Reading the Job Overview
The Overview tab is the job's reference sheet: property context on the left, status, dates and the report on the right.
Runs on: Desktop and tablet. A web app you open in a browser; it is not built for phones.
Residential inspections
Quick Reference
Click a row in Jobs. Four tabs organize the work: Overview, Questionnaire, Draw Sheet and Photos.
Overview opens first: property context on the left, the About panel on the right.
Check Due Date in About: it is the deadline for submitting the inspection.
Past Jobs lists earlier inspections on the same project.
Before You Start
You're signed in to the Inspector Portal and have found the job in Jobs.
You want the address, contacts and deadline before you visit the site.
Step 1 — Open the Job
Four tabs for the whole inspection
Click any row in Jobs. The job opens on Overview, with Questionnaire, Draw Sheet and Photos beside it. Everything you complete, document and submit lives in these four tabs.
Step 2 — Check the About Panel
Status, dates and the report
About shows the Status, Inspection Type, Request Date, Submit Date and Due Date, with the Report block below. Due Date is the deadline for submitting the completed inspection. Changing Status here sends automatic notifications to everyone on the job.
Overdue inspections delay the lender’s draw. Check Due Date before you start a job.
Step 3 — Read the Property Details
Everything for site access
Scroll the left column for the Address, Residential details, Borrower contacts and GC information you need to coordinate the visit. Past Jobs lists earlier inspections on the project with their status and submitted date. Depending on your permissions, Edit lets you correct property information here.
Tips
DO
- •Read the Due Date before anything else.
- •Confirm the address and the borrower and GC contacts before you drive out.
- •Use Past Jobs to see what earlier inspections reported on the project.
WATCH FOR
- •A Status change here notifies the lender and your company right away.
- •No Edit button? Your permission role doesn’t allow edits; ask your manager.
- •The Report block stays empty until a report is generated or attached.
Troubleshooting
Vendor workflow
- Read the job Overview (this guide)
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