Ordering a Commercial Draw Inspection
Order from the project with New job and send it by Direct Request to the inspector you choose.
Runs on: Desktop and tablet. A web app you open in a browser; it is not built for phones.
Commercial inspections
Quick Reference
Open the project and click New job.
Choose Direct Request and pick the inspector.
Set Job Type to Draw inspection and Report Type to Standard.
Add Special Instructions and choose when to schedule the visit.
Click Create.
Before You Start
The project exists and its budget is loaded.
Your inspector has an account, so the name appears in the Inspector list.
You know whether this is the final inspection.
Step 1 — Start the Order
New job
Order from the project with New job in the top bar. The New draw inspection window shows the Project, the Inspection Number and the Project ID, so you can confirm you are ordering the right draw.
Step 2 — Choose the Inspector
Direct Request
Click Direct Request, then pick the inspector from the Inspector list. Direct Request sends the job to the inspector you choose, who gets an email.
Step 3 — Set the Job
Job Type and Report Type
Choose the job type and the report layout on the order. For a commercial draw, Job Type is Draw inspection and Report Type is Standard.
Special Instructions
Add the site instructions the inspector needs, such as lock box codes, site access instructions and coordination tips.
Schedule for
Schedule the visit as soon as possible or from a specific start date.
Utilize "Final" Template
Turn this on for the final inspection. The Final template sets the photo order: every exterior first, then the interior. The first four photos are the elevations, and the report carries at least 30 photos.
Step 4 — Create the Order
Create, then the draw request
Click Create. The inspection is ordered, and a second step opens for the requested amounts. The next guide covers it.
Tips
DO
- •Check the Inspection Number against the draw you are ordering.
- •Put access details in Special Instructions so the inspector does not have to ask.
- •Leave the Final template off until the last inspection.
WATCH FOR
- •The inspector must be picked before you can create a Direct Request.
- •The Final template changes the photo order the inspector must follow.
Troubleshooting
Commercial draw workflow
- Order a commercial draw inspection (this guide)
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