Load the door list before the visit.

Section 01How to do it

1. 01

   Load the schedule onto the inspection

   Create the inspection, then choose More actions → Import doors. Upload the client’s schedule as a spreadsheet, a Word file or a PDF. For fire stopping, open the survey and choose Import items.

2. 02

   Look at every row marked Check

   The import marks the rows it is unsure of, with the reason. Rows struck through, or that do not look like doors, are left out, and you can bring them back.

3. 03

   Pin the doors from the drawings

   Upload one PDF with every floor, when you create the inspection or on its Floorplans tab. Each sheet becomes its own floorplan. Door numbers printed on the sheets place the pins.

4. 04

   Add what the schedule missed

   Know of doors on site that are not on the schedule? Choose More actions → Add doors. Add one at a time with the next reference filled in, or paste several rows from a spreadsheet.

5. 05

   Work through the list on site

   Start opens the next door on the list, with its details filled in. A door that is not there is recorded as Not on site, with a reason. A door that is not on the list is added as usual.

6. 06

   Complete, and account for every door

   Mark the inspection Completed while doors are still waiting, and it asks what happened. Go back to them, or record them as not inspected with a reason. They are never charged.

Section 02What the app actually does here

• Import a client’s door schedule onto an inspection from Excel, OpenDocument, Word, CSV or PDF
• Rows it could not read with confidence are marked Check, with the reason
• Rows struck through, or that do not look like doors, are left out — and you can bring them back
• A PDF holding several door tables lets you choose which one to read
• Upload one drawing PDF and each sheet becomes its own floorplan, named from its title. Door numbers printed on the sheets place the pins
• Print labels for every door on the list, one floor, or only those never printed, so they go on before the visit
• A revised schedule shows only what the client changed: doors added, removed or changed. Nothing moves until you apply it
• A reinspection can start as a door list from the last visit, each door showing its previous result
• The door list tracker shows every door — inspected, still to inspect, no access, not on site — with reasons. Download it as a PDF. Staff only
• Fire stopping does the same with an item schedule: Survey → More actions → Import items

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