This guide covers how to complete an Inspection Service Ticket in the field using Terial's mobile app, including selecting sections, adding property photos, filling out work items, recording time and materials, and submitting for office review.

Video Tutorial: Watch this short video to master completing an Inspection ticket in the field.

Note: Clicking Save or Save & Complete is equivalent but the latter adds a checkmark. Expand and collapse sections using the ^ (caret) next to each tab.

Step 1: On your home screen, select the ticket that's assigned to you. Click "Start Work Order" on tablet or mobile device.

Step 2: Add a Property Overview photo, click "Section" to select the area you want to inspect, then fill out the roof grades and any other required information for that section.

Step 3: Add any section photos you have relating to the inspection.

Step 4: Begin your Work Item Summary by adding a work item and select from the drop down the work item. Select Okay.

Note: Needs Attention will be a future status.

Step 5: Mark the priority level, populate the additional fields, and place pins on the section. Repeat steps to complete work on multiple sections, if required.

Step 6: Add Work Item Photos. Click on the photo to add captions.

Step 7: Fill out Time Cards and Materials used.

Time Cards: Add one time card per technician (you'll have at least 2 time cards per ticket).

If Materials Used: Select materials from a pre-set list. Write Crew Notes if a material is missing. Select Save & Complete.

Step 8: Send Ticket for Review by Office Staff. Once completed, click on the logo to take you back to the home page.

Congrats! You've completed an Inspection Work Order.

Note: Clicking Save or Save & Complete is equivalent but the latter adds a checkmark. Expand and collapse sections using the ^ (caret) next to each tab.

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