General Terms
Inspection
A scheduled order where a report is created and edited.
Report
The actual HTML or PDF report.
Template
The "Blueprint" which reports are created from. Making edits to templates will only effect future reports. It will not change current or past reports.
Modifier
The age of the house, the square footage, or the age of home which can add additional fees and time automatically into your inspection request/creation.
Online Scheduler
The program which controls your schedule and allows clients and agents to request services.
Support Staff
Any unpaid member of team. Roles and permissions can be determined by admin authorized inspectors.
Desktop Terms
Add-Ons
Additional services which can be added on, linked to main services. Can also be used for giving discounts with a negative number value.
Add Report Attachment
When adding an attachment to an inspection, you can hit this button to have the attachment show up in the Reports box instead of the Attachments box.
Attachments
Additional attachments available in the Client Portal, not attached to email.
Automation
The system of emails which will be triggered by specific events (booking, adding a fee or attachment, report ready, scheduling and reminders).
Client/Agent View
A way inspectors can see the Client Portal which the client can sign agreements, pay fees, and view the report.
Counts Summary
The optional feature to have how many items you inspected at the top of the report with your finding.
Inspection Details Page
The page of the website dedicated to that individual inspection. This is the inspector's portal to all the agreement, reports, fees, scheduling associated with a single inspection. This can be accessed from the Inspections search or by clicking the inspection on the calendar.
Placeholder
The curly brackets {{PLACE_HOLDER}} within automated emails and agreements which auto-populate with information for each inspection.
Publish
The action of releasing the report and triggering the automated emails which will allow the client/agent to view the report on the portal.
Template Terms
Checkbox
Comment answer type with two opotiond: Checked and Unchecked.
Classic Ratings
Fixed Ratings buttons, linked for less taps, such as tapping Not Inspected will untap Inspected automatically, Limitation and Defect comments will only be displayed if the Defect rating is marked.
Custom Ratings
Rating are unlinked from each other, any combination is possible, all comments will always be displayed.
Comment
The smallest container of information containing the informational comments, limitations, and defects observations, "Column 3"
Cost Estimator
The optional feature that when enabled adds a button to the report writer with a slider to set the price of defect recommendations.
Default Text
The text which will automatically be included in a section, item, or comment box. Not the same as the standards of practice.
Informational Comment
A general comment type in the Comments Column. Need to be completed to achieve the 'Green check" status.
Items
The middle container of information. "Column 2."
Limitation
An observational comment in the Comments Column, usually connected to Not Inspected or Not Present
Section
The largest container of information - usually a room name or system type. "Column 1."
Minimize Whitespace Layout
Feature that will organize your smaller comments and larger comments together resulting in the reduction of white space on the report.
Text Comment
Comment box type with "Enter Value" for typing things like serial numbers into the report; a value must be typed in for the box to be activated.
Report Terms
HTML Web Report
The version of the report which is viewable online.
Location Tags
Customizable or default tags to mark the location of a comment of any type. Customizable in Settings > Location Tags or can be made custom on site in the app.
PDF Report
The savable, printable version of the report accessible through the HTML report.
Item Rating
The grid of buttons containing Inspected, Not Inspected, Not Present, or Defect/Observation. Ratings for each item. Optional to use, two options of Classic or Custom Ratings.
Recommendations / Recommended Contractors
The qualified professional who would be recommended to fix a defect or observation.
Summary Header Text
The text that will always show at the top of your report. Not connected directly to the Summary of Defects.
Full Sync
Troubleshooting option to run on the web to ensure all data is synced from the app to the web report.
Force Payload Rebuild
Troubleshooting option to run on the web, typically after a Full Sync, to ensure all media shows on the web report viewer. Use this if photos are missing on the web report.
App Terms
Annotator
The feature when you take a photo where you can mark up the picture. Auto-Annotate can be turned on and off in the settings section of your app.
Sync
Sync all data from app to the web report.
Send Debug
An important troubleshooting step when experiencing any app issues. Sending the debug information goes straight to our Developers.
Gallery
The pool of preexisting pictures on your device you can pull from to input in your report.
Retry Media Upload
Option to use to retry media upload from app to the web.
Download Template
Refreshes data from the template to the report (at the time the report was built, changes made to the template will not retroactively update on a report that's already built, even when using this option). Use when missing Sections, Items or Comments in the app.
Single Shot Camera
The +Photo option in the app, takes one photo at a time.
Rapid Fire Camera
The +Photos option in the app. Takes multiple photos at a time.
✨ If you're looking for all the different app settings and what they mean, check out this article!
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