time appears in the final client-facing report.

Setting an inspection time helps with scheduling, lets clients know when to expect you, and appears on all report documentation (such as service agreements, invoices, etc.).

Inspection Forms​

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.

    Add multiple Inspection Forms to an Inspection.

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

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We’ll go into more detail on how Inspection Forms work here.

Contacts​

Contacts allow you to enter the details of associated individuals, or entities, to the Inspection.

A contact must have a role assigned to them. There are currently seven roles:

  1. Buyer
  2. Buyer agent
  3. Sell
  4. Seller agent
  5. Property manager
  6. Builder representative
  7. Other

To create a new contact, select Add new.

Adding a new contact.

You will then be prompted to select one of the roles above and then to either:

  • Input the name, phone number, email, and address of the new contact.

    Add new contact details.

  • Search and select from a list of existing contacts.

    Add pre-existing contact details.

Calling, Texting, and Emailing Contacts​

If a contact’s phone number is entered an option to call and/or text them will appear on the General page of the inspection. Selecting those options will open the phone or text messaging app on your mobile device.

If a contact’s email address is entered an option to email them will appear on the General page of the inspection. Selecting the email option will open the mail app on your mobile device.

Call, text, or email a contact.
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The individuals, or entities, entered as Contacts will automatically have their email inserted into the To: field when sharing a PDF report.

  • You may manually remove them, as necessary.

Property Details​

Capture key facts about the property in Property Details. Enter fields such as:

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

These property details help contextualize your report.

Inspector Profile​

If you have multiple certifications you may want to associate the relevant credentials and business information for each of your inspections. Inspector Profiles allow you to easily switch between your profiles.

  • e.g., You are certified in both home inspections and asbestos inspections and have different business entities for each. Your upcoming job is strictly for an asbestos inspection. By selecting you asbestos inspection profile, you can have the relevant business info (name, website, phone number, address, logo, association details, etc.) populated in your inspection report.

Learn more about Inspector Profiles here.

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If you’re part of a multi-inspector organization as an admin or scheduler then the Inspector Profile allows you to identify which inspector has been assigned to the inspection job.

General Notes​

General Notes is an open text field for you to enter anything you would like to be shared with your client(s). Notes entered here can be found in the PDF report on the Detailed Inspection Findings page under the General Notes header.

Where to find general notes.

Internal Memo​

Internal Memo is an open text field for you to enter anything you would like to note about the inspection and have it kept private for you (and your team). Notes entered here will not be shared with your client(s), which means it will not show up in the PDF 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.

    Where to find internal memo.

Delete Inspection​

Permanently deletes the inspection and all associated data.

Permanently delete an Inspection.
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This action cannot be undone.