Problem

The company needed to streamline their property inspection process to grow their business.

Key Considerations

Needed to incorporate the user's current workflow.
Easily create new reports.
Friendly UI that leveraged existing user mental models.
Multiple iterations based on user feedback.

Background

ProTec Building Services (ProTec) was founded in 1996 with a mission to provide a range of services and guaranteed quality work by Professional Technicians to HOAs and managers.

ProTec came to the team looking for a better solution to replace their current mobile inspection app. Their current app was not saving them time and was causing frustration.

Users

The users are ProTec Property Inspectors who needed a mobile app that would let them create multiple report types for a property listing potential issues.

Understanding the Workflow

It was important for the team to know the types of reports and the kinds of items that the users would be adding to the reports. We broke down the reports and item types by using an "objects and tasks." information architecture technique to understand the relationships between all the elements better.

We then spoke with the users and made some iterations based on some new edge cases we had not initially considered. We ended up presenting the users with the reports that needed to be completed the soonest to help them prioritize their workload. They then would be able to quickly start a report and add items by simply snapping photos of the issues they found.

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