User Manual

Welcome to the Inspector Pool User Manual. This guide provides step-by-step instructions for using the mobile app to manage pool inspections, generate reports, and streamline your workflow.

Navigating the Inspector Pool app is intuitive and straightforward. Use the navigation bar at the bottom of the screen to switch between sections. The general workflow is outlined below, with a focus on creating comprehensive records for professional reports. While only a few fields are required, providing more details enhances the quality and professionalism of your reports.

1. Add an Inspector: Navigate to the Inspector screen and create a new inspector profile. Enter all relevant details, such as name and contact information, then save the record. You can edit this profile later if needed. This inspector will be selectable when creating an inspection record.
2. Add a Client: Go to the Client screen and add the client requesting the pool inspection. Input their details and save the record. This client will be selectable when creating an inspection record.
3. Conduct an Inspection: When ready to perform a pool inspection, navigate to the Inspection screen and create a new inspection record. Select the appropriate inspector and client records created earlier, then complete the checklist questions and add all relevant details. Save the record when finished.
4. Generate and Share a Report: After completing the inspection, go to the Report screen to create a report based on the inspection record. Review the report carefully before sharing. If changes are needed, return to the Inspection screen to edit the inspection record, then generate a new report. Delete any outdated or unnecessary reports. When the report is ready, click the email icon in the top-right corner of the report preview to share it with the inspector, client, or both. Consider emailing the report to yourself first for a final review before forwarding it to the client.

Refer to the specific screen sections below for detailed instructions on each part of the process.

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The Inspector screen allows you to manage pool inspector profiles, which also serve as your company information. Use this screen to create, edit, or delete inspector profile records. This information appears in the header and footer of inspection reports, ensuring a professional presentation.

Adding a Record

Navigate to the Inspector screen and click the floating plus button to open a form for entering relevant details. Complete the form and save it when finished.

Required Fields:

• Inspector’s Name
• Company Email

Optional Fields:

• Company Name
• Address
• Company Phone
• Logo Image
• Disclaimer

Editing a Record

Click the pencil icon on the record you wish to edit. The form will display the existing information. Make your changes, then save and close the form.

Important Notes:

• Changes to inspector records will not update existing reports.
• Only new reports referencing the updated inspector record will reflect the changes.
• Existing inspections linked to the edited inspector will display the updated information.

Deleting a Record

Click the trash can icon on the record you want to delete, then confirm the dialog prompt to proceed.

Important Notes:

• Deleting a record is permanent and cannot be undone.
• Existing reports remain unaffected.
• Inspections referencing a deleted inspector may no longer display associated inspector details.

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Clients are your customers that request pool inspections. The Client screen enables you to manage these profile records. Use this screen to create, edit, or delete client profiles, which store contact details and notes for easy reference during inspections and reporting.

Adding a Record

Navigate to the Client screen and click the floating plus button to open a form for entering client details. Fill out the form and save it when complete.

Required Fields:

• Client Name
• Client Email

Optional Fields:

• Client Phone
• Client Address
• Notes

Important Notes:

• Deleting a client record is permanent and cannot be undone.
• Existing reports remain unaffected.
• Inspections referencing a deleted client may no longer display associated client details.
• Notes do not appear on reports.

Editing a Record

Click the pencil icon on the client record you wish to edit. The form will display the existing details. Update the information as needed, then save and close the form.

Important Notes:

• Changes to client records will not update existing reports.
• Only new reports referencing the updated client record will reflect the changes.
• Existing inspections linked to the edited client will display the updated information.

Deleting a Record

Click the trash can icon on the client record you want to delete, then confirm the dialog prompt to proceed.

Important Notes:

• Deleting a client record is permanent and cannot be undone.
• Existing reports remain unaffected.
• Inspections referencing a deleted client may no longer display associated client details.

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The Inspection screen allows you to create, edit, or delete inspection records for pool inspections. Use this screen to document all relevant details, including inspector and client associated to the inspection, and complete the inspection checklist. Ensure the desired checklist is set as default in the Settings section before starting a new inspection.

Adding a Record

Navigate to the Inspection screen and click the floating plus button to open a form for entering inspection details. Select the appropriate inspector and client records, complete the checklist, and add any additional notes or details. Save the record when finished.

Required Fields:

• Inspector
• Client
• Inspection Date and time

Optional Fields:

• Inspection Address
• Pool Image
• Summary
• Checklist Responses

Editing a Record

Click the pencil icon on the inspection record you wish to edit. The form will display the existing details. Update the information as needed, then save and close the form.

Important Notes:

• Changes to inspection records will not update existing reports.
• Only new reports referencing the updated inspection record will reflect the changes.

Deleting a Record

Click the trash can icon on the inspection record you want to delete, then confirm the dialog prompt to proceed.

Important Notes:

• Deleting an inspection record is permanent and cannot be undone.
• Existing reports remain unaffected.
• Deleting an inspection record will remove it from the list of available records for generating new reports.

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The Report screen allows you to generate, review, and share professional inspection reports based on completed inspection records. Reports are in PDF format. This screen streamlines the process of creating polished reports for clients and inspectors.

Generating a Report

Navigate to the Reports screen and click the floating plus button to create a new report. Select the completed inspection record you want to base the report on. The app will automatically populate the report with details from the inspection, inspector, and client records.

Previewing a Report

After generating a report, it will open the preview window. Clicking an existing report record will also open the preview window. Review the report carefully to ensure all details, including highlighted items, inspection data, inspector information, and client details, are accurate and complete before proceeding to share or save.

Sharing a Report

From the report preview, click the email icon in the top-right corner to share the report. Choose to send it to the inspector, client, or both. Click the Share option to view file sharing options. Selecting the preferred email client will open a draft email in that client. You can then edit the email further before sending it.

Important Notes:

• Ensure the report is accurate and complete before sharing.
• Clients may rely on these documents for professional communication.

Updating a Report

Reports cannot be edited directly. To update a report, return to the Inspection screen and edit the associated inspection record. After saving the changes, generate a new report from the Report screen. Delete outdated reports to avoid confusion.

Important Notes:

• Reports are static once generated.
• To reflect changes in inspection, inspector, or client details, you must create a new report after updating the relevant records.

Deleting a Report

Click the trash can icon on the report you want to delete, then confirm the dialog prompt to proceed.

Important Notes:

• Deleting a report is permanent and cannot be undone.
• Deleting a report does not affect the associated inspection, inspector, or client records.

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The Settings screen empowers you to customize the Inspector Pool app to fit your workflow. From setting default inspection checklists to creating or importing custom checklists, accessing app information, and revisiting the Terms of Use, this section provides tools to enhance your inspection process. Use the Settings screen to streamline your inspections and ensure reports meet your specific needs.

Setting the Default Inspection Checklist

Navigate to the Settings screen and locate the Default Inspection List. Select your preferred checklist, such as the app-provided inspection list or a custom checklist you’ve created, to apply it to all new inspections.

Important Notes:

• The default checklist applies only to new inspections.
• Existing inspections and reports remain unchanged.

Using the In-App Inspection List

The app-provided inspection list, labeled “App Provided Insp. List,” is a standard, non-editable checklist designed for consistent pool inspections. Before using it, create a new inspection to review its categories and questions to ensure they meet your needs. You can use it as-is or create a copy to customize it.

Important Notes:

• The app-provided list cannot be modified or deleted.
• To customize it, create a copy as described below.

Creating Custom Lists

You can create custom inspection lists in two ways: copying the app-provided list and editing it, or importing a custom list via a CSV file.

Copying and Editing the App-Provided List

In the Settings screen, locate “App Provided Insp. List” and tap the copy icon. Enter a unique name for the new checklist, edit the categories and questions as needed, and then save. The new copied checklist appears in the Default Inspection List and is listed on the Settings screen, where it can be edited using the pencil icon to add, remove, or modify questions, or deleted using the trash icon.

Important Notes:

• The custom checklist appears in the Default Inspection List after creation.
• After setting a custom checklist as the default, new inspections will use it until the default is changed.

Importing a Custom List

Tap “Import Custom List” to upload a .csv file containing your custom inspection checklist. The file must meet the following requirements:

• Use a .csv file format.
• Include the header: Category,Question,ResponseType.
• Place each entry on a separate line, with values separated by commas.
• Set ResponseType to either YesNo for questions requiring an explicit Yes or No answer, or Text for questions needing open-ended responses.

Example CSV Format:

Category,Question,ResponseType
Pool Area,Is the pool gate secure?,YesNo
Equipment Check,Filter pressure reading,Text
          

Download Example CSV

You must provide a unique name for the custom list. After importing, naming, and saving, the custom list appears in the Default Inspection List and can be set as the default checklist, edited using the pencil icon, or deleted using the trash icon.

Important Notes:

• Custom lists can be set as the default checklist for new inspections.
• Deleting a custom list is permanent and does not affect existing inspections or reports.
• Ensure imported CSV files follow the specified format to avoid errors.

Viewing App Information and Terms of Use

Tap “About Inspector Pool” to view app details, such as the version number or developer information. You can also revisit the Terms of Use to review the app’s usage guidelines.

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