When adding notes to an inspection item, either type them in manually or use Inspection Quick Notes to save time.

Create custom Quick Notes to add to commonly used inspection items.

From within an estimate, select the Inspections tab.

Select the Quick Notes icon to add a saved quick note to an inspection item.

Create new quick notes and manage existing quick notes from within an inspection or from the inspection templates list page.

Select the Quick Notes icon. Select Manage Quick Notes to edit existing Quick Notes or create a new one.

Select an existing Quick Note to make edits.

Select the … ellipsis to duplicate or delete an existing Quick Note.

Select + New Quick Note to create a new quick note. Add a title (not visible to the customer) and the note contents (visible to the customer). Select Save.

Select the Lists icon from the left-side navigation to view your lists.

Select Manage Quick Notes to edit existing Quick Notes or to add new Quick Notes for future use.

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!