Welcome to the Ekotrope ONSITE Inspection App. This guide walks through the overall flow of the app and points you to deeper articles for each step. If you are new to the app, start here.
What the App Does
The Inspection App lets you perform energy inspections from your phone, tablet, or desktop — even when you do not have an internet connection. Your form answers and photos are saved on your device as you work and uploaded to Ekotrope as soon as you reconnect.
The app runs in your browser as a Progressive Web App (PWA). There is no separate install from an app store — you use it by opening the app URL in your browser. For the best experience, install the PWA on your home screen when prompted.
Who Uses the App
There are two roles. What you see on the home screen depends on which role your account has.
| Role | Primary Use |
|---|---|
| Inspector | Field inspectors who open assigned inspections, fill out forms on-site, attach photos, and submit. See Using the Inspector Dashboard. |
| Dispatcher | Coordinators who create and assign inspections, reassign inspectors, and import inspections in bulk from a CSV. See Using the Dispatcher Dashboard. |
The End-to-End Flow
At a high level, here is the complete lifecycle of an inspection.
1. Log in. The app uses your Ekotrope RATER credentials. Your organization and role are determined automatically by your account. See Logging In and Your Organization.
2. Find your work on the home screen.
• Inspectors see their assigned inspections as cards grouped by date (Overdue, Today, Tomorrow, Upcoming). See Using the Inspector Dashboard.
• Dispatchers see every inspection in the organization as a sortable table, plus tools to create and import inspections. See Using the Dispatcher Dashboard.
3. Prep for offline work. Before leaving for a job site with poor signal, make sure your inspections are marked Ready Offline. The app does this automatically for today and tomorrow, but you can also prep any inspection manually. See Downloading Inspections for Offline Use.
4. Fill out the form. Forms are organized into sections, groups, and fields. Your answers save automatically as you type. You can repeat items like windows and equipment, and switch between Tabbed, Accordion, and Grid views based on your preference. See Filling Out an Inspection Form.
5. Take photos. Photo fields let you attach images directly to the specific item on the form. You can rotate, move, and delete photos, and adjust photo quality in Settings based on your connection. See Taking and Attaching Photos.
6. Submit. Tap Submit Inspection, confirm options (such as signing the report or sending it to the builder), and the app uploads everything. If you are offline, the submission is queued and will upload automatically when you are back on a connection. See Completing an Inspection.
7. Sync. The sync status indicator at the top of the screen shows your connection and upload state at a glance. Green means everything is uploaded; orange means queued work is waiting for a connection. See Syncing and Data Issues.
Three Things That Keep Your Data Safe
Understanding these three points will save you a lot of worry in the field.
1. Everything auto-saves to your device. As you fill out a form, your answers are written to local storage continuously. Closing the app, losing connection, or switching between inspections does not lose work.
2. Submitting offline is normal. When you submit without a connection, the app stores your complete submission in a local queue. It uploads automatically when you reconnect. You will see "Inspection Saved — Will sync when connection is restored" — this is the expected behavior, not an error.
3. The app must be open to sync. Because the app is a PWA, it cannot upload in the background when closed (yet!). If you submitted offline and then closed the app, you need to reopen it while online for the queue to process. After a day in the field, open the app on Wi-Fi for a few minutes and watch the status indicator turn green.
Settings Worth Knowing Up Front
There are a few Settings you may want to visit before your first full inspection.
| Setting | Why It Matters |
|---|---|
| Inspection View | Pick Tabbed, Accordion, or Grid for how forms are displayed. Accordion is the default. See Filling Out an Inspection Form. |
| Photo Quality | Balanced is the recommended default. Switch to Efficient in the field if photos upload slowly. See Taking and Attaching Photos. |
| Export Options | Add an additional email address to receive CSV exports in addition to the one on your Ekotrope account. |
| Storage | Shows how much space the app is using and offers Free Up Space to clean up orphaned data safely. |
A Good First Day
If today is your first time using the app in the field, try this sequence:
1. At home or the office, on a reliable connection, log in.
2. Open your home screen and confirm your expected inspections appear (Inspector) or your org’s scheduled work looks correct (Dispatcher).
3. Inspectors: scroll through today’s cards and confirm each shows Ready Offline, or tap Prep Offline.
4. Confirm the sync status indicator is green with no pending syncs.
5. Head to the site. Do your first inspection end to end — filling in fields, attaching photos, submitting.
6. Back on Wi-Fi, open the app for a few minutes and watch the status indicator. Green with no pending syncs means everything uploaded cleanly.
Articles Referenced in This Guide
Each of these is a deeper walkthrough of one piece of the flow above.
• Logging In and Your Organization
• Using the Inspector Dashboard
• Using the Dispatcher Dashboard
• Downloading Inspections for Offline Use
• Filling Out an Inspection Form
• Taking and Attaching Photos
• Completing an Inspection
• Syncing and Data Issues
Getting Help
If something is not working the way this guide describes, check Syncing and Data Issues first — most common problems (stuck uploads, missing CSVs, slow photos) are covered there.
If you still need help, contact support with:
1. A short description of what you did and what you expected
2. The diagnostic report (Settings > Copy Diagnostic Report)
3. Your username and organization name
4. The inspection address or project name, if applicable
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