Conducting the inspection

The overview is your command center

Every inspection opens to an overview. For a pre-purchase inspection it lists the building systems (roof, structure, electrical, plumbing, cistern and rooftop tank, LP gas, and so on) and the rooms to walk. A progress bar tracks how much you've completed, so you always know what's left before you leave the property.

Tap any system or room to open its checklist of items. Work in whatever order suits the property — the app saves as you go.

Rating each item

Inside a system or room, mark each item with a condition:

• Satisfactory — functioning as intended.
• Marginal — working but nearing the end of its life or needing attention soon.
• Deficient — a defect that needs to be addressed.
• Not Inspected — you couldn't access or evaluate it.
• N/A — doesn't apply to this property.

Flagging defects by severity

When you mark something Deficient, give it a severity so the report communicates urgency clearly:

• Safety — an immediate hazard to people.
• Major — a significant defect or major expense.
• Maintenance — a routine repair or upkeep item.

These severities drive the summary at the top of the finished report, so a client can see the important issues at a glance before reading the detail.

Photos and notes

Attach photos to any item as you inspect — they're embedded in the report right next to that finding, which is what makes the document credible. Add notes to explain a condition, recommend a specialist, or record a limitation. For coastal and older Mexican properties, this is where you capture things like corrosion, comején (termites), humidity, or an aging LP installation in your own words.

Adjusting the scope

No two properties are identical, so you can shape the checklist on the spot without disturbing your templates:

• Exclude a section or room you didn't inspect — tick it off the scope from the overview, and it's handled cleanly in the report rather than left blank.
• Add a custom room — a casita, terrace, bodega, or anything the default list didn't include.

Working offline

Finalizing

When the progress bar is where you want it and every important item is documented, finalize the inspection. That's the point where you can generate the report — a professional, photo-documented PDF under your brand, in English, Spanish, or both.