Understanding the Inspection Module

Article Introduction

The Inspection Module allows teams to collect structured information about a property, project, or customer during an inspection. Instead of relying on paper forms or inconsistent data collection, inspections can be completed directly inside One Click Contractor using predefined questions, notes, and photos.

Inspection results can then be used in several ways, including generating inspection reports, supporting proposals and agreements, and presenting findings to homeowners.

What the Inspection Module Does

The Inspection Module helps standardize how project information is gathered during site visits. Users can complete inspection items by:

• Recording notes

• Uploading photos

• Selecting predefined responses

• Marking items as completed or needing attention

This ensures that every inspection follows the same process and captures the necessary details.

Organizations often use inspections to document:

• Property conditions

• Scope of work requirements

• Measurements or observations

• Customer-specific project details

This information can then support the rest of the sales and project workflow.

Inspection Reports

Inspection results can generate a standalone inspection report. These reports can include all inspection items or highlight only the items marked as Needs Attention.

Reports can then be downloaded or shared as part of project documentation. They can also be used in proposals, agreements, and presentations.