Common inspection report questions
Can I create a new inspection report template myself?
Report-template setup is handled by Essential. Open the Essential Assistant, choose Talk to a human, and send the asset type and report you need. Include an example PDF when you need a specialized format.
Is there a Canadian annual fire alarm report?
Ask Essential for Annual Fire Alarm Inspection — CAN/ULC-S536. The catalog template uses the S536:2024 record, including system documentation, equipment and device testing, deficiencies, recommendations, technician attendance, and circuit fault tolerance. Confirm the required edition with your local authority. Catalog updates apply to newly added templates; contact Essential to update a template your business already uses.
Can I change report wording, device legends, or PDF layout?
Contact Essential through the Talk to a human tab. Send the report type, an example report ID, the field or section name, and the exact wording or layout you want. Shared header, signature, remarks, color, and styling changes can be applied consistently across your business's reports.
Screenshots are especially useful for report PDF issues.
Can I fill a report from the office instead of mobile?
Yes. You can create and fill an inspection report from the web, but the typical field flow is still to schedule the visit, complete the report on mobile, submit the summary, then make any office-side tweaks from the web.
Reports created directly from the office may not be tied into the same scheduling and job task flow as a report completed from a technician visit.
A technician started a report but no work was done. Is the draft stuck?
If the technician cannot delete or clear the draft from mobile, the office or Essential may need to delete the draft. Contact Essential through the Talk to a human tab with the technician, visit, property, and report.
Can I unsubmit a report, summary, or work acknowledgment?
Deleting a submitted inspection report does not unsubmit it or reverse the work it recorded. A role with Delete Submitted Inspection Report permission can hide the report from the web app, but its service completions, recurring-service history, deficiencies, task, emails, job files, timeline, and compliance filing remain. See Delete an inspection report. Contact Essential through the Talk to a human tab if a submitted summary or work acknowledgment needs to be corrected.
Can I move an inspection report to another customer, property, asset group, or visit?
Some moves require Essential assistance. If the guide does not cover your case, contact Essential with the source report and the destination customer, property, asset group, or visit.
How do I download a photo from an inspection report?
On the web, open the report, click the photo in its question to open it full size, then choose Download. The file saves under the photo's file name. See The field types you fill in on a report.
How does bulk inspect work?
Use bulk actions to apply the same answer to many inspection assets. Filter first when you only want a subset, then select the matching assets and apply the answer.
If a field is intentionally left unanswered by bulk pass, fill that field separately or contact Essential if your business needs a different default behavior.
Where to find it: Inspection Reports page, mobile report detail, and Essential Assistant > Talk to a human
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