ReferenceCustomer portal

Inspection report

What it's for

The inspection report is the public page a customer opens after a technician finishes an inspection. It shows what passed, what didn't, and what needs attention — no account needed.

Your customer opens it from the link you send. The route is /p/inspection/<token>.

Tabs

The page has no tabs. It is the report itself.

Panels and controls

  • The header shows your shop's name, a status badge (In progress, Completed, or Failed), the checklist template used, the unit inspected, and the completion date.
  • Prepared for names the customer, the site, and the technician who did the work.
  • A stat row totals items Passed, Flagged, and Failed.
  • Checklist sections list every item with a pass/flag/fail dot, plus its recorded value — a checked/unchecked box, a reading with its unit, or a short text answer.
  • Recommendations lists open deficiencies with a severity badge, a description, and a suggested price where one was entered, and notes how many other items were found and already resolved without listing them.
  • Readings shows a grid of the latest values recorded (temperatures, pressures, and similar).
  • Photos shows a grid of photos taken during the visit; each opens full size.
  • Summary is a closing note in the technician's own words, when one was written.
  • Print opens your browser's print dialogue.

Unlike the asset and capital-plan cards, an open deficiency here does show a suggested price — this report is meant to double as the basis for approving the recommended work.

What it accepts

Nothing. The report is read-only — it shows what was recorded during the visit and takes no input from the customer.

How to configure it

  • Branding settings decide the logo shown in the header.
  • Which sections and checklist items appear come from the inspection template used for that visit, not from anything on this page.
  • Photos, readings, deficiencies, and the summary come from what the technician recorded during the inspection itself.

Who can see it

This page opens from a secure link — no login, no account. Anyone holding the link can open it, and the link is the only way in.

Your staff see the internal version, with full editing, on the inspection record.

On this page