How to Create an Inspection?

The Inspections Module in Contractor Foreman is a powerful tool for keeping track of all required inspections across your projects. It not only helps you record what happened during an inspection but also prepares your team to be proactive and pass with confidence.

Step 1: Open the Inspections Module

From your main menu, go to Project Management > Inspections.
This takes you to the Inspections Dashboard, where you’ll see a list of all inspections created across your projects. The dashboard is a quick snapshot of inspection history and upcoming requirements.

Step 2: Create a New Inspection

1. Click on the + Inspection button (top-right corner).

2. A pop-up window will appear on the right. Fill in the following required details:

   • Project – Select the project (mandatory).

   • Type – Choose the inspection type (e.g., Rebar Inspection, Waterproofing Inspection, Pre-Wall Close, MEP Inspection, etc.).

   • Assigned To – Select the person responsible for attending the inspection (for example, the plumber for plumbing inspections, or the superintendent for larger projects).

3. Click Create Inspection.

You’ll now be taken to the full Inspection Record.

Step 3: Complete the Inspection Details

The left panel is divided into three sections: Details, Files, and Notes.

In the Details section, you can record:

• Type – Pre-filled when you created it.

• Agency – The authority conducting the inspection (e.g., city, county, third-party).

• Inspected By – Name of the inspector.

• Date & Time – When the inspection is scheduled.

• Assigned To – The responsible team member.

• Corrections Needed – Notes from the inspector about issues that must be fixed.

• Permit Details – If permits are already uploaded to the project, select the related permit number. Permit details like expiry date and type will auto-populate.

• Custom Fields – Any additional project-specific details your company tracks.

• Checklist – Add a list of corrective actions required by the inspector.

Step 4: Proactive Use of Checklists (Best Practice)

While the Checklist section is often used to record corrections after the inspector visits, many contractors use it before the inspection as a preparation tool.

• Walk the site with your subcontractors or field team.

• Identify potential deficiencies ahead of time.

• Enter these into the checklist and correct them before the official inspection.

By doing this, you’re not just waiting to see if you pass—you’re setting your project up for success and showing inspectors you’re organized and proactive.

Step 5: Add Supporting Files & Notes

• Files Tab: Upload photos, drawings, or documentation that support the inspection.

• Notes Tab: Keep internal communication in one place.

Step 6: Update Inspection Status

At the top of the inspection record (next to the inspection number), you’ll see the current status (e.g., Draft).

• Change this to Pass, Re-Inspect or Fail once the inspection takes place, based on the inspector’s outcome.

Why Inspections Matter in Contractor Foreman

The Inspections module keeps all inspection records organized, documented, and tied directly to your projects. This:

• Improves compliance with local regulations.

• Provides a record of accountability in case of disputes.

• Demonstrates professionalism to inspectors, clients, and agencies.

• Ensures your team addresses issues quickly and avoids costly delays.

✅ In summary: Creating inspections in Contractor Foreman helps you stay on top of jobsite requirements, track results, and foster a proactive approach to passing inspections.