About the Report Checklist

Tap Inspect helps you communicate your observations and recommendations to your client in a Report. You create a new report from a template. Each new report is a blank checklist based on the template used to create it.

Each Report checklist is organized as a type of outline and consists of the following elements.

• Sections
  • Subsections
    • Items
      • Options

As information is recorded in each item of the checklist the red completeness indicator will decrement. The red indicator will eventually disappear once all item in that section have been completed. 

Sections

The report checklist is organized in Sections such as Exterior, Electrical, and Roofing. This lets your reader understand what is related to what and provide a readable and easily understandable report.

The list of sections is a report is displayed in the far left column of the tablet interface and at the very top level of the phone interface of the Tap Inspect mobile app. The sections of a report are also listed in the Table of Contents of the final report.

A section of a report is a collection of Items and Comments. Each section has a name and may also includes a Section Header and Section Footer. The header and footer are displayed in the final report for your client and often include disclaimers or other boilerplate text that needs to be included in every report.

A section, like most other report elements, can be moved up and down to change the order of sections. It can be hidden if not needed for a specific report and it can be displayed if previously hidden. Any element that is contained in the section is also moved, hidden, or displayed with the section it belongs.

Subsections

A section may also have one or more subsections to provide another level of organization. A subsection is nothing more than a section that is nested below another section.

There are only two levels of organization available in Tap Inspect: section and subsection. There is no such thing as a sub-Subsection. If you find yourself needing more levels of organization you may want to consider breaking the report in several reports to make it easier for your reader to read and understand at one sitting.

Items

An item is where you actually record information. Like most other report elements, it can be moved up and down to change the order of items in the section. It can be hidden if not needed for a specific report and it can be displayed if it was previously hidden.

There are several types of items in Tap Inspect that allow you to quickly and easily record different types of information. To record an item, tap on the name of the item to open the options for that item in the far right column of the tablet or to drill down on the phone..

The following are the most common items you will encounter in our default templates.

Multiple Choice

The multiple choice item is the most complex of all the item types in your checklist and likely the most used. The multiple choice item lets you select one or more options from a list to describe the item. You can also specify something else that is not in the list by typing it.

Examples of using a multiple choice item is when you need to identify of describe a common element of your inspections like the exterior covering material, the heating fuel, or the foundation type. These are typically one of several types that are seen over and over.

A multiple choice item may display Condition Ratings if they have been enabled in this report and for this item. The multiple choice item is the only item type that can use Condition Ratings.

Generic Text Entry

One of the most basic comment types in Tap Inspect. The Generic Text Entry item type allows you to type any text to describe the item. This can often be more efficient than selecting from a multiple choice list of options.

Examples of using the Generic Text Entry would be a recording the model or serial number of equipment. Recording the age of the home since a list of every age would not be practical.

Photo

The photo item type allows you to have a checklist item that prompts you to add one or more photos to describe the item. These photos are added to a photo collection. Each photo in the collection and can be marked up, rearranged, or deleted from the collection and the report.

Examples of using a photo item could be photos of each slope of the roof, a photo of the furnace and the data plate, or elevation photos of the property.

Signature

The signature item type allows you or your client to electronically sign the device and capture that signature in the report.

Examples of using a signature item could be when the inspector is required to sign the report or having the client sign to verify receipt or accept some terms.