You build customer inspections using the form builder - this works the same way as the standard form builder, but all forms created here will sit within the QA section.
You can also configure notification settings so the right people are alerted when a checklist fails.
Building Your Inspection Form
Select the Quality Assurance tile.
Click on the Inspection Forms tab.
Click + New Checklist to open the form builder.
Build your form using the same method as the standard form builder (see how here: Create new form).
To set up fail notifications
Go to 'Additional Options' Section
First Toggle Enable Scores - this will create a pass / fail score which you can use to trigger the failure notification(see how to add Scoring on Forms)
Under Send notifications to cohorts, select the relevant cohort you want to send a fail notification to (e.g. Site Managers & Contracts Managers).
Toggle Restrict notification to Key people for the Site on. When a checklist fails, an email notification will automatically be sent to the people configured above.
💡 Tips
Use the Additional Options section to enable scoring and automatic fail notifications so issues are flagged immediately.
Keep your inspection forms focused — shorter, well-structured checklists are easier for site teams to complete on mobile.
Set the notification cohort to Site Managers and Contracts Managers so the right people are alerted to failed inspections.