Smart Form + WorkflowStaff Pick

Post-Installation Inspection Form (Mobile)

Verification from the driveway

Browse Templates
Phone mockup of a checklist mid-inspection with a photo thumbnail grid and a green 'Pass — release payment' button.

Built for a phone in a member's basement. The inspection form pulls the original application's equipment details so the inspector verifies model and serial against what was claimed, captures geotagged photos, and records pass/fail per checklist item. A fail routes back to the contractor with the specific deficiencies; a pass releases the rebate payment automatically.

What's included

  • Mobile inspection checklist
  • Application data pre-loaded for verification
  • Required geotagged photo capture
  • Pass/fail routing (fail → contractor, pass → payment)

Features showcased

Save adds this template to your workspace. New to SaaS eForms? Your free trial starts when you save. Customize everything once it's in.

  • Form Logic Pack
    Measurement & Verification

    Deemed Savings Calculator Library

    Savings math, embedded at intake

    A library of pre-built deemed savings calculations — heat pumps, HPWH, thermostats, weatherization — that drop into any application form.

    Dynamic FormsReporting & InsightsDatabases
    Intermediate30 min setup
    View Template
  • Report + Schedule
    Measurement & Verification

    Annual Savings Report (kWh / kW)

    The year-end scramble, pre-empted

    An auto-generated annual savings rollup by program and measure — the report your G&T and state office ask for, built continuously all year.

    Reporting & InsightsWorkflow AutomationAuditability & Security
    Starter10 min setup
    View Template
  • Workflow
    Measurement & Verification

    Inspection Scheduling & Sign-off Workflow

    Sampling, scheduling, and sign-off

    A QA workflow that samples approved rebates for inspection at your chosen rate, schedules visits, and holds payment until sign-off where required.

    Workflow AutomationReal-time Status TrackingAuditability & Security
    Intermediate25 min setup
    View Template
  • BundleMost Popular
    Program Starter Kits

    Complete Rebate Program Starter Kit

    A full rebate program in one save

    The whole rebate stack in one bundle: application form, review workflow, budget tracker, notifications, inspection form, and reporting — pre-connected.

    Dynamic FormsDocument CollectionWorkflow Automation+3
    Starter30 min setup
    View Template

Post-Installation Inspection Form (Mobile)

Free with any plan · Sets up in 20 min

Post-Installation Inspection Form (Mobile)

Free with any plan · Sets up in 20 min