Documentation Index
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Smart Comments (route /smart-comments) controls how comments and findings render visually in the final inspection report PDF. It’s the styling layer that sits between the raw narratives in your library and the rendered output — color schemes for severity categories, photo placement rules, keyword-based classification, and a few report-level title fields.
The Smart Comments page is also where Keyword Management lives — they share the same UI surface.
When you use it
- First-week setup — pick a color scheme that matches your brand and configure how photos render in the report
- As your library grows — add keyword rules that auto-classify comments by category (Safety / Major / Minor / Maintenance)
- For client-specific reports — override defaults for high-touch clients who want custom rendering
Screen layout
[SCREENSHOT: smart-comments-page.png — desktop, the Smart Comments page with three vertical sections: top fields for report title and inspector info, middle settings for output format and color scheme, bottom section for keyword management and report content preview.]
The page has several stacked sections (the page itself shows them as columns on wider viewports):
- Report-level fields — Report Title, Property Address, Inspector Name, Inspection Date (used in live previews)
- Smart Comments Settings — Output Format, Color Scheme, Photo Placement, Keyword-based color coding
- Report Content Preview — Live preview reflecting your settings
- Keyword Management — Classification rules (see Keyword Management)
Report-level fields
These are preview-only — they populate the live preview in the Report Content Preview section so you can see how your styling decisions look against real-feeling sample text. The actual report renders use real inspection data; this page just lets you test with placeholder values.
| Field | Notes |
|---|
| Report Title | e.g. “Texas Property Inspection Report” |
| Property Address | Sample address for preview |
| Inspector Name | Sample inspector name |
| Inspection Date | Sample date |
Changes here don’t save to any inspection record — they’re purely for previewing.
A drop-down with format options for the rendered PDF. Defaults to your tenant’s standard. Options may include:
- Standard — default layout
- Compact — tighter spacing for shorter reports
- Expanded — extra whitespace for client-friendly readability
The exact options vary by your tenant’s report-design configuration.
Color Scheme
Defines the palette used for severity categorization, headers, and accents. Picking a color scheme here drives:
- The color of section header bars
- The fill color of color-coded comment cards
- Highlight colors for in-summary findings
Each scheme has a name (e.g. “Brand Royal Blue”, “Earth Tones”, “Monochrome”). Custom schemes can be configured at the tenant level by your administrator.
Photo Placement
Controls where photos appear relative to the narrative in the rendered report. Three options:
| Option | Behavior |
|---|
| End of Each Section | All photos for a section appear in a grid at the section’s end. Narratives reference them by number. |
| Inline with Narratives | Each photo appears directly within the finding card next to its narrative. Default. Most readable. |
| End of Report | All photos collected at the very end of the report. Useful when narratives are the primary deliverable. |
Most inspectors leave this on Inline — clients prefer seeing the photo next to the finding text. End of Section is useful for sparse reports; End of Report is rare.
Keyword-based color coding
A toggle:
| State | Behavior |
|---|
| On | Comments and findings are color-coded based on keyword rules (see Keyword Management). Safety-flagged comments get red borders, maintenance items get green, etc. |
| Off | All comments render in the same neutral style |
Turning this on activates the keyword-rule system. Defining rules without enabling color coding has no visual effect.
Report Content Preview
The Preview pane shows a live miniature of how the styled report will look with current settings + sample fields populated. Changes elsewhere on the page update the preview within a moment.
The preview is a simplified rendering — actual PDF output may differ slightly in font kerning and image rendering. For a faithful preview, save your changes and generate a PDF from a real inspection in Inspection Reviewer.
Keyword Management (embedded section)
Smart Comments hosts the keyword-rule editor as an in-page section. It’s documented separately in Keyword Management because it’s a substantial subsystem.
Briefly:
- Define a Category (e.g. Safety, Major Concern, Minor Issue, Maintenance, Informational)
- Add Keywords as a comma-separated list
- When the keyword-based color coding setting is on, the renderer tags each comment with its highest-matching category and colors it accordingly
See Keyword Management for the full mechanics.
Saving
The Smart Comments page uses explicit save. Click Save (typically in the page header or footer) to commit changes. Saves apply tenant-wide — every future PDF generated for this tenant uses the new styling.
Unsaved changes are flagged with an indicator. Navigating away prompts confirmation.
Errors and recovery
| Alert | Cause | Fix |
|---|
| Failed to load settings | Network or auth | Refresh |
| Failed to save settings | Network during save | Retry; values preserved client-side |
| Invalid color | Direct hex entry malformed | Use the color picker, or enter a valid 6-digit hex value |
What this page does NOT do
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