My Roof CRM

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.

Beginner 6 minSales rep / estimator, Field crew· Last checked 2026-10-03

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.

Rough runtime

3:19

Scenes

6

Lesson

6.7 · Proposals & quotes

File name

06-07 inspection-pages.mp4

Before you record

  • Three to four roof photos ready to upload.
  • Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

Shot list

#TimeSceneScreenOn screenNarration
00:0020sIntro: Inspection page: sections, items and photos/edit/report/[reportId]Title card, then the first screen of the lesson.Homeowners buy what they can see. The Inspection page puts your photos and findings in front of them.
10:2041sOpen the Inspection page/edit/report/[reportId]Click Inspection in the Pages list.Inspection Details is where the photos go.
21:0141sAdd a section/edit/report/[reportId]Click "Add Section". Click the "New Section" name and rename it "Roof surface".Sections group findings: roof surface, flashing, gutters, attic.
31:4241sAdd 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...".Each item is one photo and one sentence: "Lifted shingles on the north slope, water staining below." Plain language the homeowner understands.
42:2341sClean up/edit/report/[reportId]Use the delete controls to remove an item ("Delete Item") or a section ("Delete Section").Delete removes an item or a whole section, after a confirmation.
53:0415sRecap & next lesson/edit/report/[reportId]Hold on the finished result, then the end card.Next: the Authorization page, where upgrades, selections and signers live.

Narration, in order

  1. 0. Intro: Inspection page: sections, items and photos

    0:00 · 20s

    Title card, then the first screen of the lesson.

    Homeowners buy what they can see. The Inspection page puts your photos and findings in front of them.

  2. 1. Open the Inspection page

    0:20 · 41s

    Click Inspection in the Pages list.

    Inspection Details is where the photos go.

    Show before cutting: Heading "Inspection Details" with an "Add Section" button.

  3. 2. Add a section

    1:01 · 41s

    Click "Add Section". Click the "New Section" name and rename it "Roof surface".

    Sections group findings: roof surface, flashing, gutters, attic.

    Show before cutting: The section appears with an "Add Item" button.

  4. 3. Add an item with a photo

    1:42 · 41s

    Click "Add Item". Click "Upload Image" / "Click to select a file" and pick a photo. Type the finding in "Add a note...".

    Each item is one photo and one sentence: "Lifted shingles on the north slope, water staining below." Plain language the homeowner understands.

    Show before cutting: "Saving..." then "Progress saved!" appears.

  5. 4. Clean up

    2:23 · 41s

    Use the delete controls to remove an item ("Delete Item") or a section ("Delete Section").

    Delete removes an item or a whole section, after a confirmation.

    Show before cutting: Confirmations appear before removal.

  6. 5. Recap & next lesson

    3:04 · 15s

    Hold on the finished result, then the end card.

    Next: the Authorization page, where upgrades, selections and signers live.

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