Build a Custom Inspection Checklist in Under 10 Minutes

The nine field types

Every item in your checklist is one of these. Mix them freely inside sections and build any checklist you need.

• Pass / Fail / NA — the standard three-way result with optional photo and note.
• Pass / Fail — a binary check when N/A does not apply.
• Yes / No — present or absent: expansion tank installed, drip edge present.
• Number — a value with a unit: PSI, ppm, volts, inches, years.
• Multi-select — pick from options you define: pipe material, pests found, surfaces cleaned.
• Photo — camera or gallery, optionally required so the item cannot pass without evidence.
• Grid — cells with units for readings side by side: room × outlet result, chemical × amount.
• Text Fields — named inputs: model number, serial number, product used.
• Section Result — a pass / fail / NA roll-up for a whole section.

How a checklist becomes a report

A checklist is not a form that gets filed. When a tech runs it, the results feed the AI narrative, the color-coded findings table, and the photo pages of the PDF. The section results become the overall condition. The number fields are quoted with their units. The customer gets a document, not a form.

• Build once, run on every job for that service.
• Add your own items to a ready-made chimney, air duct, dryer vent, or auto inspection.
• Copy a starter checklist from any trade page on this site and change what you like.
• Edit the checklist later; existing reports keep the version they were made with.

If you would rather not build it

Most owners build their first checklist in one sitting. Some would rather describe the job and have it appear in their account. Both work.

• Call (888) 885-0440 or send the contact form and tell us your trade and what a visit covers.
• We add the checklist to your account, free, on the current plan or the free trial.
• Run it on the next job, and change any line yourself afterwards.

FAQ

Common Questions