What It Does
Generic checklists aren't enough for complex inspections. SalesButler's Custom Inspections let you design multi-question inspection templates per service type — drop-down, yes/no, free text, photo upload, and more. Techs complete them on site, submissions are stored against the job, and PDF output ready for the customer or compliance file is one click away.
Step-by-Step Guide
Build the Template
Add as many questions as needed — multiple choice, yes/no, free text, photo.
Assign per Service
Each service type can have its own inspection template auto-attached.
Tech Completes On Site
The inspection appears in the technician portal alongside the job.
Submission Stored
Every answer and photo is stored against the job permanently.
Generate PDF
One-click PDF for the customer file or compliance audit.
Why You'll Love This Feature
Custom Question Builder
Build any question type you need — not locked into a fixed template.
Per-Service Templates
Different inspection forms for different services.
Photo Questions
Require photos for specific inspection points.
PDF Output
One-click PDF for the customer file or audit log.
Permanent Submission
Every submission is stored against the job for audit defense.
Standardize Across Techs
Every tech inspects the same way — no missed questions.
Perfect For
HVAC pre-season safety inspections
Roof condition assessments before estimates
Pool & spa equipment inspections
Pest control entry-point surveys
Move-in / move-out cleaning inspections