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Scheduling, Capturing Defects and Reporting

🔧 How to Schedule & Complete an Asset Inspection

Stay on top of compliance with streamlined inspection scheduling and tracking in Fieldmagic. Here’s how it works:

✅ 1. Set Up Asset Types & Checklists

Define your fire extinguisher asset type and link it to a compliant inspection checklist. Be sure to pre-load any known defects so they’re ready for fast allocation during inspections.

🔁 2. Create a Recurring Job

Set up a recurring job for routine servicing. Choose the job frequency, customer, site, and relevant asset types—all from a single screen.

📆 3. Generate Upcoming Jobs

Filter by jobs due in the next 30 days and generate them in bulk to save time. You can also preview each job before confirming.

📅 4. Schedule Today’s Inspection

Pick the job you want to run today and schedule it with a single click—perfect for ad-hoc or overdue inspections.

📲 5. Open the Mobile App

Field staff can access all scheduled jobs on the mobile app—even when offline. Jobs sync automatically once connected again.

🔍 6. Conduct the Inspection

Scan asset QR codes to load the checklist, mark pass/fail, and add notes. Fieldmagic makes it fast and paperless.

🚨 7. Allocate Defects

If something fails, allocate defects on the spot. Use voice-to-text for quick comments and ensure everything’s documented clearly.

📝 8. Review & Save Results

Double-check the inspection outcomes, confirm defect logging, and save to update the asset’s compliance status.

📦 9. Update the Job Status

Wrap up by changing the job status to Awaiting Invoicing—this keeps your workflow tidy and traceable.

🧾 10. Generate an Inspection Report

Choose between a full checklist or summary report. Send it straight to your client along with the invoice.