Standard findings library allows you to quickly access pre-created templates during inspections.
Step 1: Access Findings Library
Navigate to:
- Settings → Standard Findings
- Or Admin → Findings Library
- Or directly in inspection interface
Step 2: Create New Standard Finding
Click "Add Finding" or "Create New Standard Finding"
Step 3: Enter Finding Information
Fill in the following details:
- Title: Short name for the finding (e.g., "Cracked Foundation")
- Category: Select or create a category (Roof, Foundation, Plumbing, etc.)
- Description: Detailed explanation of the issue
- Recommendation: Suggested action or repair
- Severity: Choose level (Major, Minor, Informational)
- Location: Typical location (e.g., "Exterior Foundation")
Step 4: Save Finding
Click "Save" to add to your standard findings library.
Step 5: Use in Inspections
When creating findings during an inspection:
- Browse standard findings
- Select the appropriate finding
- Customize details if needed
- Attach to your inspection
Best Practices
- Create templates for common issues you find repeatedly
- Be specific: Include details that apply 80% of the time
- Use consistent language: Improves professionalism
- Include recommendations: Helps clients understand next steps
- Categorize logically: Makes findings easy to find
- Test findings: Use them a few times to refine wording
- Keep updated: Revise based on feedback
Organizing Findings
Create categories that make sense for your business:
- By system (Roof, Plumbing, Electrical, HVAC)
- By severity (Major, Minor, Optional)
- By location (Interior, Exterior, Roof, Foundation)
- By property type (Residential, Commercial)
Customizing During Inspection
Standard findings are templates. You can:
- Edit text before using
- Add location-specific details
- Modify severity level
- Attach different photos
- Combine findings if needed