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PhotoReport PhotoReport Documentation

Inspector on site, final report at the office

This scenario describes the typical workflow of a technical inspector or surveyor who carries out regular site visits and needs to produce a report after each one.

Before the visit

Section titled “Before the visit”
  1. Create a project for the site (or open an existing one for a follow-up visit).
  2. Import the plans: PDFs from the engineering firm, or a photo of the site plan from the first visit. No plan yet? Start anyway: a plan is optional.
  3. If it’s a follow-up, review annotations from previous visits to prepare the points to check.

During the visit

Section titled “During the visit”
  1. Open the project on iPhone and switch to Visit mode.
  2. Walk the site methodically: for each observation, tap the plan, orient the arrow and take the photo.
  3. Use audio comments to dictate detailed remarks without stopping to type.
  4. For visual defects, use the draw on photo tool to circle or arrow the issue.
  5. For observations not tied to a plan (general condition, cleanliness, safety), add general observations. You can pin them to a plan later.

After the visit

Section titled “After the visit”
  1. Back at the office, open the web dashboard to review observations on a large screen.
  2. Check that nothing was missed in the Observations list: every viewpoint and general observation in one place. Its Before you export checks show the observations with no photo or no comment.
  3. Export the PDF report from the app or the web dashboard. The report automatically includes your company profile (logo, name, address) if it is filled in.
  4. Share the report online with the client via a password-protected link, or send it as an email attachment.

What this gives you

Section titled “What this gives you”
  • Efficiency on site: documenting a visit takes less time than with a notebook or spreadsheet. Audio replaces writing.
  • Automatic professional report: the report is generated in one click, with annotated plans, photos and comments. No layout work needed.
  • Tracking over time: successive visits are documented in the same project, letting you compare site status from one visit to the next using date filters.