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Generate Your First Report

Once an inspection is marked complete, the Report Workspace in the web admin is where you review, refine, and publish the final report — and deliver it to your clients.

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Opening the Report Workspace

  1. In the web admin, navigate to Orders → open the order → click the inspection.
  2. Click Report Workspace (or navigate directly via Inspections → [Inspection] → Report).

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Report Workspace Overview

The Report Workspace is organized into tabs:
TabPurpose
FindingsReview and edit all captured deficiencies, organized by section
NarrativesEdit individual finding narratives with rich text formatting
AI DraftBatch-generate narratives for findings that have field notes but no narrative yet
SummaryEdit the executive summary section of the report
RatingsView and adjust section-level ratings
PreviewGenerate and view a PDF preview
PublishPublish the report and trigger delivery to clients

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Reviewing Findings

In the Findings tab, all captured deficiencies are listed by section and subsection. For each finding you can:
  • Edit the caption — update the short title
  • Edit the narrative — open the rich text editor for full formatting
  • Move — reassign a finding to a different section or subsection
  • Flag for Summary — mark the finding to appear in the executive summary
  • Delete — remove a finding from the report

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AI Draft Narratives

If your inspectors used the mobile app’s Field Note feature (a brief on-site observation note), the AI Draft tool can batch-generate full CAR narratives from those field notes.
  1. Go to the AI Draft tab.
  2. Click Draft All to generate narratives for every finding that has a field note but no narrative.
  3. Review each generated narrative — approve or edit as needed.
  4. Narratives with only a caption (no field note) are excluded from batch drafting; write these manually.
Cost: 4 IT tokens per drafted finding.

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The Executive Summary

The Summary tab contains the executive summary that appears on the first content pages of the PDF report.

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Summary Sections

  • System Performance Opinion (SPO): Auto-generated paragraph evaluating the overall condition of major systems (Structural, Electrical, Plumbing, HVAC, Roofing). The SPO synthesizes your deficiency ratings across all subsections of each system.
  • Summary Deficiencies: The findings you flagged as “summary items” in the Findings tab appear here as a concise list.
  • Inspector Observations: Optional free-text area for overall property impressions.
  • Additional Information / Preamble: Configurable standard language (limitation of liability, standards disclosure, scope of inspection).

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Skipping the Preamble

If the client has already received the preamble language in the pre-inspection agreement, you can toggle Skip Additional Info to omit the preamble from this report.

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Generating a PDF Preview

  1. Go to the Preview tab.
  2. Click Generate Preview.
  3. The PDF opens in a new browser tab — review it for layout, branding, page breaks, and content.
The preview is not stored permanently. Click Generate Preview again after making edits to refresh it.

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Cover Photo

The cover page of the report displays a property photo.
  • On mobile: the inspector can designate any captured photo as the cover photo from the Review screen.
  • On web: you can upload a cover photo directly from the Report Workspace (drag-and-drop the image onto the cover photo placeholder in the Preview tab).

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Publishing the Report

When the report is ready:
  1. Go to the Publish tab.
  2. Click Publish Report.
  3. The system:
    • Generates the final signed PDF
    • Uploads it to Google Cloud Storage
    • Sets reportStatus = 'published' on the inspection record
    • Fires the report.published workflow event
The report.published event triggers your configured email delivery workflow — sending the full report to the client and (if configured) a separate agent-facing summary to the buyer’s agent.

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Report Delivery

Report emails are sent according to your Communications Workflow settings:
RecipientDefault content
Client(s)Full PDF report + repair request instructions
Buyer’s AgentSummary-only version (without pricing, without repair request)
Delivery addresses and email templates are configured in Settings → Communications → Workflow.

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The Realtor Portal

After publishing, the buyer’s agent receives a magic link to the Realtor Portal — a read-only, branded web page showing the inspection summary findings. The portal does not require the agent to create an account. The portal link is valid for 90 days after report publication.

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Next Steps

You have now completed the core 1nSpecT workflow: Account setup → Template → Order → Inspection → Report. Explore the feature guides to go deeper: