Juniper Home Inspector App

Below you will find steps and instructions on how to use the app, and further below we’ve included instructions on configuring walkthroughs in our web 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. 

Completing a Construction / Developer Walkthroughs (or simplified format): 

Select ‘Begin’ Select ‘Add New Issue’ Select the location, asset, issue type (default is general) Enter the description, add photo(s) - pro tip, use the dictate to text feature to log issues via voice vs typing out the description. Instead of typing out the description, you can select a ‘common issue’ from the dropdown menu to save your team members time. Common issues can be configured within the Catalog of a specific item (e.g. Air Conditioner).
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 Once you’ve taken a photo, tap on  the edit icon Use your finger to draw on the photo as needed You can select from five different colors, with the default being red If you need to revert any of the markup you’ve added, use the undo tool If you need to delete all of the markup you’ve added, use the delete tool Once you’re happy with the markup, tap the save icon You can add markup to any photo taken within the app by editing an existing deficiency, and following the above steps
You may add a tag to the deficiency through the following steps, allowing you to filter service requests based on tags after completing and syncing the walkthrough: Select an existing tag by tapping on the ‘select tags’ dropdown menu Add a new tag by tapping the + icon next to the ‘select tags’ dropdown menu
You can also assign the deficiency / service request to a a Service Provider when adding a deficiency through the following steps: Tap the ‘Select Service Provider’ to view the available Service Providers that the deficiency can be assigned to Note that the list of Service Providers that appears has a direct relationship to the Issue Type that is selected for the deficiency.   For example, if the ‘Finishing’ Issue Type is selected, only Service Providers that have been associated with that Issue Type will appear in the list of available Service Providers that can be assigned the deficiency Tap the required Service Provider that appears in the dropdown to select and assign the deficiency Tap ‘Save’ to save the deficiency
Deficiencies 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.
Once all deficiencies have been added, tap the ‘Review’ button to review the list of deficiencies added. On the review screen, enter in any notes, and add the signature(s). You can use the ‘view all service requests’ to get a comprehensive view of every deficiency logged on your walkthrough. If needed, add an additional signature and fill in the required fields. 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.
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. If a network issue is detected, an error message will display asking you to check your network connection and try again If the sync fails, you may export the walkthrough to a file that can be imported into Juniper by the Juniper team. Select the ‘hamburger menu’ at the top left of the screen and tap the Download Walkthrough Backup link to access the download feature Tap the ‘Download’ button to export the walkthrough file (in JSON format) Once exported to your device, you may email this file to support@hellojuniper.co for importing into Juniper 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. Once successfully synced, your completed walkthrough and associated deficiencies / service requests will be available in the web app.

Completing a Homeowner Walkthrough (or enhanced)

Select ‘Begin’ Tap any general checklist items as they are reviewed with the homeowner to indicate they are completed Select the room you want to review with the homeowner Tap any room specific checklist items as they are reviewed with the homeowner to indicate they are completed
Tap ‘Log Issue’ to add a deficiency to an asset in the room Select ‘Add New Issue’ If necessary, change the issue type from ‘General’ in the first dropdown menu 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 Add tags and assign the deficiency to a Service Provider as needed Tap ‘Save’ to save the deficiency
Once all deficiencies have been added, tap the ‘Review’ button to review the list of deficiencies added. On the review screen and add the signature(s). If needed, add an additional signature and fill in the required fields 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. 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. If the sync fails, you may export the walkthrough to a file that can be imported into Juniper by the Juniper team. Select the ‘hamburger menu’ at the top left of the screen and tap the Download Walkthrough Backup link to access the download feature Tap the ‘Download’ button to export the walkthrough file (in JSON format) Once exported to your device, you may email this file to support@hellojuniper.co for importing into Juniper 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. 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:

1. ​​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.
2. 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.
3. 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.
4. 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
5. 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. 
6. 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.

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 Walkthrough / 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.

Configuring a Homeowner Walkthrough

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.

After saving the initial configuration of the walkthrough, additional edits can be made before activation.

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:

Adding Additional Walkthroughs

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

1. Select ‘Add Walkthrough’

1. 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.