All Collections
CHECKLISTS
How to use HOVER's Checklist feature
How to use HOVER's Checklist feature

Using the HOVER mobile app to complete onsite inspections

Jared Sklar avatar
Written by Jared Sklar
Updated over a week ago

In this article, we show you how to use the Checklist feature within the HOVER mobile app when you’re onsite to complete an inspection.

Overview:

  1. Start the inspection

    1. Either immediately after capturing measurement photos or by tapping the + icon at the bottom of the screen

  2. Choose a template

    1. Multiple checklists can be created for the same property, if needed

  3. Fill out the form

    1. Answer questions and add photos live or by uploading straight from your phone's photo library

  4. Tap “Complete”

  5. Receive your branded PDF

    1. Download on the mobile or web app

For a more detailed look at each step, continue reading!

NOTE: If you’re an admin user, you can utilize the hover.to web portal to view and edit the out-of-the-box HOVER templates or create customized templates to gather the most meaningful data to your organization. Check out this article to find out how!


Getting started

There are two ways to begin a Checklist.

You can either:

  • Start a Checklist without capturing photos for measurements:

    • Click the + icon at the bottom of the screen

    • Fill out the fields on the Property Info screen. Once all fields have been filled out, the "Start Inspect" button will turn blue.

    • Click Start Inspect

  • OR - immediately start a Checklist after capturing photos for measurements in one of the following two ways:

    • Right after a live capture, click the blue "Next - Start inspection" button from the Capture summary screen

    • OR you can open an already completed job and click the blue arrow next to "Property inspection"

Choose a template

  • Select the desired template for the Checklist and tap Use this template

    NOTE: The template options that appear for you will depend on which ones your org admin has already enabled. If your company has only (1) template set up, you will skip this screen entirely.

NOTE: Don’t worry - you can create multiple inspection reports per property by clicking the Add another inspection button that pops up after you’ve completed the first inspection.

Fill out the form

  • Answer the questions on your company's Checklist. Tap Complete when done, and remember, you can always go back and edit your responses later, if needed!

    • There are multiple ways to answer questions, since they're customizable by your company. Some questions may have you:

      • Type out an answer

      • Use the number pad to type in a numerical value

      • Choose a multiple choice option

      • Toggle the slider to yes or no

      • Add photo(s) from your library

      • Take live photo(s)

  • Annotate the photos, if applicable

    • Tap into any photo to access the annotation tools, then tap Save when finished, to return to the previous screen.

      • Use the 'T' icon to add text descriptions to a photo

      • Use the edit icon to draw freeform on the photo and mark it up, as needed

      • You can always undo by tapping the undo icon (bent arrow) on the bottom right side of the screen

  • When you've completed all the questions, click the blue Complete button

  • You're done!

Receive the PDF

You can tap the download icon to create a branded PDF which will be available within seconds, right on the mobile app screen. If you need to, you can tap the edit icon to get back into the Checklist and make changes, when needed.

  • The PDF displays the question text and answers

  • The PDF also displays any attached photos, including annotated photos

  • Once the PDF is on the screen, it can be easily shared via text or email right from your mobile device.

    • Tap the ‘share’ icon in the top right corner!

Anyone with "Job Manager" or "Admin" access within your account can use the the hover.to website to view the checklists and, if needed, download a shareable PDF version.

  • To open a completed checklist, click the Checklists tab on the property details page.

  • All completed checklists for this property will be listed on this tab.

    • You can easily download the report by tapping the download icon at the far right of the checklist, or click the arrow beside it to open and view the checklist information, view annotated photos, etc.

Want to see what a checklist can look like? View a sample here!

Did this answer your question?