Editable per inspection | Static across all reports |
Default content loads automatically | Same content included on every report |
Used for property-specific information | Used for legal or compliance messaging |
💡 TIP: Use Notes for inspection-specific context and Disclaimers for legal or compliance statements that must remain consistent across all reports.
Notes
What Are Notes?
Notes appear after the cover page of your inspection report and are used to capture property-specific or visit-specific information.
Default notes are automatically loaded into each inspection and can be updated as needed for individual reports.
Setting Default Notes
To update the notes that appear on new inspections:
Click Settings in the top menu.
Select the Reports tab.
Scroll to the Notes section.
Update your default notes as required.
ℹ️ These changes apply to future inspections only.
Viewing and Editing Notes
Open the relevant inspection from your dashboard.
Click the Notes tab within the inspection.
If default notes exist, they will display automatically.
You can amend notes for the current report only without affecting your defaults.
Changes save automatically — there is no save button.
ℹ️ Notes are now visible when inspections are in the Complete and Closed states, making it easier to review information at any stage of the report lifecycle.
Disclaimers
What Are Disclaimers?
Disclaimers appear after the Notes page in your inspection report and are used for static legal or compliance-related statements.
Disclaimers are applied consistently across all reports and cannot be edited per inspection.
Setting Default Disclaimers
To manage your report disclaimers:
Navigate to Settings → Reports.
Scroll to the Disclaimers section.
Enter or update your disclaimer text.
ℹ️ Any updates will apply to all reports going forward.