Eneris Documentation

Form Templates can be customized to define the specific structure of an inspection. Customizations are available without coding and include:

• Custom categories: Grouping components.
• Custom components: Adding or renaming inspection items.
• Custom fields: Creating new data entry fields.
• Custom field options: Adding or editing options within a field.
• Field Requirements: Setting fields as Required or Optional.
• Visibility: Hiding specific fields from the final report.
• Text Customization: Renaming fields, editing placeholders, default text, disclaimers, and limitations.

Reordering: Categories, components, and fields can be reordered. On mobile, press and hold to drag. On the web app, use the Reorder button, drag items, and select Done.

Form Templates are used to customize inspection lists and pre-fill report fields. They are applied when creating a new Inspection or adding a new Inspection Form to an existing Inspection. Templates allow users to:

• Customize categories (e.g., Roof, Plumbing, HVAC) and components (e.g., Water Heater).
• Define Shared Fields that appear in every component (e.g., Description, Condition, Risk).
• Define component-specific fields (e.g., Heating Energy Source for Heating Systems).
• Standardize responses via field options.
• Set default entries for common statements, such as general limitations.

Eneris (specifically the current version known as Eneris Elevate) is a cloud-based home inspection platform designed to streamline report writing and business operations. It is used by home inspectors, restoration and renovation professionals, building maintenance teams, property managers, insurance agencies, and pest control professionals. Key capabilities include:

• Cross-platform access (phone, tablet, computer) for documenting and generating reports.
• Generation of web and PDF reports.
• Integrated digital service agreements and professional invoicing.
• Customizable templates for different job types and team standardization.
• Multi-inspector job tracking and assignment.
• Offline mode with automatic data synchronization upon reconnection.
• Visual status indicators to track inspection progress.

The ISN integration synchronizes data between Eneris and the Inspection Support Network in both directions:

1. Orders: Inspections scheduled in ISN are automatically imported into Eneris as Inspections, including address, appointment time, client, and agent details. An Inspection Form is automatically created for the inspector.
2. Reports: When an inspector publishes a report in Eneris, the report link is registered on the matching ISN order for client and agent access via ISN.