Report Data Entry
Simplify on-site data entry with a system that keeps your narratives organized and easy to re-use.
Entering Inspection Findings
Open a report that has been created and navigate to a system, such as Roofing.
Expand an Inspection Subject, such as Roof Coverings / Materials.
The Description, Condition, Replacement Timeline, Risk, Location, and Additional Notes have the following features as part of the Eneris Smart Fields system:
Pre-written Narratives: Every Eneris account includes pre-loaded narratives for inspection items that are commonly encountered in the field, such as: plumbing materials, manufacturers of HVAC and Electrical equipment, risks likely to occur as a result of inspection findings, etc.
Automatic Searching: Simply start typing keywords and Eneris will search for the most relevant narratives and suggest them automatically.
Automatic Learning: Need to type text into a field to add inspection findings? The entry will automatically be saved for next time and is connected to the template being used.
Speech to Text: Tap the Microphone icon on the keyboard of your device when using the iOS or Android App and speak to automatically type your notes into Eneris.
The pre-loaded text entries in any field can be customized. Scroll to the bottom of a report system, such as Roofing, and click Edit/Remove.
Scrolling back up and expanding an Inspection Subject, such as Roof Coverings / Materials now displays an Edit List icon next to each smart field.
Clicking the Edit List icon next to Additional Notes opens a pop-up window with the ability to View, Add, Edit, Remove, and Reorder narratives as needed.
Click and drag the ⬍ arrow icon upwards to move the item up the list. Release the mouse button to drop the item into its new location on the list.
Customizing Recommended Actions
Recommended Actions buttons are important tools in conveying inspection findings to your clients.
Each Recommended Action button can optionally prompt for a Timeline.
See the following examples of how the
Repair or Replace button and Replacement Timeline looks in both the PDF and Web sample reports:
To customize Recommended Actions, navigate to Settings -> Report Setup, then scroll down to Recommended Action Settings. Changes made will be reflected on any new reports created after the change is made.