The walkthrough becomes the record
Quarterly inspections with condition ratings, photos, and capex notes — finished as a versioned DOCX report, with findings tied to the work-order data you already watch.
Structured in the field, not reconstructed at a desk
A three-step wizard starts it; auto-save keeps it; the checklist won't call itself done until every area is rated.
Pick property, building, and quarter — duplicates for the same building are caught.
Exterior and interior checklists with per-area progress and issue counts.
Good, Fair, Poor, or N/A — with comments, capex notes, and up to 10 photos per area.
Overall condition, action needed, quotes required, and a follow-up date.
Completion generates the DOCX — versioned, searchable, kept in the reports library.
A Poor rating requires at least one photo — the report can't say "poor condition" without showing it.
Field notes in, owner-ready prose out — with the original kept
The AI Report Builder enhances comments, capex notes, and captions — and shows the inspector's original text side by side, so the polish never replaces the truth.
Original — inspector
roof blistering nw corner, prob needs section replaced before winterEnhanced — for the report
Membrane blistering was observed at the northwest corner of the roof. A section replacement is recommended ahead of the winter season to prevent moisture intrusion.Executive summary, recommendations, per-area comments, and photo captions all work the same way — enhance, review against the original, finalize. Drafts auto-save.
A deficiency isn't resolved because a quarter passed
Prior deficiencies follow the property. The next inspection flags them on the checklist, and a reassessment reviews each one — resolved, or still open and another quarter older.
That's the difference between an inspection file and an inspection record: the Q3 walkthrough knows what Q2 found.
Roof membrane blistering — NW cornerFound Q2 2026 · Roof
Still openCracked dock bumper — Bay 2Found Q2 2026 · Dock doors
ResolvedFaded striping — visitor parkingFound Q2 2026 · Parking & paving
ResolvedInspectors see your work orders. Findings land in your record.
During the walkthrough, each area shows the open work orders for its category — so "roof looks patched" meets "roof patch, scheduled July 14" on the spot. This is the accountability loop, walked on foot.
- Area-level work-order panel with vendor, status, and scheduling — checked against field reality.
- Buildings sync to the work-order API — the inspection speaks the same names as Facilities & Work Orders.
- Reports live in a filterable library — by property type, date, or report number — not in an inspector's downloads folder.
The inspector rates the roof Poor while seeing the patch is only scheduled — the reassessment and the work order tell one story.
See your portfolio in one trusted owner view.