Juniper Home Inspector App

Read through the article below or click to skip to the section that is relevant to you:

1. Getting Started
2. Walkthrough Configuration
   1. Construction / Developer Walkthroughs: Punch List Style
   2. Homeowner Walkthrough: Enhanced Style
   3. Using the Bulk Walkthrough Configurator
   4. Configuring a Homeowner Walkthrough (Individual)
   5. Sorting Checklists & Rooms
3. Adding Additional Walkthroughs
4. Completing a Construction / Developer Walkthrough
5. Completing a Homeowner Walkthrough
6. Submitting Individual Service Requests on the Mobile App
   
   
   

Getting Started

1. Download the app from https://apps.apple.com/ca/app/home-inspector-by-juniper/id6443896745 - available for the iPhone and iPad, or from https://play.google.com/store/apps/details?id=com.juniper&pli=1 for Android devices (phone and tablet)
2. Visit your Settings page in the Juniper web app (example https://app.hellojuniper.co/app/settings)
3. Once downloaded, open the mobile app and scan the QR code that is available at the bottom of the Settings page in the web app:
4. Enter your login credentials using  the same you use for your Juniper account in the web app. Note that the device on which you are using the app needs to be connected to the internet during the login process.
5. Once logged into the mobile app, you’ll see the list of units/suites available at the top of the page. To ensure you have the latest walkthroughs that have been configured or are available, pull down from the top of the screen to refresh the app (you need to be connected to the internet to access the latest data from Juniper).
6. Navigate to the unit/suite in which you’d like to complete a deficiency walkthrough by tapping on the unit label below the property title, or by searching using the search bar.
7. Once you’ve selected a specific unit, for pre-loaded construction or developer walkthroughs, select one of those options and log deficiencies as needed 
8. For homeowner walkthroughs or additional walkthroughs you’d like to run, you first need to configure the walkthrough in the web app and activate the walkthrough so it is in the ‘Begin’ status. For details on walkthrough configuration, see the Walkthrough Configuration section of this document below.
9. Once configured and activated to the ‘Begin’ status, go back to the mobile app and pull down on the screen to refresh the data in the mobile app (while connected to the internet).
10. The additional walkthroughs should now appear as available to complete in the mobile app.
11. As a final step, you can choose to avoid syncing unnecessary data. This is a way for you to improve loading time if the app is taking longer than expected to load. If the mobile phone icon is filled out, that means the sync is turned on. If it is not filled out, the suite will not sync to the app. By default, all suites will be set to ‘on’. Note, the colour will change based on your branding. 
    1. Turning the sync off means the app won’t request new data for the given unit, but the unit and walkthroughs will remain in the app. 

Walkthrough Configuration

Once a unit is created in Juniper, there are three initial walkthroughs available:

1. Construction 
2. Developer
3. Homeowner

 

 

Construction/Developer Walkthroughs: Punch List Style

Both the construction and developer walkthroughs use the punch list style version of a walkthrough, allowing you to choose the room/area, item using dropdown menus, and entering a description and adding photos.

Punch list style walkthroughs are typically used for internal deficiency reviews, and any deficiencies/service requests logged using a construction or developer walkthrough are only visible to internal users only, and not homeowners. No configuration is required for these walkthrough types, and can be started at any time.

 

Homeowner Walkthroughs: Enhanced Style

The homeowner walkthrough version should be used for pre-occupancy walkthroughs, and provide an enhanced walkthrough experience including checklists and additional media. Homeowner walkthroughs need to be configured to include checklists, media and other content.

 

Using the Bulk Walkthrough Configurator

The bulk walkthrough configurator allows you to create and apply the same walkthrough configuration to multiple suites at once, saving a significant time when setting up walkthroughs across an entire property. This feature is particularly useful for properties with many similar units that require the same inspection process. 

Step 1: Access the Bulk Walkthrough Feature

1. Navigate to the Properties page in your Juniper web app.
2. Click on the property where you want to add bulk walkthroughs.
3. In the property overview page, locate the Quick Actions dropdown menu in the top right corner.
4. Select Add Walkthroughs from the dropdown menu.

Step 2: Configure Your Bulk Walkthrough

When the "Bulk Add Walkthroughs" dialog opens, you'll need to configure the following settings:

If you selected enhanced walkthrough type, you'll need to add the checklist items:

1. Click +Add Checklist Item to add items
2. Enter descriptive checklist items (e.g., "Review appliances", "Test thermostat function")
3. Use the red delete button to remove unwanted checklist items
4. Important: Checklist items cannot be empty - ensure all fields are filled before proceeding

 

Step 3: Select Target Suites

1. Review the suite selection table showing all available suites in the property
2. Use the checkboxes to select which suites should receive this walkthrough
3. The table displays useful information for each suite:
   • Suite number
   • Current status (Available, Occupied, Sold, etc.)
   • Number of rooms/areas
   • Assigned homeowner (if applicable)
4. Select individual suites or use the header checkbox to select all suites at once
5. You can also sort the items in this table by:
   • Sute #
   • Status
   • Area
   • Homeowner

Step 4: Create Walkthroughs

1. Once you've configured all settings and selected your target suites, click Save Walkthroughs.
2. The system will process your request and create individual walkthroughs for each selected suite.

Step 5: Confirmation and Review

After successfully creating your walkthroughs, you'll see a dialog box confirming the following:

• Total number of walkthroughs created
• Summary of each walkthrough with its suite ID, permissions, and checklist item count
• Status indicators showing each walkthrough is ready to "Begin"

Click Done to close the dialog box.

Step 6: Verify Walkthrough Creation

To confirm your walkthroughs were created successfully:

1. Navigate back to the Suites tab in your property
2. Click on any suite that was included in your bulk creation
3. Select the WalkThrough tab within the suite
4. You should see your newly created walkthrough listed with
   • "BEGIN" status for Internal Walkthroughs
   • “ACTIVATE” For Homeowner or Occupant walkthroughs 
5. Repeat this verification process for any other suites as needed

Important Notes

• Walkthrough Status: All bulk-created walkthroughs will be in "Begin" status, making them immediately available in the mobile app
• Mobile App Sync: Remember to pull down to refresh in the mobile app to see newly created walkthroughs
• Consistency: The bulk configurator ensures all selected suites receive identical walkthrough configurations, maintaining consistency across your property
• Time Savings: This feature significantly reduces setup time compared to configuring individual walkthroughs for each suite

Best Practices

• Planning: Before using the bulk configurator, plan your checklist items carefully as they will apply to all selected suites
• Suite Selection: Consider grouping suites by type (e.g., 1-bedroom vs 2-bedroom) if they require different walkthrough configurations
• Testing: Consider testing your walkthrough configuration on a single suite first before applying it in bulk
• Verification: Always verify that walkthroughs appear correctly in a sample of suites after bulk creation

 

Configuring a Homeowner Walkthrough (Individual)

If a homeowner walkthrough is required, it needs to be configured. The first step is to enter a walkthrough name, description and add general checklists and media as needed. General checklists are not specific to any room or asset, however are meant for reviewing things like general warranty process, completion, or other general items.

 

 

Once the title, description, media, and general checklist items are entered, the next step for configuration is to add checklist items to rooms as needed. These can be items such as review appliances, review function of thermostat, review location of water and gas shutoff, and others. 

Checklist items are meant to ensure that the same content is reviewed and confirmed with each homeowner during their walkthrough.

Note that if a homeowner walkthrough has been configured in a different unit, when configuring a walkthrough you may choose to copy an existing walkthrough to save configuration steps.

 

Once the walkthrough has been configured as needed, the final step before using the walkthrough is activation.

 

Click the back arrow to leave the walkthrough edit / review screen, and select ‘Activate’.

 

 

The options that appear next are to choose if the walkthrough is guided or self-guided. A guided walkthrough is used when you’ll be in the home with the homeowner and conducting the walkthrough with them. A self guided walkthrough allows the homeowner to complete the walkthrough using Juniper without a Property Developer representative present.

 

 

Once selecting a guided or self guided option, you’ll then be given the option to send the walkthrough activation and scheduling email (if calendars are configured). If you choose to trigger the walkthrough activation email, the homeowner assigned to the unit will receive the walkthrough scheduling email, which will allow them to schedule their walkthrough based on the calendar settings added in Juniper.

 

To skip sending the email, simply choose the ‘Don’t send email’ option. 

 

Your walkthrough should change to ‘Begin’ status and will be available for use.

 

 

Below is a clip that shows activation steps once a walkthrough has been configured:

Sorting Checklists & Rooms

1. Use the dropdown menu to select the appropriate unit
2. Begin the walkthrough of your choosing
   • Note, this optional is only available for the ‘enhanced’ walkthrough type
3. To edit the checklist order, click Edit
4. Drag & drop the checklists to select the ordering of your choosing
5. Click Save
6. To edit the room order, click Edit
7. Drag & drop the rooms to select the ordering of your choosing
8. Click Save

 

 

Adding Additional Walkthroughs

In addition to the default walkthroughs available, additional walkthroughs can be configured. Here’s how:

 

Select Add Walkthrough

 

Add a title, and select the walkthrough type and visibility

The simplified walkthrough type uses the punch list interface, while the enhanced type uses the orientation / enhanced style interface.

 

When permissions are set to internal, the walkthrough and any deficiencies / service requests from the walkthrough will not be visible to homeowners in Juniper. When permissions are set to Homeowner or Occupant, the walkthrough and any deficiencies / service requests from the walkthrough ARE visible to homeowners in Juniper.

 

You may choose to use a simplified walkthrough type with homeowner/occupant permissions, or an enhanced walkthrough type with internal permissions. Feel free to mix and match as suitable.

 

Whenever an enhanced walkthrough version is selected, the walkthrough will need to be configured following the steps outlined above.

 

 

Any walkthrough that is set as ‘Begin’ will be available within the mobile walkthrough app for use.

 

 

Completing a Construction / Developer Walkthrough (simplified format):

1. Select Begin.

2. Select Add New Issue.

3. Select the location, asset, and issue type (the default type is General).

4. Enter the description, add photo(s), etc.

1. 1. Tip: use the dictate to text feature to log issues via voice vs typing out the description.
   2. Instead of typing out the description, you can select a ‘common issue’ from the dropdown menu to save your team members time.
   3. Common issues can be configured within the Catalog of a specific item (e.g. Air Conditioner).

5. When adding photos, you can use the markup tool to draw on the photo to indicate where the issue may be found in the photo.

1. 1. Once you’ve taken a photo, tap on the Edit icon.
   2. Use your finger to draw on the photo as needed.
   3. You can select from five different colours, with the default being red.
   4. If you need to revert any of the markup you’ve added, use the Undo tool.
   5. If you need to delete all of the markup you’ve added, use the Delete tool.
   6. Once you’re happy with the markup, tap the Save icon.
   7. You can add markup to any photo taken within the app by editing an existing deficiency, and following the above steps.

6. You may add a tag to the issue, allowing you to filter service requests based on tags after completing and syncing the walkthrough:

1. 1. Select an existing tag by tapping on the Select Tags dropdown menu.
   2. Add a new tag by tapping the + icon next to the Select Tags dropdown menu.

7. You can also assign the issue/service request to a Service Provider when adding it:

1. 1. Tap Choose Service Provider to view the available Service Providers that the deficiency can be assigned to.
   2. Note that the list of Service Providers that appears has a direct relationship to the Issue Type that is selected for the issue.  
      1. For example, if the Finishing Issue Type is selected, only Service Providers that have been associated with the Finishing Issue Type will appear in the list of available Service Providers that can be assigned the deficiency.
   3. Tap the required Service Provider that appears in the dropdown to select and assign the issue.
   4. Tap Save to save the issue.

8. Issues can be deleted or edited during this process by simply tapping on the Edit or Delete icons next to the deficiency you’d like to edit or delete, and make changes as needed.

9. Once all deficiencies have been added, tap the Review button to review the list of issues added.

10. On the review screen, enter in any notes, and add the signature(s).

11. You can use the View all service requests button to get a comprehensive view of every deficiency logged on your walkthrough.

12. If needed, add an additional signature and fill in the required fields.

13. Select the Submit button to complete the walkthrough. Note that once you select this button, you will not be able to revise or edit the walkthrough, so be certain you have all items logged before this step.

14. Once the walkthrough (or walkthroughs) are completed, and you are connected to a high speed internet connection, tap the Sync button at the bottom of the page to sync the completed walkthrough with the server. Our suggestion is to only sync when you are on a solid and fast wifi connection to begin the sync process. Syncing over cellular data may be slower, and could be interrupted causing issues with data consistency.

1. 1. If a network issue is detected, an error message will display asking you to check your network connection and try again.

15. If the sync fails, you may export the walkthrough to a file that can be imported into Juniper by the Juniper team.

1. 1. Select the hamburger menu at the top left of the screen and tap the Download Walkthrough Backup button to access the download feature.
   2. Tap the Download button to export the walkthrough file (in JSON format).
   3. Once exported to your device, you may email this file to juniper-support@spark.re to import into Juniper.

16. Note that you can run and complete multiple walkthroughs before running the sync process, you do not need to sync after each walkthrough is completed.

17. Once successfully synced, your completed walkthrough and associated deficiencies/service requests will be available in the web app.

Completing a Homeowner Walkthrough (Enhanced Format)

1. Select Begin.

2. Tap any general checklist items as they are reviewed with the homeowner to indicate they are completed.

3. Select the room you want to review with the homeowner.

4. Tap any room specific checklist items as they are reviewed with the homeowner to indicate they are completed.

5. Tap Log Issue to add a deficiency to an asset in the room.

6. Select Add New Issue.

7. If necessary, change the issue type from General in the first dropdown menu.

8. Enter the description and photo(s) - remember, use the dictate to text feature to save time vs typing the description, and use the markup tool to add details to photos.

9. Add tags and assign the deficiency to a Service Provider as needed.

10. Tap Save to save the deficiency.

11. Once all deficiencies have been added, tap the Review button to review the list of deficiencies added.

12. On the review screen and add the signature(s).

13. If needed, add an additional signature and fill in the required fields.

14. Select the Submit button to complete the walkthrough. Note that once you select this button, you will not be able to revise / edit the walkthrough, so be certain you have all items logged before this step.

15. Once the walkthrough (or walkthroughs) are completed, and you are connected to a high speed internet connection, tap the Sync button at the bottom of the page to sync the completed walkthrough with the server. Our suggestion is to only sync when you are on a solid and fast wifi connection to begin the sync process. Syncing over cellular data may be slower, and could be interrupted causing issues with data consistency.

16. If the sync fails, you may export the walkthrough to a file that can be imported into Juniper by the Juniper team.

17. Select the ‘hamburger menu’ at the top left of the screen and tap the Download Walkthrough.

18. Backup link to access the download feature.

19. Tap the ‘Download’ button to export the walkthrough file (in JSON format).

20. Once exported to your device, you may email this file to juniper-support@spark.re for importing into Juniper.

21. Note that you can run and complete multiple walkthroughs before running the sync process, you do not need to sync after each walkthrough is completed.

22. Once successfully synced, your completed walkthrough and associated deficiencies / service requests will be available in the web app.

Some important points to consider as part of using the Juniper walkthrough mobile app:

• ​​Outside of the default construction and developer walkthroughs available in a unit, any new walkthroughs must be in the 'begin' status for them to be available in the app. If they are in the 'configure' or 'activate' status they will not appear in the mobile app.
• To refresh the available walkthroughs in the app, you need to ‘pull down’ on the screen to refresh the data. Note that you need to have an active internet connection to fetch the latest walkthroughs in the app.
• Once a walkthrough has been started in the mobile app, the walkthrough must not be started in the web app or another device with the mobile app, otherwise you will have conflicting data.
• After the walkthrough (or multiple walkthroughs) is completed, and you are on a stable and strong internet connection (wifi), you need to sync the data in order for the completed walkthrough and service requests to be added to the associated property and unit. You may export any completed walkthroughs that fail to sync, and the Juniper support team will import the walkthrough file
• Best practice is to complete the required walkthroughs in a given day, and at the end of the day when you are on a stable and strong internet connection (wifi), then sync all completed walkthroughs. 
• Depending on the number of deficiencies logged and photos included, the sync may take some time to complete. Please don't interrupt the app or your internet connection once the sync has been started.

 

Submitting Individual Service Requests on the Mobile App

1. Use the dropdown menu to select the appropriate unit
   • Note, the sync toggle will need to be on for a suite in order to submit a service request through the mobile app
2. Select Add Service Request
3. Follow the same steps you would when completing a walkthrough on the app (the screen will be the same as you’re used to)
   • Select the location
   • Select an asset
   • Select an issue type
   • Add a description
   • Add a photo (optional)
   • Select tags (optional)
   • Assign to a service provider (optional)
   • Click Save
4. Once a service request has been added, you will need to sync the data as you normally would.