From a new account to your first real report.

Section 01How to do it

1. 01

   Add a client and a property

   Clients own properties; properties hold doors and fire stopping items. This takes two minutes and saves rework later.

2. 02

   Build the door list

   Add the doors by hand, or upload a floorplan and pin them on it. Got the client’s door schedule? Import it before the visit, and the inspector fills in each door on site. Each door keeps its number for good.

3. 03

   Run an inspection

   Create it, pick the property, and record each door part by part. Add gap measurements and the photographs worth taking. Open it before you lose signal, and capture keeps working without it.

4. 04

   Produce the report

   Straight from the record. Read it properly — this is the document your client judges you on.

5. 05

   Work the failures

   Every fault is priced from your repair price list into a quote. When the client accepts it, the repair work opens from it with a person and a date. Or send the failing doors straight to the board.

6. 06

   Invoice and get paid

   Raise the invoice from the finished job, with a pay-now link. Connect your accounting package and the paid status lands there by itself.

7. 07

   Set your own words

   Terms, report wording and your prices, in Settings. Set them once and they are used on all fifteen document types.

Section 02What the app actually does here

• A client owns properties; a property holds its doors and fire stopping items
• Create inspection is one screen: the property, the date and the team, with more detail only when you need it
• Add doors by hand, pin them on an uploaded floorplan, or import the client’s door schedule before the visit
• Edit many doors at once with Bulk edit
• Use custom forms — your own checklist for each kind of door — or keep the standard one
• Once the inspection is open on the device, capture keeps working with no signal and sends everything when it reconnects
• The report is built from the record — nothing is typed into it twice
• Every fault links to a fix on your repair price list, so the quote prices itself; the accepted quote opens the repair work
• Terms and report wording are set once in Settings and apply to all fifteen documents
• Invoices carry a pay-now link and accept part payments

Section 03What goes wrong

Every one of these has cost somebody real time. They are cheap to avoid and expensive to unwind.

Section 04Questions

Section 05Related