Performing Inspections

To perform an inspection from the Browse screen, simply select the space or the asset you want to inspect.

In this case, the asset will be the one that's inspected.  The selected space is serving merely as a filter for the asset selection card.

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Selecting a Procedure 

Once you have a space or an asset selected, choose a Procedure from the bottom.

If you can't find the procedure you are looking for, please refer to this article in our FAQ's.

When you are ready, simply tap the START button at the bottom of the Browse screen.  This will take you to the inspection screen.

Inspection screen overview

This section will explain how the Inspection screen works.  This is the core feature of the Service Twin app and this is where you will spend most of your time as this is where you will be recording all of your work.

The inspection screen is divided into ten (10) parts:

1 - Question Carousel
Use this to quickly jump to a particular question.  Swipe left or right to reveal more question numbers.
> Detailed Guide

2 - The Work Area / Question Cards
Use this area to record your work by answering the questions (or performing the steps) that are presented to you.  The work area allows you to enter detailed information about the work you perform as well as take or upload pictures to support the work you're recording.
> Detailed Guide

3 - New Issue
If enabled, use this button to add any new issues that you may have found or steps you've taken in the current inspection.
> Detailed Guide

4 - Materials
If enabled, use this button to add materials such as purchase orders, tools, truck stock, or more.
> Detailed Guide

5 - Labour
If enabled (by your office administrators), use this button to add billed labour hours to the job in question.
> Detailed Guide

6 - Additional Comments
Use this field to add any additional comments about the entire inspection.
> Detailed Guide

7 - Send Report To
Use this field to enter or select from a list a of contacts to send the report to.
> Detailed Guide

8 - Mark Complete
This is only available in visits, not during regular inspections.  If you enable it, it will keep the asset you are inspecting in your list so that you can perform another procedure on it.
> Detailed Guide

9 - Save/Submit
The 'Save to Device' button will save the inspection to your phone so you can submit it later.  The 'Submit' button sends your work directly to the BuiltSpace servers.
> Detailed Guide

10 - Info pullup
Use the blue info pullup to look up information such as building address, the space or asset you're working on, visit information, etc.
> Detailed Guide