Creating Inspection Reports

The Hometrace inspection wizard guides you through creating comprehensive property inspection reports. This guide covers the workflow from start to finish.

Inspection Wizard Overview

The inspection wizard organizes your inspection into steps:

1. Property Details: Enter property address and client information
2. Areas & Appliances: Add rooms, exterior spaces, and document appliances
3. Review: Review findings and complete the inspection

Starting a New Inspection

From the web dashboard or iOS app:

1. Click "New Inspection" or tap the plus button
2. Enter the property address
3. Add client contact information
4. Select a template or start from scratch

Adding Areas

Areas organize your inspection into logical sections.

Types of Areas

Your template will include common areas like:

• Interior rooms: Bedrooms, bathrooms, kitchen, living spaces
• Exterior: Roof, foundation, driveway, landscaping
• Systems: HVAC, electrical, plumbing areas

Working with Areas

1. Select an area from the list
2. Add appliances and items within that area
3. Document condition with photos and notes
4. Move to the next area

Adding Appliances and Items

Each area contains appliances, fixtures, or components that need inspection.

Adding Items

1. Select an area
2. Tap "Add Appliance"
3. Choose from the appliance catalog or add a custom item
4. Enter details like make, model, and condition
5. Take photos to document the item

The appliance catalog includes common items with pre-configured fields to save time.

Taking Photos

Photos provide visual documentation for your findings.

Photo Best Practices

• Take clear, well-lit photos of each item
• Capture deficiencies from multiple angles
• Include overview shots of each area
• Document manufacturer labels and model numbers

Adding Photos

1. Select the item you're documenting
2. Tap the camera icon
3. Take a photo or select from your device
4. Photos are automatically associated with the current item

Adding Notes

Document your findings with notes for each item or area.

Writing Effective Notes

• Be specific and professional
• Note condition, age, and any concerns
• Include recommendations where appropriate
• Use consistent terminology

Completing an Inspection

Review Before Completing

1. Check that all areas have been documented
2. Verify photos are attached to the correct items
3. Review your notes for clarity
4. Add any final observations

Finalizing

1. Navigate to the Review step
2. Check the summary of your findings
3. Click "Complete Inspection"
4. The report is ready for delivery

Tips for Efficient Inspections

Before You Start

• Ensure your device has adequate battery and storage
• Download your template data while on WiFi
• Review property details if available

During the Inspection

• Follow a systematic room-by-room approach
• Document as you go rather than trying to remember later
• Take more photos than you think you need
• Use consistent naming and terminology

Quality Control

• Double-check model numbers and serial numbers
• Ensure all photos are clear and properly oriented
• Review your findings before completing

Getting Help

Need assistance with inspections?

• Contact support at support@hometrace.co
• Review other documentation guides