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Inspection App

The Commercial Aquatics Inspection System is the operational app used by field inspectors, supervisors, and administrators across American Pool, Continental Pools, and Swim Club Management Group. It exists because field findings, Salesforce opportunities, item mappings, pricebooks, proposal documents, and review decisions need to stay connected instead of being reconciled manually after the work is already complete.

It connects mobile inspections to Salesforce Opportunities and proposal documents. The app captures findings, photos, quantities, and notes in the field; then guides qualified users through review, Salesforce submission, and customer proposal generation. Inspections are filed by account, and every pool carries a durable Job Documentation photo record.

While the company-wide renovation push is on, a new inspection defaults to Renovation Review (Field) for every division and role. Use the Inspection Type dropdown on the New Inspection screen to switch back to a Spring inspection. This default is temporary.

Core Spring workflow

The Renovation Review (Field) path is deliberately shorter — photo-first, no pricing, and no manual Salesforce submission. See its own page.

Major areas

  • Standard Workflow — the guided Spring inspection path for Level 1, 2, and 3 users.
  • Renovation Review (Field) — the photo-first renovation walkthrough, currently the default inspection type.
  • Review → Proposal Pipeline — how a completed renovation review travels to a customer quote, and who moves it at each rung.
  • Manager Requests — how a reviewer sends work back to the field for more photos, measurements, or specs.
  • Review Mode — the internal review step where a submitted inspection becomes a customer proposal.
  • Expert Mode — Level 4+ proposal construction directly from a division/customer pricebook.
  • Chemical Only Contracts — the Charlotte chemical delivery contract builder.
  • Job Documentation — the durable, per-pool photo and video record.
  • Accounts & Filing — the account-first way inspections, pools, and jobs are organized.
  • Admin Tools — product mappings, catalog setup, form editing, users, operations, pricebooks, and more.
  • Audit Log — the tamper-evident record of sign-ins, admin changes, and business activity.
  • Salesforce Integration — the objects, fields, and fallback behavior used by the app.

Source repository

The current source app lives at /data/projects/pool-inspection. It is a Next.js 14 App Router application backed by PostgreSQL, Prisma, AWS S3, NextAuth, and Salesforce REST APIs, and it is installable to a phone’s home screen as a progressive web app.

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Product DocsStandard Workflow