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THE BRANDLI TEAM

INSPECTION TRACKING FORM – TESTING VERSION

Automated Workflow & Sub-Job Management System

📋 WELCOME TESTER – SYSTEM OVERVIEW

🔄 PURPOSE & AUTOMATION:

This form FILLS THE GAPS that OnePoint can’t track:

  1. COMPLETE SUB-JOB TRACKING: Detailed management of all additional services
  2. SMART NOTIFICATIONS: Field changes trigger alerts to staff, contractors, and clients
  3. TIME-BASED REMINDERS: Never miss a 48-hour radon retrieval or contractor appointment
  4. CENTRALIZED DOCUMENTATION: All reports, lab results, and uploads in one place
  5. ESCALATION PATHS: Overdue items automatically escalate to managers

⚙️ CURRENT WORKFLOW:

Step What Happens
1. OnePoint Booking created in OnePoint (closed system)
2. Email OnePoint sends booking email → Forwarded to Google
3. Calendar Inspection added to Google Calendar
4. THIS FORM Staff enters preliminary info to start tracking process
5. ONGOING Form updated throughout inspection lifecycle

OnePoint handles main job well + some sub-job elements. This form fills ALL the gaps.

✅ CRITICAL TESTING INSTRUCTIONS:

  1. CHECK ALL 8 BOXES in “Additional Services Requested” to see every service section
  2. IDENTIFY which fields should trigger automations
  3. SPECIFY who should get notifications (names, emails, phone numbers)
  4. DETERMINE timing for reminders (immediately, 24 hours before, etc.)
  5. ANSWER all feedback questions in the colored sections

⚠️ AUTOMATION FOCUS:

Throughout this form, you’ll see AUTOMATION QUESTIONS in each section. These are CRITICAL – they help us configure automated notifications, reminders, and escalations that will save hours of manual follow-up.

🎯 KEY QUESTIONS TO CONSIDER:

  • Which status changes require immediate notification?
  • Who needs alerts when contractors are scheduled?
  • What reminders would prevent missed deadlines?
  • When should clients receive automatic updates?
  • How should urgent issues escalate if not addressed?

⬇️ REMEMBER: CHECK ALL 8 ADDITIONAL SERVICES BOXES TO SEE EVERYTHING ⬇️

Radon • Sewer Scope • Mold • Lead • Asbestos • Chimney • Termite • Water/Well/Septic

[ADD GRAVITY FORMS TEXT AREA HERE: “Initial Comments: What are your top 5 most important automations needed?”]
Enter the reference number from the OnePoint booking email
Direct link to OnePoint booking
Property Address
Enter the full property address.
MM slash DD slash YYYY
Select the inspection date.
Enter time in 12-hour format (hh:mm AM/PM).
Auto-populated from OnePoint
Auto-populated from OnePoint
Package selected for this inspection
Please enter a number less than or equal to 50000.
Base price for main inspection package
Inspection Status
Total revenue for all services
Booking Deposit Received

Client Information

Buyer Name
Auto-populated from OnePoint
Auto-populated from OnePoint

Agent Information

Leave blank if not provided
Leave blank if not provided

Additional Services

Select all additional services requested for this inspection
Additional Services Requested(Required)
For backup or additional inspector situations
Any special instructions or comments about this inspection
Main Inspection Priority Level
Log all client communications here
Report Quality Check Completed
Photos Quality Verified
All Required Documents Collected

Main Home Inspection Report

Accepted file types: *, Max. file size: 100 MB.
Upload the completed main inspection report PDF
Only if report is already in Dropbox – paste share link
Main Report Upload Status

Visual Inspection Agreement

Accepted file types: *, Max. file size: 100 MB.
Upload signed VIA document
Only if VIA is already in Dropbox
VIA Upload Status

🛑 STOP HERE – TESTER INSTRUCTIONS 🛑

MAIN INSPECTION SECTION REVIEW

INSTRUCTIONS FOR TESTER:

  1. REVIEW all fields in the Main Inspection section above
  2. IDENTIFY which fields should trigger automations
  3. SPECIFY who should get notifications and when
  4. ANSWER all questions below

QUESTIONS FOR TESTER:

  1. Is the $125 deposit amount correct for your business?
  2. Do you need the OnePoint Booking Link field?
  3. Are Plus/Premium/Prestige the correct package names?
  4. Should we auto-populate more fields from OnePoint?
  5. Do you need more inspector names in the dropdown?

🔔 AUTOMATION QUESTIONS:

  1. When inspector is assigned → Who should be notified?
  2. When status changes to “Confirmed” → Who gets alerted?
  3. When deposit is received → Should accounting be notified?
  4. When priority is “Urgent” → Should managers get immediate alert?
  5. What other field changes should trigger notifications?
  6. Should clients get automatic updates at certain status points?

RADON TESTING SERVICE

Complete this section for Radon testing equipment deployment and retrieval
Radon Test Status
Auto-populated from main inspector assignment
(backup)
MM slash DD slash YYYY
⚠️ CRITICAL: 48-hour timer starts from this exact time
MM slash DD slash YYYY
Must be within 48–52 hours of deployment
Accepted file types: *, Max. file size: 100 MB.
Upload 1–3 photos showing monitor placement
Describe exact placement (e.g., ‘Basement, NW corner, 3ft from wall, 2ft from floor’)
Accepted file types: *, Max. file size: 100 MB.
Upload radon test results PDF
Only if report is already in Dropbox
Radon Upload Status
(Optional)
Radon Priority Level
Mark Radon Complete

🛑 STOP HERE – TESTER INSTRUCTIONS 🛑

RADON TESTING SECTION REVIEW

INSTRUCTIONS FOR TESTER:

  1. REVIEW all Radon Testing fields above
  2. VERIFY the 48-hour timeline tracking is correct
  3. IDENTIFY critical automation points
  4. ANSWER all questions below

QUESTIONS FOR TESTER:

  1. Are MON001-MON005 your actual monitor IDs?
  2. Do you need more than 3 deployment photos?
  3. Is the 48-52 hour retrieval window correct?
  4. Should Radon always default to “Urgent” priority?

🔔 AUTOMATION QUESTIONS:

  1. When deployment time is entered → Set 48-hour reminder for retrieval?
  2. At 44 hours → Send urgent retrieval reminder to inspector?
  3. When status = “Equipment Deployed” → Notify backup technician?
  4. When results uploaded → Auto-notify client?
  5. If retrieval is late → Escalate to manager?
  6. Should we text reminders for time-sensitive radon deadlines?

SEWER SCOPE SERVICE

Video inspection of sewer lateral from house to street connection
Sewer Scope Status
Auto-populated from main inspector assignment
(backup)
Defects Identified in Sewer Line
Describe findings, location of defects, and recommendations
Accepted file types: *, Max. file size: 100 MB.
Upload sewer scope video file(s)
Only if video is already in Dropbox
Accepted file types: *, Max. file size: 100 MB.
Upload completed Sewer Scope Report Form
Only if form is already in Dropbox
Sewer Upload Status
(Optional)
Sewer Priority Level
Mark Sewer Complete

🛑 STOP HERE – TESTER INSTRUCTIONS 🛑

SEWER SCOPE SECTION REVIEW

INSTRUCTIONS FOR TESTER:

  1. REVIEW all Sewer Scope fields above
  2. CHECK the defects list is complete
  3. IDENTIFY notification needs
  4. ANSWER all questions below

QUESTIONS FOR TESTER:

  1. Is the defects checklist missing any common issues?
  2. Do you need to track video file size/format?
  3. Should we track which contractor performed the scope?
  4. Do you need fields for pipe material type?

🔔 AUTOMATION QUESTIONS:

  1. When major defects found → Immediately notify agent/client?
  2. When video uploaded → Auto-send viewing link?
  3. If “Root Intrusion” checked → Alert about potential repairs?
  4. When status = “Scope Scheduled” → Confirm with inspector?
  5. Should defect severity trigger different notification levels?

MOLD TESTING SERVICE

Laboratory mold analysis through EMSL Analytical
Mold Testing Status
MM slash DD slash YYYY
Date when EMSL confirmed sample receipt
Mold Sample Types Collected
List each sample location with number
Accepted file types: *, Max. file size: 100 MB.
MM slash DD slash YYYY
Accepted file types: *, Max. file size: 100 MB.
Mold Upload Status
(Optional) Enter EMSL invoice amount
Mold Priority Level
(backup)
Mark Mold Complete

LEAD TESTING SERVICE

Lead paint and water testing through EMSL Analytical
Lead Testing Status
MM slash DD slash YYYY
Lead Sample Types
List each paint sample location
Water Sample Collection
Accepted file types: *, Max. file size: 100 MB.
Accepted file types: *, Max. file size: 100 MB.
Accepted file types: *, Max. file size: 100 MB.
Lead Upload Status
(Optional) Enter EMSL invoice amount
Lead Priority Level
(backup)
Mark Lead Complete

ASBESTOS TESTING SERVICE

Asbestos fiber analysis through EMSL Analytical – PLM and TEM testing
Asbestos Testing Status
MM slash DD slash YYYY
Suspected Asbestos-Containing Materials
List each sample with location and material type
Safety Equipment & Procedures
Please enter a number from 1 to 30.
PLM Analysis Type Requested
Accepted file types: *, Max. file size: 100 MB.
Asbestos Upload Status
(Optional) Enter EMSL invoice amount
Asbestos Priority Level
(backup)
Mark Asbestos Complete

🛑 STOP HERE – TESTER INSTRUCTIONS 🛑

MOLD, LEAD & ASBESTOS TESTING REVIEW

INSTRUCTIONS FOR TESTER:

  1. REVIEW all three lab testing sections above
  2. VERIFY EMSL is your lab provider
  3. IDENTIFY lab result tracking needs
  4. ANSWER all questions below

QUESTIONS FOR TESTER:

  1. Do you use EMSL or a different lab?
  2. Are the sample type options complete for each test?
  3. Should all three have rush testing options?
  4. Is the chain of custody tracking sufficient?

🔔 AUTOMATION QUESTIONS:

  1. When samples shipped → Track expected results date (3-5 days)?
  2. When EMSL confirms receipt → Update status automatically?
  3. If results overdue → Alert staff to follow up with lab?
  4. When results show positive (mold/lead/asbestos) → Priority notification?
  5. When invoice received → Route to accounting?
  6. Should rush orders trigger different notification timeline?

CHIMNEY INSPECTION SERVICE

Level 2 chimney inspection by Clean Sweep contractor
Chimney Inspection Status
Contractor performing chimney inspection
Chimney Contractor Confirmation Received
Chimney Priority Level
MM slash DD slash YYYY
Accepted file types: *, Max. file size: 100 MB.
Chimney Upload Status
(Optional)
Mark Chimney Complete

🛑 STOP HERE – TESTER INSTRUCTIONS 🛑

CHIMNEY INSPECTION SECTION REVIEW

INSTRUCTIONS FOR TESTER:

  1. REVIEW all Chimney Inspection fields above
  2. VERIFY Clean Sweep is your contractor
  3. IDENTIFY contractor coordination needs
  4. ANSWER all questions below

QUESTIONS FOR TESTER:

  1. Is “Clean Sweep” your chimney contractor?
  2. Should this be editable or locked to Clean Sweep?
  3. Is “Level 2” always the correct inspection type?
  4. Do you need Level 1 or Level 3 options?

🔔 AUTOMATION QUESTIONS:

  1. When service requested → Auto-email Clean Sweep?
  2. Day before scheduled → Send reminder to contractor?
  3. When contractor confirms → Update status & notify team?
  4. If no confirmation received → Escalate to manager?
  5. When report received → Alert office to process invoice?
  6. Should contractor get copy of main inspection details?

TERMITE INSPECTION SERVICE

Wood Destroying Insect inspection by Pest Now contractor
Termite Inspection Status
Invoice Page Removed from Report
⚠️ CRITICAL: Confirm invoice page removed before client upload
Contractor performing termite inspection
Termite Contractor Confirmation
Termite Priority Level
MM slash DD slash YYYY
Scheduled date and time for Pest Now inspection
Accepted file types: *, Max. file size: 100 MB.
Upload complete report including invoice page – FOR INTERNAL USE ONLY
Accepted file types: *, Max. file size: 100 MB.
Upload termite report with invoice page removed. This is the client-safe version.
Only if the invoice-removed report is already in Dropbox
Termite Upload Status
(Optional) Enter Pest Now invoice amount
Mark Termite Complete

🛑 STOP HERE – TESTER INSTRUCTIONS 🛑

TERMITE INSPECTION SECTION REVIEW

INSTRUCTIONS FOR TESTER:

  1. REVIEW all Termite Inspection fields above
  2. VERIFY Pest Now is your contractor
  3. CHECK invoice removal process
  4. ANSWER all questions below

QUESTIONS FOR TESTER:

  1. Is “Pest Now” your termite contractor?
  2. Is the invoice page removal process clear enough?
  3. Do you understand why we need TWO upload fields?
  4. Should we track the invoice number from Pest Now?

🔔 AUTOMATION QUESTIONS:

  1. When service requested → Auto-email Pest Now?
  2. When report received → Alert staff to remove invoice page?
  3. If invoice page NOT removed → Block client upload?
  4. When marked “invoice removed” → Allow upload to OnePoint?
  5. Day before scheduled → Send reminder to Pest Now?
  6. When invoice paid → Update accounting records?

WATER/WELL/SEPTIC TESTING SERVICE

Water quality, well yield, and septic system evaluations
Water/Well/Septic Testing Status
Note any county-specific or special testing requirements
Water Priority Level
MM slash DD slash YYYY
Water Test Results Status
Accepted file types: *, Max. file size: 100 MB.
Water/Well/Septic Upload Status
(Optional)
Mark Water/Well/Septic Complete
Ready for Invoice Processing
Ready for Client Notification
Escalation Required

🛑 STOP HERE – TESTER INSTRUCTIONS 🛑

WATER/WELL/SEPTIC TESTING REVIEW

INSTRUCTIONS FOR TESTER:

  1. REVIEW the Water/Well/Septic section
  2. CHECK county list is complete
  3. IDENTIFY county-specific requirements
  4. ANSWER all questions below

QUESTIONS FOR TESTER:

  1. Are all Maryland counties you service listed?
  2. Do you service out-of-state properties?
  3. Are all water/septic system types included?
  4. Should we track specific contaminant levels?

🔔 AUTOMATION QUESTIONS:

  1. When county selected → Auto-populate testing requirements?
  2. When system type = “Well” → Notify well testing contractor?
  3. If test results = “Fail” → Priority notification to all parties?
  4. When “Property Verification” complete → Next step reminder?
  5. Should different counties trigger different contractor alerts?
  6. If septic system → Add septic inspection checklist?