Inspection page: sections, items and photos
Document what you found: add sections, upload a photo and note per item, and understand how these photos become the "What we found on your roof" gallery for the homeowner.
Video tutorial coming soon
The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.
The Inspection page turns site photos into evidence. Each item is a photo plus a note, grouped into sections such as Roof surface, Flashing, Gutters. The homeowner page shows these photos in a lightbox under "What we found on your roof", and the PDF prints them in a two-column grid.
Photos captured on the job's Photos tab are not pulled in automatically; upload the ones you want here.
By the end you can
- Structure an inspection with sections and items
- Attach a photo and note to each item
- Know where these photos appear for the homeowner
Screens used
/edit/report/[reportId]
Step by step
Open the Inspection page
/edit/report/[reportId]Click Inspection in the Pages list.
You should see: Heading "Inspection Details" with an "Add Section" button.
Add a section
/edit/report/[reportId]Click "Add Section". Click the "New Section" name and rename it "Roof surface".
You should see: The section appears with an "Add Item" button.
Add an item with a photo
/edit/report/[reportId]Click "Add Item". Click "Upload Image" / "Click to select a file" and pick a photo. Type the finding in "Add a note...".
You should see: "Saving..." then "Progress saved!" appears.
Download the photo from the job's Photos tab first if the field crew captured it there.
Clean up
/edit/report/[reportId]Use the delete controls to remove an item ("Delete Item") or a section ("Delete Section").
You should see: Confirmations appear before removal.
Tips
- Six to ten well-captioned photos convert better than thirty uncaptioned ones.
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