Renovation Review (Field)
Renovation Review (Field) is a photo-first inspection type built for how the crew actually works on site: open the app, pick the customer and the pool, and walk the renovation capturing photos as you go. It exists because the standard Spring inspection asks for pricing, mappings, and Salesforce submission that a field tech documenting a renovation does not need. This flow strips that away and optimizes for one thing — getting a complete, well-organized photo record off the phone and into the system with as few taps as possible.
Renovation Review (Field) is currently the default for every new inspection. While the company-wide renovation push is on, a new inspection starts as a Renovation Review (Field) for every division and role. When you need a Spring inspection instead, switch it with the Inspection Type dropdown on the New Inspection screen. This default is temporary and will be turned off when the push ends.
How it fits
Unlike the Standard Workflow, there is no pricing step, no Other Repairs, and no manual Salesforce Opportunity submission. Completing the review is the end of the field task.
Starting a review
The first time a user opens the app for a Renovation Review (Field), a short guided tutorial walks through the flow, and an Add to Home Screen prompt offers to install the app so it launches full-screen like a native app and is quicker to reach next time.
Starting a review is account-first, matching how inspections are now filed:
- New Inspection — the type defaults to Renovation Review (Field).
- Pick the account — the customer the renovation belongs to.
- Pick the body of water — the specific pool, spa, or feature being renovated. If the pool is not on file yet, it can be created during this step.
- Walk the renovation — capture photos section by section.
The walkthrough
The walkthrough is deliberately photo-led. Each section is a place to add photos with short notes rather than a long form of typed answers. The goal is a consistent, section-organized set of images that a supervisor or estimator can review later without having been on site.
Photos captured here are offline-durable — if service drops mid-walkthrough, images are queued on the device and uploaded automatically when the connection returns. See offline behavior for how the app protects queued work before completion.
What the screen does for you
The walkthrough is built for a phone held at arm’s length in direct sun, and several behaviors exist specifically because of where it is used:
| Behavior | Why it is there |
|---|---|
| Progress counts only photos you have actually taken | An optimistic count that includes queued-but-unsent work tells you that you are finished when you are not |
| Tap any of your photos to view it full screen and page through | Checking focus and framing on site, while you can still retake the shot |
| Thumbnails in the form, not full-size camera images | A photo-heavy review used to crawl; originals are untouched and still back the PDF report |
| Deleting a photo updates the photos-left count immediately | The count and the nudge can never disagree about what is missing |
| A blocked Complete points at the exact missing photo | ”Something is missing” is not actionable when you have already left the pool |
| Example photos work offline, even in sections you have never opened | Reference images are useless if they need signal you do not have |
| High-contrast surfaces, fully-tappable Yes/No rows, large-text support | Sunlight, wet hands, and gloves |
If your sign-in expires mid-walk — during capture, saving, or a reload — the app shows one sign-in banner and keeps your work on the device. It never presents a dead-end upload or save error. Sign back in and continue from where you were; a review reloaded while offline resumes with its real progress intact.
Completing a review
The Complete button appears only once every required photo is in. While photos are still outstanding the toolbar shows just Back, Summary, and Next — so the checkmark can never be mistaken for “finish the page”. When Complete is available, tapping it asks one confirmation showing your photo tally before anything is sent to the office.
If finishing is blocked, the message tells you which kind of blocked it is: uploads that will finish on their own say so and ask you to hang tight, while a photo that genuinely needs your attention takes you straight to it.
Marking a review complete does three things automatically:
| On completion | What happens |
|---|---|
| Report | A bespoke photo-led PDF report is generated, laid out for the renovation photos rather than for priced line items. |
| Job Documentation | The review’s photos are copied into the pool’s durable Job Documentation gallery, so they live on the account permanently, not just inside the inspection. |
| Salesforce | When the Field Survey push is enabled, a Salesforce Field Survey is created recording the account, the body of water, and the inspecting tech — with a link back to the completed review. |
The Salesforce Field Survey replaces the older pattern of a separate supervisor review and manual hand-off: the record is created the moment any user marks the review complete, so there is no second internal step. See Salesforce Integration for the object and fields written.
After completion
A completed review lands in the Renovation Reviews queue, where a manager picks it up. From there it either gets the one-tap Reviewed by Manager flag, or — in pilot divisions — travels the full review → proposal pipeline toward a customer quote.
If the reviewer finds something the walkthrough missed, they can raise a Manager Request asking you to go back out for a specific photo, measurement, or spec. Those arrive in your Requests inbox, and any Level 1 tech can answer one.
Who can run it
Renovation Review (Field) was built as a Level 1, entry-only flow, and it remains fully usable at Level 1 — no pricing visibility or Salesforce submission rights are required. While the company-wide push is on, every role and division sees it as the default inspection type. Higher-level users can still switch a new inspection to Spring at any time from the Inspection Type dropdown.
Pitfalls
- Do not reach for pricing or Other Repairs here — this flow intentionally has neither. If the job needs a priced proposal, start a Spring inspection or use Expert Mode.
- Do not leave a review incomplete on a device that has gone offline expecting it to sync on its own before completion; open the app while connected so queued photos finish uploading.
- Do not assume a Field Survey was written if the push is disabled for the environment — the PDF and Job Documentation copy always happen, but the Salesforce record depends on the Field Survey push being switched on.
- Do not treat the temporary default as permanent. If a division should be on Spring inspections, switch the Inspection Type per inspection until the company-wide default is turned off.
- Do not hunt for a Complete button while photos are outstanding — it is deliberately absent until the review is ready, rather than present and refusing.
- Do not re-shoot a photo you already took because the form shows a smaller image. The form displays thumbnails for speed; the original is intact and is what the PDF uses.
Related pages
- Standard Workflow covers the priced Spring inspection path this flow deliberately skips.
- Job Documentation is where completed review photos are preserved on the account.
- Salesforce Integration documents the Field Survey record written on completion.
- Accounts & Filing explains the account-first start shared by every inspection type.
- Review → Proposal Pipeline is where a completed review goes next.
- Manager Requests is how a reviewer asks you to go back out.