Previewing the Commercial Report
Submit Report opens the full PDF first, so you read it before the reviewer does.
Runs on: Desktop and tablet. A web app you open in a browser; it is not built for phones.
Commercial inspections
Quick Reference
Finish the Photos, Draw Sheet and Questionnaire tabs.
Open the Overview tab and click Submit Report.
Read the PDF in the viewer, page by page.
Click Close to fix something, or Submit Report to send it.
Before You Start
The Draw Sheet is saved and the narrative pages are answered.
Extra photos are marked inactive.
Step 1 — Open the Preview
Submit Report opens the PDF
Preview the full report before you submit it. Submit Report opens the PDF in a viewer with Download, Close and Submit Report.
Step 2 — Read It
What the report carries
The first page names the lender, the borrower and the builder, the draw number and the dates. The draw sheet prints line by line with totals and the amount recommended for funding. The narrative follows your pages, and photographs follow as a grid, then a detail page for each photo.
Download a copy
Click Download to save the PDF. Every page carries the project name and the page number.
Step 3 — Fix or Submit
Close to make changes
Click Close, correct the tab that needs it, and open the preview again.
Submit Report
Submitting sends the report to the Ordering Engine, where the reviewer is notified.
Commercial inspections are submitted from the Inspector Portal.
Tips
DO
- •Read the Inspection Summary figures against your Draw Sheet totals.
- •Check the photo pages for anything that should have been inactive.
- •Download a copy for your file before you submit.
WATCH FOR
- •The preview is for reading. Changes are made on the tabs, not in the PDF.
- •The commercial report prints one budget for now.
Troubleshooting
Commercial draw workflow
- Preview and submit the report (this guide)
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