Questions, triggers, and answer logic

Questions are the inspection items the inspector answers inside each section. Beyond simple questions, you can set up triggers — rules that cause a follow-up question or item to appear based on how the inspector answered a previous one.

Adding a question

1. In the template editor, navigate to the section, group, or item where you want to add the question.

2. Click + Add Question.

3. Set the question text and answer type.

4. Save.

Answer types

Each question has an answer type that determines how the inspector responds in the report editor:

• Yes / No — a two-option toggle.

• Single choice — pick one option from a list you define.

• Multiple choice — select all that apply from a list you define.

• Text — free-form typed response.

• Number — numeric input.

For single and multiple choice questions, you add the answer options in the template editor. Click + Add Option to add each choice.

Making a question required

Toggle the Required option on a question to make it mandatory. Inspectors cannot publish a report with unanswered required questions. Use this for questions that should never be skipped.

Setting a default answer

You can set a default answer that pre-selects a value in the report editor. This speeds up inspection for questions where the typical answer is almost always the same (for example, "Is the panel accessible? → Yes" might default to Yes, so the inspector only has to act if the answer is different).

Triggers

A trigger is a rule that causes something else to appear in the report based on an answer. Triggers let you build adaptive, branching inspection flows — follow-up questions only appear when they are relevant.

How triggers work

You set up a trigger on a question by defining:

• The condition — which answer value causes the trigger to fire (for example, "If the answer is No…").

• The target — what appears when the trigger fires (a follow-up question, a deficiency, a narrative).

Example

Question: "Are all GFCI outlets functional?" Trigger: If "No" → show question "Describe the location of the non-functional GFCI outlet(s)."

The follow-up question only appears if the inspector answers No. If they answer Yes, the follow-up stays hidden and the report is clean.

What can be triggered

• Another question (follow-up question).

• A deficiency that pre-populates in the report (so the inspector does not have to type it from scratch).

• A narrative that appears as a starting point for the inspector to edit.

Tips for good question design

• Keep question wording short and unambiguous. "Is the electrical panel properly labeled?" is better than "Were you able to verify that the electrical panel's breakers had appropriate and visible labels applied?"

• Use single choice for mutually exclusive options, multiple choice for "select all that apply" situations.

• Reserve required questions for items where a blank answer would create a professional or legal problem.

• Use defaults and triggers to reduce repetitive typing for inspectors.