Job Inspection: Pre-Estimate and Post-Estimate Analysis

Comprehensive Job Inspection Process

Job Inspection Best Practices: Before, During, and After

Thorough Job Inspection: Before and After Cost Estimates or Sales Quotation

This app allows you to efficiently manage Job Inspections by providing a structured interface with dedicated tabs for inspections, results, photos, and internal notes. Smart buttons enable quick access to related records, such as estimates and CRM opportunities. The module offers multiple views, including list, calendar, pivot, and graph views, to enhance tracking and analysis. Users can generate detailed Job Inspection reports in PDF format for documentation. Only users with the Inspection Administrator or Inspection Officer roles can access and manage job inspections within this module. Additionally, the app integrates with the customer portal, allowing clients to view their job inspections.

• Allows you to manage job inspections efficiently with different user roles such as Inspection Administrator and Inspection Officer.
• Provides a Job Inspections Menu to access all inspections in a structured manner.
• Enables you to create and manage job inspections with a form view that includes tabs for Inspections, Results, Photos, and Internal Notes.
• Allows you to link Estimates to job inspections through a smart button, which opens the Estimates list view directly from the job inspection form.
• Adds a Job Inspection field in the Estimates form view to maintain a clear relationship between inspections and cost estimates.
• Integrates with CRM Pipeline/Opportunities, allowing you to link inspections to opportunities and access job inspections directly from CRM via a smart button.
• Displays Job Inspections List View, Calendar View, Pivot View, and Graph Views (Bar, Line, and Pie Charts) for better tracking and analysis.
• Provides an Activity View to track ongoing inspections and upcoming tasks efficiently.
• Allows users to generate a Job Inspections PDF Report from the system for documentation and record-keeping.
• Includes additional menu options such as Inspections, Results, Types, Tags, Categories, and Stages, allowing better organization and classification of inspections.
• Provides a Stages Form View to define and manage different stages of job inspections.
• Adds Job Inspections to the Customer Portal, enabling customers to view their inspections from their accounts.
• Enables users to print inspection reports directly from the system for offline records and client sharing.
• If you are not going to use an estimate, you can still create a job inspection for the work to be done based on the sales quotation.

Accessible Menus in the App:

• Inspections
• Inspections
• Job Inspections
• Configuration
• Inspections
• Results
• Types
• Tags
• Categories
• Stages

• Inspection Administrator : Mitchell Admin
• Inspection Officer : Mitchell Admin
• Portal User : John Doe