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Templates
Create inspection report document and link to records

Create inspection report document and link to records

Your inspection records without a formatted report delay invoicing and crew handoffs. The report is generated from a template and linked to the inspection record for same-day billing.

Create inspection report document and link to records

Overview

Inspection paperwork often gets assembled manually, delaying invoicing and leaving crews without clear findings. This flow produces a templated inspection report and attaches the document link to the inspection record so project managers and billing have the paperwork same day.

Create inspection report document and link to records