Assessment evidence insurers can trace
Capture damage, maintenance, and context photos with room and zone references suitable for claims files. Insurance assessment report types are in the catalog; use Building inspection PDF export for formal packs now.
Report types
Insurance assessment is listed in the report type catalog. Field capture is available now; the Insurance assessment PDF layout is not shipped yet. Building inspection PDF export is the supported deliverable today.
Where teams use Site Reports
Typical jobs in this sector and the workflows that support them.
Damage documentation with location context
Tie each photo and note to a room or zone so adjusters reviewing the file six months later see exactly where evidence was taken.
Key workflow: Linked evidence
Repeat inspections after repairs
Store pre- and post-repair captures in one project on separate layers or dated exports for manual comparison.
Key workflow: Project history
Exportable packs for claims handlers
Building inspection PDF export delivers photographic and narrative sections appropriate for third-party review while specialised insurance layouts are developed.
Key workflow: PDF export
The outcome
Speed up claims documentation with structured captures that reduce back-and-forth over missing context.
Related pages
From site walk to signed-off report
Three steps inspectors finish on site before they leave the property.
- 1
Zones and rooms
Define rooms and areas on site or from a plan so every finding has a clear location.
- 2
Photos and notes
Attach photos, severity, and narrative notes per finding while you walk the property.
- 3
PDF export
Compile captured evidence into a structured PDF report for clients and stakeholders.
Insurance assessment questions
Common questions about capture, PDF export, and team workflows.
Is Insurance assessment PDF export available?
Can I include floor level survey data?
Does AI write the assessment narrative?
Is data suitable for regulated insurers?
Start capturing in insurance assessment
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