Send Chimney Inspection Report

Job Status Changed to CompleteProfessional Report Sent to Customer

Instantly deliver detailed chimney inspection reports to customers the moment service is completed. Eliminate manual report generation and ensure every client receives professional documentation immediately after inspection.

Quick Answer

To automatically send chimney inspection reports when jobs complete: Connect your service management system to trigger when job status changes to complete, capture all inspection data and photos, generate a formatted PDF report with findings and recommendations, and immediately email the report to the customer with a professional message.

How This Automation Works

Job Status Changed to CompleteProfessional Report Sent to Customer

1

Job Completion Detected

The system monitors your service management platform and detects when a chimney inspection job status changes to complete, immediately capturing the job ID and triggering the report generation process.

2

Inspection Data Collected

All relevant inspection data is automatically gathered including customer information, property details, inspection findings, safety observations, measurements, technician notes, timestamps, and uploaded photos from the completed job.

3

Professional Report Generated

The collected data is formatted into a professional, branded PDF report using your customized template, with findings organized by category, photos positioned appropriately, and recommendations clearly highlighted.

4

Customer Email Prepared

A personalized email is composed using the customer's name and property address, with the inspection report attached as PDF, and including any relevant follow-up information or scheduling links.

5

Report Delivered and Archived

The email with attached report is sent to the customer's email address, a copy is saved to the customer's record in your system, and delivery confirmation is logged for your records.

Automation Complete

How It Works

Transform your chimney inspection workflow by automatically generating and sending comprehensive inspection reports to customers immediately upon job completion. This process captures all inspection data, safety findings, recommendations, and photographic evidence, then compiles everything into a professional PDF report that's instantly delivered to the customer's email. By removing the manual steps of report creation, data entry, and email composition, your technicians can focus on quality inspections while customers receive immediate documentation of their chimney's condition. The system ensures consistent report formatting, complete data capture, and timely communication that builds trust and professionalism. Perfect for chimney sweep businesses, fireplace inspection services, and HVAC companies offering chimney services who want to streamline their reporting process and improve customer satisfaction.

The Trigger

When a chimney inspection job is marked as complete in your service management system, the process immediately captures all job details, inspection findings, measurements, safety observations, photos, and technician notes to begin report generation.

The Action

A comprehensive, branded inspection report is automatically generated with all findings, recommendations, and photos, then instantly sent to the customer's email address with a personalized message and optional follow-up scheduling link.

Common Use Cases in Chimney

  • Residential chimney sweep companies sending inspection reports after annual cleanings and safety inspections
  • Fireplace installation businesses documenting new installation inspections and system commissioning
  • HVAC companies providing chimney inspection reports as part of comprehensive heating system service
  • Property management firms documenting chimney conditions for rental properties and safety compliance
  • Home inspection services delivering specialized chimney and fireplace assessment reports to homebuyers
  • Insurance restoration companies documenting chimney damage assessments for claims processing
  • Real estate companies providing pre-sale chimney inspection reports to sellers preparing homes for market
  • Commercial building maintenance teams documenting industrial chimney and ventilation system inspections

Results You Can Expect

Eliminate Report Creation Time

45 min saved per job

Remove the manual task of compiling inspection data, formatting reports, and writing emails. Technicians simply mark jobs complete and reports are instantly generated and sent, freeing up nearly an hour per inspection for revenue-generating activities.

Deliver Immediate Customer Value

Same-day delivery guaranteed

Customers receive comprehensive documentation while the inspection is still fresh in their mind, often before the technician leaves their property. This immediate delivery demonstrates professionalism and builds trust in your services.

Ensure Consistent Quality

100% report completeness

Every report follows the same professional template with all required information included. Eliminate inconsistencies from different technicians or rushed manual reporting, ensuring every customer receives the same high-quality documentation.

Improve Cash Flow Speed

2x faster payment collection

When customers receive detailed reports immediately with clear recommendations and pricing, they're more likely to approve and pay for suggested services quickly. Faster documentation leads to faster decision-making and improved cash flow.

Reduce Administrative Workload

90% less office follow-up

Office staff no longer need to chase technicians for completed reports, manually format documents, or follow up with customers about pending documentation. The entire process runs automatically without administrative intervention.

Create Comprehensive Service History

Complete digital records

Every inspection report is automatically archived with customer records, creating a valuable historical database that helps identify recurring issues, track property conditions over time, and provide continuity across service visits.

Frequently Asked Questions About This Automation

Automated chimney inspection reports typically include the inspection date and technician information, detailed findings for each chimney component (flue, liner, crown, cap, damper), safety concerns and hazards identified, photographic evidence of conditions, measurements and specifications, cleaning or repair recommendations, compliance with safety standards, and next maintenance schedule. The report is formatted professionally with your company branding and can be customized to include additio

Powered by Fieldproxy

Set Up Automated Report Delivery in Minutes

Stop doing manual work that software can handle. Fieldproxy makes it easy to set up this automation and dozens more - no coding required. Our AI builder helps you customize everything to match your exact business process.

Time Saved
45 minutes per inspection
ROI Impact
3x faster customer delivery

Related Automations

View all chimney automations