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Assigning Inspectors & Handoff

This workflow article covers everything related to assignment and handoff — how an order moves from the office to an inspector’s mobile device, how multi-inspector teams collaborate via the Team QR feature, and what happens when an inspector is reassigned mid-engagement.

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When you use these flows

  • Daily — assigning each new order to an available inspector
  • Multi-inspector teams — coordinating field work with the Team QR feature
  • Reassignment — when an inspector calls in sick, has a conflict, or a job needs reassignment
  • New hire — onboarding a new inspector and routing their first jobs

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Single-inspector assignment

The basic flow:
  1. In the Order Creation Wizard → Step 2 (Full Order Creation), the Assigned Inspector field. Pick from the dropdown of your team’s inspectors.
  2. Save. The order is written to Firestore with assignedInspectorName set.
  3. The mobile app picks it up. The inspector’s Assigned Inspections screen has a real-time Firestore listener — the new order appears within seconds of save.
  4. The inspector starts work. Their mobile app’s Start Inspection button is enabled (after contract gate passes).

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Visibility rules

The mobile Assigned Inspections list filters on all of these (BITE 68.3):
  • assignedInspectorName = the signed-in inspector’s identity
  • status in (assigned, in_progress)
  • Contract activity: skipWorkflow: true OR contractStatus is set to something other than pending_review
  • Scheduled within 30 days
An inspection assigned to someone else, or with no contract activity, or more than 30 days out, is invisible to the inspector.

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Reassignment

When: Original inspector can’t make the appointment. How:
  1. Open the order in Inspection Details
  2. Change the Assigned Inspector field (or use the per-row Assign action on the Inspections List)
  3. Save
System changes:
  • assignedInspectorName updates to the new inspector
  • The old inspector’s Assigned Inspections loses this card within seconds
  • The new inspector’s list gains it within seconds
  • An optional notification email fires (if you’ve wired one to a inspection.assignment_changed trigger or similar)
Local data: If the original inspector had already opened the inspection (downloading template + narrative library), the local data remains on their device. It does no harm but takes up storage. Inspectors can delete from Archived Inspections periodically.

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Multi-phase orders — different inspectors per phase

For New Construction or other multi-phase orders, you can assign different inspectors to different phases: Each phase is an independent child inspection with its own assignedInspectorName. Change one without affecting the others.

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Phase gating

By default, Phase 2 cannot begin until Phase 1 is completed. This is enforced on the mobile Assigned Inspections screen — Phase 2’s card is visible but the Start button is disabled with a tooltip. To override (allow concurrent phases), there’s a disablePhaseGating flag on the order — configurable in the Order Wizard or via support for legacy orders.

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Team QR — multi-inspector concurrent capture

For large properties where two or three inspectors work together on the same inspection, the Team QR feature lets all of them capture against the same inspection record.

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Enabling

In the Order Creation Wizard → Step 2, toggle Allow Team Inspection: ON. This sets allowTeamInspection: true on the inspection. The primary assigned inspector sees the Team QR button on their Assigned Inspections card.

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Joining

The primary inspector taps Team QR to display a QR code modal:
The QR contains JSON: {"type": "inspection", "inspectionId": "<id>", "timestamp": <unix-ms>}. Secondary inspectors:
  1. Open the 1nspecT mobile app, signed in as themselves
  2. Tap the QR scan action (typically in the Home or Assigned Inspections view)
  3. Scan the displayed code
  4. The mobile app joins them to the inspection — they can capture findings against it

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Sync mode for team inspections

When a team inspection has multiple active inspectors, EcoSync switches from Solo-Eco (15-min heartbeat) to Team-Live (real-time sync). All inspectors see each other’s findings within seconds.

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Team-Live battery cost

The 15-minute heartbeat is significantly more battery-efficient than real-time. On a long inspection, expect Team-Live to drain ~30% more battery than Solo-Eco. Bring a charger or limit team inspections to shorter properties.

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What gets captured per inspector

When multiple inspectors capture on the same inspection: For the report, the primary inspector is the “Inspector of Record” appearing on the cover and signature line. Other team inspectors are credited internally but not shown on the report by default.

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Calendar integration during assignment

If Calendar Integration is connected, the Order Creation Wizard checks the assigned inspector’s calendar for conflicts. The dropdown surfaces: If you assign anyway with a conflict, a confirmation alert appears. After save, an event auto-creates on the inspector’s calendar.

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Handoff: when the inspector finishes

After the inspector marks the inspection complete on mobile:
  1. The inspection moves out of Assigned Inspections and into Archived Inspections on their device
  2. The web admin’s Inspection Reviewer becomes available
  3. The operator (typically not the inspector) picks up the report-finalization work
  4. The inspector’s mobile work is done — they’re free for the next job
This is the “handoff moment” between field capture and report finalization. The same person can do both, or different people can — the platform doesn’t enforce role separation here.

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Errors and recovery