The Inspection Summary Screen in the Hive Inspect Mobile App

In the mobile app: the Inspections tab → tap an inspection card.

The Inspection Summary is the screen you see when you tap an inspection in the list. It holds everything about the job in one place: the property, the client and agents, payments, agreements and status. From here you open the report editor to start inspecting. The screen scrolls. From top to bottom it shows the property photo, the job details, the Report Editor button, four tiles, Quick Links, the contacts, Property Information, Service Info, Your Payout, Private Notes, Additional Documents, Additional Reports and Custom Fields. Pull the screen down to refresh it.

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The property photo

The photo at the top is the inspection’s banner image, the same one clients see in their report portal. When an inspection has no photo, the box reads No banner image with an Add Image button.

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The job details card

Under the photo:

• Address, with a copy button. Tap it to copy the full address.
• Date and start time, in your company’s time zone.
• Inspector, everyone assigned to the inspection.
• Service and Add-ons booked for this inspection.

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Report Editor and Send to Client

The big blue button changes with the inspection’s status: Send to Client asks “This will send the inspection proposal to the client for review. Are you sure?” Tap Send to send it. The inspection moves to Review and your quote automations run, so the client gets the quote email. See Send a quote.

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The four tiles

Fees & Payments only opens on a Confirmed inspection with a price. On any other status it’s greyed out and reads Not Available.

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Change the status

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Reschedule the inspection

• Show busy slots adds the times that clash with something on the inspector’s calendar. Turn it on when you know the clash is fine.
• If a day has no free times, the sheet says “No open times this day. Turn on “Show busy slots” to pick anyway.”
• Times are shown in your company’s time zone. The sheet says which one under the times.
• Rescheduling needs an internet connection.

See Reschedule an inspection for what changes when an inspection moves.

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Quick Links

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Publish all reports

Tap Publish All Reports, then Publish All to confirm. The app shows “2 reports published. Reports are generating in the background and will be ready shortly.” Publishing makes the reports visible to your clients and runs your “reports published” automations, the same as on the dashboard. A report isn’t published if:

• it has flagged comments. The app lists the reports with flagged fields to fix first;
• your company requires every section to be finished before publishing, and some subsections aren’t done. The app lists each report with the number of unfinished subsections.

When only some reports can be published, the app offers Publish 1 (or however many are ready) for the rest.

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Add an additional report

1. Tap Add Additional Report.
2. Type a Name, for example “Radon Test Results”. This is what the client sees.
3. Add a Description. You can paste a link here, for example to a lab’s results page.
4. Attach a file if you have one: Document (PDF, Word or Excel) or Photo (JPEG, PNG or GIF), up to 100 MB.
5. Tap Add Report (or Upload Report when a file is attached).

The report shows on the client’s portal straight away and runs your “additional report added” automations. See Adding additional reports.

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Portal Activity

Each row shows who it was, their email, what they did and when:

• Portal Access: they opened the client portal, for example from a Direct link in an email.
• Report View: they opened a report, as View on Web or View PDF, or an additional report such as “Additional: Radon Test Results”.

The tiles at the top count Total Views, Unique people and views Today. Tap Refresh to load new activity. See Portal Activity.

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Contacts

Contacts are grouped by role, each heading with a count:

• Customer Contacts: the clients.
• Realtor Contacts: buyer’s agents first, then listing agents.
• Sub Contractor Contacts: partners on the job, such as a radon tester.
• Insurance Agent Contacts.
• Additional Contacts: everyone else, such as a transaction coordinator, attorney, title company or lender.
• Inspector Contacts.

A heading only shows when it has someone in it. Tap a contact to call, text or email them. Call, Text and Email open your phone’s own phone, Messages and mail apps. Nothing is sent until you send it there. The copy buttons copy the phone number or email. To add or change contacts, use Edit Inspection Order (it opens the dashboard).

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Property Information

Tap the pencil next to any row to change it on site: Tap Save. The change saves to the inspection straight away and shows on the dashboard. It needs an internet connection.

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Service Info and Your Payout

Service Info lists what was booked: the Service, the Add-on Services, the Agreements and the Reports (the report templates on the inspection). An urgent request is marked Urgent Request. Your Payout shows what you’ll be paid for this inspection, line by line, and the Total. The badge reads Unpaid until your company marks it paid, then Paid with the date. It shows only when:

• the inspection is Confirmed;
• your company shows payouts to inspectors and lets you see your own (set on the web, see Pay splits);
• you have payout lines on this inspection.

A line may read Rate not set when your company hasn’t set your pay for that service yet, or Adjusted when the owner changed the amount by hand.

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Private Notes, documents and additional reports

• Private Notes: notes for the inspector only, such as a gate code or lockbox. Clients never see them. Tap Edit, type, then tap Save. They’re the same notes as the dashboard’s Private Notes box on the inspection order.
• Additional Documents: files attached to the inspection on the dashboard, such as a seller’s disclosure. Tap one to open it. This section only shows when there are documents and you’re online.
• Additional Reports: the extra reports on the client’s portal. Tap one to open it, the trash button to delete it (you’re asked first), or Add to add another.

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Custom Fields

Custom Fields shows your company’s own questions, such as “Number of Units” or “Gate or Lockbox Code”. Only fields with Display on mobile app turned on show here. See Custom inspection fields. Tap the copy button, or press and hold a value, to copy it.

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Offline

Without signal, the summary shows the last copy saved on your phone with an Offline Mode banner: “Showing cached data. Connect to internet for latest updates.” You can still read everything and open the report editor for a downloaded inspection. Changing the status, rescheduling, editing details, adding reports and publishing need a connection.

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Common questions

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Where to go next

• Inspections list: the first screen in the app.
• Inspection statuses: what each status means and what it triggers.
• Reschedule an inspection: what changes when an inspection moves.
• Portal Activity: who opened the reports.
• Custom inspection fields: add your own questions.