Record termite findings
Add findings, recommendations, photos, and prices on web or in the app.
Open a termite visit from Jobs. Finding codes match between the report and any diagram markers.
Add a finding
Open the report, select Edit, then Findings → Add finding. You can also add a finding from the diagram.
Choose Location and Classification, enter the finding and recommendation, then select Add finding.
Open the visit's Findings and select Add finding under the location. Choose Location and Classification, enter the details, then select Save.
Use Camera or Library to add photos. Save waits for local photo preparation; uploads can continue afterward.
| Choice | Use |
|---|---|
| Location | The report location for this finding. It supplies the number in the finding code. |
| Classification | Section I, Section II, Further inspection, or Information item. |
| Finding | Describe what you found. Required for every classification. |
| Recommendation | Required for actionable findings. Optional for an Information item. |
| Secondary recommendation | Add another option when needed; complete its wording. |
| Price | Set a price, label, or linked package when offering work. |
| Photos and Notes | Add photos or other details. Notes are optional. |
Reuse wording or record it
Use Insert saved text beside Finding to add a saved finding and main recommendation. Use the same action beside Secondary recommendation to add only saved recommendation wording to that alternative. Existing words stay; the saved text is added after them. Prices, notes, and photos stay in place.
Search by number, title, or wording. Manage these pairs in the Text library.
In the app, Fill by voice needs internet. Describe the finding, select Done, then review the wording and choices before Save. Undo restores the form before the last recording result. You can also request a saved comment by its number or title while recording.
See Voice and findings for the fields AI fills, spoken corrections, and saved-comment matching.
Edit or remove a finding
Select the finding in the report or its list. Existing findings save automatically; select Done to close. Complete invalid required fields and finish adding photos before closing.
Select Delete finding to remove it, then review the confirmation.
Open the finding, make changes, and select Save. Leaving an unsaved form asks whether to discard your changes.
Use the trash action to delete a finding, then confirm Delete.
Deleting a finding also removes its diagram markers and lines. Its photos remain in the inspection. Use diagram Undo to restore the deletion when available.
Set the order and codes
Changing a finding's Location moves it to the end of that location's list. Codes follow the list order. New visits use the saved company locations.
Drag findings by their grips to change the order.
Select Change starting letter below Add finding. In Change starting letters, set each location's first letter, then select Save.
Select Reorder, move the findings, then select Done.
Open the visit's Settings → Change starting letter. Select a location, enter its first letter, then select Save.
Manual starts run from A through ZZ. Findings can continue beyond ZZ. Supplemental and Reinspection visits start after findings in earlier issued reports from the same original inspection.
Changing order or letters updates the working report and diagram. Issued PDFs keep their original codes. Update any codes you typed into plain text yourself.