Jobs on this device
Tap a job to pick up where you left off, or start a new one. Everything saves as you work — nothing is lost by closing the app.
Proposals
A proposal belongs to a client, not to a job — most are written before there is a project number at all. It lives here now rather than inside whichever job happened to be open.
Recently opened
Jobs opened on this device, most recent first. Tap one to pick up where you left off.
Back up and move a job
A backup is one file holding the whole job — details, materials, drawings and photographs. Keep one before a long day, or use it to move a job to another device.
Storage check
Everything this device is holding, including anything not showing in the list above. Use it when a job looks empty.
Proposal
Built on the signed go-bys. Fees, footnotes and the basis of the bid are yours to set.
Tick when you will also measure TVOC, PM2.5 / PM10, formaldehyde and CO₂. The proposal then follows the Westlake go-by (1500 Solana Blvd): IAQ assessment & mold sampling, the outdoor-comparison benchmark, and a report for each building.
Take a screenshot of the e-mail asking for the proposal, then add it here (or paste the e-mail text). The client and the project site fill in; anything already typed is kept.
Client
Every client a proposal is built for is remembered and shared with every phone and computer running the app — pick one and the name, attention, address and their usual payment terms fill in.
Import clients from QuickBooks or Outlook
In QuickBooks Online: Sales → Customers → the export icon → Export to Excel. Then choose that file here.
Contacts with a company name or address are added; clients already saved here are left as they are.
Project
Samples
IAQ measurements — areas and reports
Lead inspection
The fee for the report shows as INCLUDED when its line is left blank. Confirmatory paint-chip samples are quoted separately, as the go-by says.
Type the project number of the survey this abatement follows, or read the survey report PDF itself. The asbestos-containing materials, quantities and report date come across.
Payment terms
Each one ticked adds its line under the fee table and its wording to the Payment clause in the Terms and Conditions.
Proposal accepted?
Creates the project in ClickUp with the next project number, attaches this proposal, and puts it on the calendar. Pick the start date now.
Projects
Start a new project
Four steps — the fourth is optional. The job you have open is never touched.
Site information for the report Fill it in now and nobody has to go back for it. All optional.
It shows under Mine on their Today, and they are invited on the calendar.
Nothing to fill in. Tap the button below.
Optional. Leave the date blank and put it on the calendar later from the Job tab.
Lab reports
New Moody and MoldLab reports file themselves onto their ClickUp task every 15 minutes. When an asbestos survey’s field record is already on the task, a DRAFT report is built and attached too, for review and signature. The ones listed here could not be matched — type the project number and tap File.
Worth chasing
Project
Type the project number and pull the rest from ClickUp.
Pull brings the project down from ClickUp; Send details puts your edits back up.
Ready for the field
Sends the client details and the plan sheets you loaded on the Drawing tab to ClickUp. When the inspector types the project number and taps Pull, the job opens with all of it in place.
Site
Client
Inspection
Fills the name, title and licence. Asbestos licences are DSHS; mold is TDLR.
Send a job sheet to a subcontractor
For inspectors without Precision e-mail: a one-page PDF with the project number for the COC, the lab, and what the report needs.
Pick what this job is. The tabs, the report and ClickUp’s Project Type follow it.
Set by the job type above — change it only if the tabs are wrong.
Tick this only when you have walked the areas in scope and there is nothing suspect to sample — a metal building on a concrete slab, new walls going into a bare shell. You are recording a professional finding, so it is yours to make, not the app's.
Drew Consulting jobs carry no Precision details.
Filing
Every version is kept for a while — on this device and on ClickUp. Bring back a deleted sheet, material or sample, or roll the whole job back.
Anything you could not get into. It prints in the report, which is what protects you if something turns up there later.
Paper form
Photograph a filled-in v9.12 sheet and it fills this job in. Check every field afterwards — handwriting gets misread.
Materials
One card per material. Set how many samples you took and the numbers assign themselves.
General photos
The building, the site, conditions — anything not tied to a sample. They go in the report’s photo log after the material photos.
Lab report
Import the Moody PDF and the materials, sample numbers and results fill themselves in. You still place the pins on the plan.
Mold assessment checklist
Tap what you found. Each area you add becomes a sentence in section 4.0 — e.g. “In the Men’s Locker Room, the drywall showed no water staining or visible mold growth, and moisture readings were within normal ranges.”
Sampling conditions
Areas
One per room or space you looked at. Defaults are the clean answers — change only what is different.
Attic and crawlspace
Areas not accessed
Rooms or spaces you could not get into. They print in section 4.0 and as a limitation in 6.0.
Consumer Mold Information Sheet
The TDLR sheet is printed at the back of the report. Say how the client got it.
Outdoor and other readings optional
Room readings now go in each area above (IAQ meter readings in this area). Add the outdoor reference here, and any spot that is not one of the areas. Leave blank what you did not measure. All of them print as the two readings tables in the report.
Other photographs
Area photos are taken from each area card. Use this for anything else — exterior, HVAC, the outdoor sample.
Post-remediation checklist
Tap what you verified. This writes the procedure, results and conclusions of the post-remediation report; the MoldLab results above do the rest.
Containments
One per containment or work area. Defaults are a passing area — change only what is different.
Samples
Every air and surface sample you take, in order. They print on the chain of custody for MoldLab (Chain of custody step).
Who & what lab (for the letter and data sheet)
Samples
Residential clearances normally run 1 to 3 area samples.
Photos
They go in the letter appendix and attach to the ClickUp task.
Photograph every area in scope — floor, walls, ceiling deck, and anywhere new work will tie in. These go in the report as the record that nothing suspect was present.
Pick as many as you like. They are resized for the photo log as they come in, so full-size camera pictures are fine.
Buildings on site
Letter them first — everything below uses the letter, not a name, so relettering later breaks the links.
A. Whole site
Shoot once, not per building.
B. Each building
C. Observations
Tick what you see. Name the building and the room — "Bldg B, mechanical closet" beats "mechanical closet".
D. Suspect ACM — visual only, not sampled
Under ASTM E1527-21 this is not a REC. It drives a recommendation for a separate asbestos survey under 40 CFR 61 Subpart M, required before renovation or demolition regardless of this assessment — it is not a finding of this report. Do not sample; record and photograph.
E. Additional photographs
Day
Project
Location detail (terminal / concourse / columns / row)
You and the lab (saved on this job)
Containments
Your hours
Total on site: — h
Crew on site
Photograph the contractor's sign-in sheet at the end of the day so late arrivals are on it, or pick their PDF printout. Rows are read and matched to the roster — you approve each one — and the sheet is saved for the office's DFW paperwork check.
Add by hand (not on the roster)
Air samples
Activity log
Photographs go on the entry after it is added — each one is compass-stamped.
Material
One set per material, not per sample.
Tap a number to set it by hand — useful when a material is added after the fact. Numbers you set are ringed in gold.
Set once Moody reports. Drives the colour on the drawing.
Assumed material is treated as ACM on the drawings, in the report and in the quantities, and prints in Section 5.1.
Used for this material on the ACM drawings and in the key.
Sample locations
One sheet per building or floor. Load its plan, then tap where each sample came from.
Or drag the gold dot above the shape. It snaps every 5°; hold Shift for any angle. Keys: [ and ].
For a material that runs throughout, like a ceiling.
Redraw a hand sketch as a clean plan. Wall: drag from corner to corner — walls run straight and join at the corners. Door: tap a wall (tap the door again to swing it the other way). Room name: tap inside a room.
Lab materials: the numbers on your Materials tab. Numbered locations: no lab report needed — 1–15 are ready, rename any (TL1, TL2…) or add more.
Tap a label, then tap the plan. Tap a pin already on the plan to rename it. To move one, use the Move tool.
Drawing information
These apply to the whole job. Each drawing’s own name, plan file, source and north are under This sheet.
Leave blank to list your sheet names.
This sheet
Leave blank to use the sheet name. This is what prints in the title block, so a job with a church and a house gives each drawing its own.
Placing a sample fills in its room from the nearest room name on the plan, when the room is blank.
Applies to every drawing on this job. Tap the chosen one again to follow the job’s brand. None prints the plan and pins only, with no frame or title block.
Reports & deliverables
Everything the office sends out, built from what is already in this job.
OSHA asbestos air sampling report
Cover, cover letter, sections 1.0 to 7.0 with the results table, then the PCM data sheet (Appendix A) and the licences (Appendix B). Client, site, date and the AMT come from the job; minutes, volume and the 8-hour TWA are worked out.
Survey report — no suspect materials
Cover, scope, methodology, the negative finding, limitations, your photographs and the licence copies. A draft for review and signature like any other report.
Signature
Mold assessment report
Cover, letter, sections 1.0 to 6.0 with the spore trap and surface tables, the mold drawing, your photographs and the licence pages. Built from the MoldLab results and your assessment notes. A draft for review and signature.
Residential / bulk sampling summary letter
One letter on letterhead: what was sampled, where and how many, the result, the lab paragraph and your signature \u2014 then the lab report (Appendix A) and the licences (Appendix B).
Or the full survey report:
Asbestos survey report
Cover, sections 1.0 to 7.0, the sample table, the drawings, captioned photographs and the licence copies. Comes out as a draft for review.
Abatement specification
Drafted from the DSHS notification (schedule, method, quantities, contractor) and the asbestos survey at this address, which goes in Appendix B. The survey report is also copied into the project file. A draft for Brian to review.
Daily field log
Abatement closeout report
Built from the field log above when there is one; otherwise import the office's workbook. Either way the same reader builds the project table, containments, area and personal air results.
Residential clearance letter
The one-page clearance letter, the PCM data sheet and the DSHS laboratory certification — one PDF, as in the go-by. Built from the samples on the Samples tab, or from the crew’s PCM data sheet. A draft for review and signature.
Signature
Send to ClickUp
Attaches the data sheet and photographs to the project task.
Site reconnaissance log
Everything captured on the Site recon tab, laid out as a filled field record — buildings, the site-wide and per-building shots, what was ticked on the observation and suspect-ACM checklists, and the extra photographs. This is a field record for the file, not the ASTM report.
Upload to a project
Find the project, choose what to send, and it goes onto that project’s ClickUp task with a note saying what was added.
Individual pieces
Positives only is the usual choice when the report covers ACM alone.
Same setting as the drawings. None prints the photographs and captions only, with no frame, logo or footer.
Edit any caption, or tap AI to have one written from the photograph. Clear a caption to go back to the automatic one. Add photographs that are not tied to a material below.
Send to ClickUp
The same Send as the check mark at the top: everything the office needs goes on the project task, and it tells you first if anything is still missing.
Google review request
Never sent automatically — only when you tap this button. It goes from the office mailbox straight away and cannot be recalled, so the address is shown before anything leaves.
Before submitting
Signature
Sign below, or upload a signature image once and it is used on every report and proposal from this device.
Form preview
Print or save as PDF — it comes out as the v9.12 form.