Adding a New Inspection

Adding a New Inspection

Contractor Foreman makes managing inspections simple, whether you’re performing building inspections, material tests, or re-inspections due to previous failures. The system supports tracking by inspection type, project, agency, or permit number, and allows for quick duplication of past inspections when repeat visits are required.

This guide walks you through how to create a new inspection record and explains each field so you can accurately document your work and meet compliance standards.

Accessing the Inspection Module

To get to inspections, hover over the Menu/Dashboard.

Then select Inspections under the Project Management section

This will open the Inspection Module, where you can manage, track, and customize inspection records across all projects. The module is designed for flexibility and visibility—providing tools for detailed oversight, user-driven customization, and improved workflow.

How to Create a New Inspection

To begin creating an inspection:

Click the small “New” button to the right of the “Inspection” title (upper left).

This will open the New Inspection form where you’ll enter details about the inspection.

Filling Out the Inspection Form

Fields marked with an asterisk (*) are required for saving the record.

Project: *

Select the associated project from the drop-down list. This links the inspection to the appropriate job, and ensures it shows up in that project’s logs and reports.

Inspection Number:

Enter a number for the inspection.

Inspection Type: *

Enter the specific type of inspection being performed.
Examples:

• Framing
• Rough Plumbing
• Concrete Cylinder Test
  This field is important for filtering and categorizing inspection records.

Assigned To:

Enter the name of the person who has been assigned to this inspection.

Once the inspection ticket was created, additional details can be entered.

Agency:

Enter the name of the agency or organization conducting the inspection.
Examples: City Building Department, County Engineering Office, Third-Party Consultant.

Permit Number:

Enter the official permit number that applies to the inspection. This helps verify that the work being inspected is covered under the appropriate authorization.

Permit Expiration Date:

Provide the expiration date for the listed permit. Useful for compliance monitoring and ensuring work is performed within valid permit timeframes.

Inspection Images:

Click the blue “Load Files” button to attach photos, documents, or other media.
You can upload:

• Site photos
• Equipment setups
• Inspection forms
• Marked-up plans
  Attaching visuals helps provide proof of conditions at the time of inspection.

To add files, follow these instructions:

1.First, click the Files button on the left-side of the dashboard.

2.Click on the “+” icon

3.Select a file to upload

4.Select attach

Custom Fields:

Custom Fields can be added by clicking the gear icon on the top right of the dashboard

Inspection Status:

Choose from the available options:

• Pass: Inspection was successful, and no corrections are needed.
• Fail: Issues were found that need to be addressed before sign-off.
• Re-Inspect: Indicates that a follow-up inspection is required after corrections are made.

Choosing the correct status ensures accurate reporting and follow-through.

Optional Features

Copy Inspection (Blue Button):

Need to perform a re-inspection? Use the 3-dot button to duplicate the inspection. It will copy all data from the current record to a new one—saving time and reducing errors when re-entering similar info.

 

 

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