Learn Expert Check — Step by Step

1. Log in to Expert Check and click your name or avatar in the top right corner to open the Dashboard.
2. Navigate to the Profile tab in the Dashboard.
3. Fill in your Inspector Name, Company Name, Phone Number, Email, and Website.
4. Enter your Licence Number and Licence Type if applicable.
5. Upload your Company Logo — this appears on every PDF report and client-facing page. Recommended size: 400x400px, PNG with transparent background.
6. Upload your Inspector Avatar — a professional headshot that appears in reports.
7. Enter your Home Base Address. This is used by the route optimization feature to calculate travel distances from your home to each inspection.
8. Click Save Profile. Your details are now applied to all future reports automatically.

1. From the Dashboard, click the green "New Inspection" button.
2. The New Inspection wizard opens. Fill in the Client Name, Client Email, Client Phone, and Property Address. The address field uses Google Maps autocomplete — start typing and select the correct address.
3. Set the Inspection Date and optionally link to an existing booking from your calendar.
4. Click Create Report. The report builder opens automatically.
5. The report is organized into 16 main sections (Roofing, Exterior, Structure, Electrical, Plumbing, HVAC, Insulation, Interior, and more). Each section is listed in the left sidebar.
6. Tap or click a section to expand it. Inside each section are subsections — for example, Electrical contains Panels, Wiring, Outlets, Smoke Detectors, and more.
7. To add a finding, click "Add Card" inside any subsection. A card represents one specific finding or observation.
8. Set the card's severity: Good (green), Fair (yellow), Poor (red), or Safety Hazard (red with icon).
9. Add a narrative to the card — either type your own, select from the narrative library, or use AI assist.
10. Attach photos to the card using the photo button. Photos can be taken live from your phone camera or uploaded from your photo library.
11. Continue through all sections relevant to the property. Sections you have not entered any cards for will show as empty in the final report.
12. When finished, review the Summary at the top of the report — it automatically lists all findings grouped by severity.

1. Open any report and add or tap into a card.
2. In the card editor, click the "Narratives" button or the book icon. The narrative panel opens on the right side.

3. The narrative library is organized by the current section and subsection. Relevant narratives are shown automatically based on where you are in the report.
4. Browse the list or use the search bar to find a specific narrative by keyword (e.g. "knob and tube", "ice dam", "GFCI").
5. Click any narrative to preview it. Click "Apply" to insert it into the current card's text field.
6. Once applied, the narrative is fully editable. Customize wording, add specifics about the property, or adjust the severity recommendation.
7. To save a narrative you have customized, click "Save as Custom Narrative". It will appear under "My Narratives" in future reports.
8. To manage all your custom narratives, go to Dashboard → Narratives.

1. Open a card in the report editor.
2. Look for the sparkle AI button in the card editor toolbar.
3. Click the AI button. A dropdown menu opens with action options: Generate Narrative, Expand My Notes, Improve Writing, Simplify Language.
4. Select the action that fits what you need:
   • "Generate Narrative" — writes a complete finding narrative based on the section, subsection, and severity you have set.
   • "Expand My Notes" — takes rough notes you have typed and expands them into professional language.
   • "Improve Writing" — polishes existing text for clarity and professionalism.
   • "Simplify Language" — rewrites complex technical language into plain English suitable for homebuyer clients.
5. The AI generates a suggestion in a preview panel. Review it carefully.
6. Click "Accept" to apply it to the card, "Regenerate" to try again, or "Dismiss" to ignore it.
7. Always review AI output before saving — you are responsible for the accuracy of every finding in your report.

1. Open a card in the report editor.
2. Click the camera or photo icon to open the photo panel for that card.
3. Choose your photo source: Take Photo (live camera), Upload from Library, or select a previously captured photo from the current inspection.
4. The photo appears in the card's photo panel. You can attach multiple photos to a single card.
5. To annotate a photo, tap the edit/pencil icon on the photo thumbnail. The photo annotator opens full screen.
6. Use the toolbar to select your annotation tool: Arrow, Circle, Rectangle, Freehand Draw, or Text Label.
7. Choose a colour for your annotation (red is most common for defects, yellow for caution areas).
8. Draw on the photo to highlight the defect or area of concern. For arrows, tap the start point and drag to the end point.
9. When done, click Save Annotation. The annotated version is saved alongside the original.
10. Both the original and annotated versions are stored. The annotated version appears in the report PDF by default.

1. With a report open, click the "Share" button in the report toolbar (person with link icon).
2. The Share modal opens. Click "Enable Client Access" to turn on the shareable link.
3. A unique URL is generated for this report. Copy the link using the Copy button.
4. Send the link to your client via email or text message. You can also click "Send via Email" to send directly from Expert Check.
5. When the client opens the link, they are asked to verify their identity by entering either their email address or phone number — the same one on their inspection record. This prevents unauthorized access.
6. Once verified, the client sees a clean, read-only view of their full inspection report with all photos, findings, and the summary.
7. To revoke access at any time, return to the Share modal and click "Disable Client Access". The link immediately stops working.

1. Open the report you want to export.
2. Click the "Export PDF" button in the report toolbar.
3. Expert Check generates the PDF automatically using your profile branding — your company logo, inspector name, credentials, and contact details appear on the report.
4. The PDF is organized by inspection section, with each finding card showing its severity, narrative, and attached photos.
5. The Summary page at the front of the PDF lists all flagged items grouped by severity (Safety Hazard, Poor, Fair, Good).
6. Once generated, you can download the PDF to your device or share it directly.
7. If you need to re-export after making changes to the report, simply click Export PDF again. The new PDF reflects all current report content.

1. Go to the Dashboard and click the "Clients" tab.
2. To add a new client manually, click "Add Client".
3. Fill in: Client Name (required), Email Address, Phone Number, Referral Source (e.g. Realtor name, Google, Walk-in), and any Notes.
4. Click Save. The client is added to your database.
5. Clients are also created automatically when you start a New Inspection — the client details you enter in the wizard are saved to your client database simultaneously.
6. To view a client's record, click their name in the client list. You will see their contact details, all past inspections linked to their account, and their referral source.
7. To edit a client's information, click the edit icon on their record and update the fields.
8. Use the search bar at the top of the Clients tab to find any client by name, email, or phone number.

1. Go to the Dashboard and click the "Calendar" tab.
2. The calendar shows all upcoming bookings in a monthly view. Click any day to see the bookings for that day.
3. To add a new booking, click "New Booking" or click directly on a date in the calendar.
4. Fill in the booking details: Client (search your existing client list or add a new one), Property Address, Inspection Date, Start Time, End Time, and Fee Tier.
5. The address field uses Google Maps autocomplete. Select the correct address so route calculations work accurately.
6. Expert Check checks for time conflicts automatically — if you already have a booking that overlaps, you will see a warning.
7. Select the Fee Tier for this inspection (fee tiers are set up in Dashboard → Services).
8. Click Save Booking. The booking appears on your calendar.
9. For days with multiple inspections, Expert Check calculates your full daily route automatically: Home Base → Inspection A → Inspection B → Home Base. Driving distances and times come from the Google Maps Directions API.
10. Gas cost is calculated based on the total driving distance, your vehicle's fuel consumption (set in Services → Travel Settings), and the current price per litre you have entered.
11. To link a booking to a report, open the booking and click "Link to Report" — or when creating a new report, select the booking from the New Inspection wizard.

1. Go to Dashboard → Services.
2. The Services page is divided into two areas: Fee Tiers and Travel Settings.
3. To add a Fee Tier, click "Add Tier". Give it a name (e.g. "Standard Residential", "Condo", "Pre-Listing", "New Construction"), set the price, and set the typical inspection duration in hours.
4. You can add as many fee tiers as you offer. Each tier is available as a dropdown option when creating a new booking.
5. For Travel Settings, enter your Vehicle Fuel Consumption in litres per 100km (e.g. 10.5 L/100km for a typical SUV or truck).
6. Enter the current Gas Price Per Litre in dollars (update this periodically as prices change).
7. These two values are used to calculate gas cost for every booking and daily route automatically.
8. Click Save Services when done.

On iPhone (Safari):

1. Open expertcheck.app in Safari on your iPhone.
2. Tap the Share button at the bottom of the screen (the box with an arrow pointing up).
3. Scroll down in the share sheet and tap "Add to Home Screen".
4. Give it a name (e.g. "Expert Check") and tap "Add".
5. Expert Check now appears on your home screen like any other app. Tap it to open.

On Android (Chrome):

1. Open expertcheck.app in Chrome on your Android device.
2. Tap the three-dot menu in the top right corner.
3. Tap "Add to Home Screen" or "Install App".
4. Confirm the installation. Expert Check appears on your home screen.

Once installed:

• Expert Check runs in full-screen mode with no browser chrome.
• The app works completely offline — open it with no internet connection and all report-building features are available.
• Data syncs to the cloud automatically the next time you have an internet connection.

1. Expert Check is a Progressive Web App (PWA) — this means it caches everything it needs to function locally on your device.
2. To use offline mode, you must have opened Expert Check at least once while connected to the internet so the app has cached its files.
3. Once cached, you can open the app with no internet connection. The full report builder is available — you can add cards, write narratives, set severities, and navigate between sections.
4. Photos taken during an offline session are stored in your device's local IndexedDB storage temporarily.
5. Autosave still works offline — your changes are saved locally in real time.
6. When you reconnect to the internet, Expert Check detects the connection and syncs all offline changes to the server automatically. You will see a brief "Syncing..." indicator.
7. If you took photos offline, they sync to the server as part of the same process.
8. If you are working across two devices simultaneously, always wait for the sync to complete on one device before opening the same report on another device.