PDF import · migration
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Migration

Legacy PDF reports become draft inspections you review before saving.

Text-based exports import most cleanly. Your team checks identity, outcomes and notes — nothing goes live until someone approves the draft.

Best-effort extraction Review gate Stable door IDs

Imports sit alongside scratch captures — you choose when a draft replaces or merges with live register rows.

Upload

Import · inspection_report.pdf
Drop PDF or choose file
Text-based PDFs · multi-page OK
Status Parsing tables & headings… Draft
Rows found 14 door lines · 3 pass · 2 action
Property Matched Riverside House · Block A Map
Next Open draft QA · assign reviewer

Large bundles queue in order — your team still approves each draft before save.

Review

Draft inspection · pre-save QA
✓Door IDs map to the register (no clashes)
✓Outcomes & severity match the PDF intent
✓Photos & notes attached to the right doors
✓Then save — or send back for correction
✓Compare PDF page refs to captured line items
✓Flag doors that need new IDs before publish

Imports do not replace on-site QA — they speed migration while keeping a human gate.

If extraction confidence is low, leave rows in draft and fix in the workspace — do not force bad data live.

Fallback

Scanned or messy PDFs?

Send to support — assisted extraction with a quote before work. You still approve the draft before anything becomes live data.

Image-only PDFs Unusual layouts High-volume migration

Support can scope assisted extraction — you still sign off the draft before it touches the live register.

Link onboarding & integrations in the platform when you are ready to automate beyond one-off uploads.