Assessments
Assessments are the core of Inoscope. Each assessment captures photos, documents, and notes about a property, then uses AI to generate a structured scope of work and cost estimate. Three assessment types are available, each designed for a different workflow.
Assessment Types
| Type | Source Material | What Inoscope Produces | Run Steps |
|---|---|---|---|
| Damage Assessment | Site photos | Damage items with bounding boxes, then a repair scope with costed line items | 6 steps |
| General Work Assessment | Site photos | Work scope line items directly (no damage items) | 5 steps |
| Tender Assessment | Tender documents (SOQ, BOQ, SOW, drawings, specs) | Extracted or generated line items with pricing from rate book | 7 steps |
For the full workflow on each type, see the dedicated pages:
Creating a New Assessment
Click + New Assessment in the top-right header (or the + floating button at the bottom right of the dashboard).
The dialog has two steps:
Step 1 — Choose type and name:
| Field | Required | Description |
|---|---|---|
| Assessment Name | Yes | A descriptive name (defaults to "New Assessment") |
| Assessment Type | Yes | Damage Assessment, General Work Assessment, or Tender Assessment |
Click Fill Details to expand the optional property fields:
| Field | Required | Description |
|---|---|---|
| Description | No | Describe what you want to assess (e.g. "Water leak from bathroom ceiling") |
| Select Existing Property | No | Link to an existing property, or create a new one |
| Property Name | No | Name for a new property |
| Property Type | No | Residential, Commercial, or Industrial |
Scroll down in the expanded form to fill in additional assessment and event details:
| Field | Description |
|---|---|
| Size (m²) / Year Built / Bedrooms / Bathrooms / Room Height | Property construction details |
| Date Inspected | When the inspection took place |
| Weather During Inspection | Conditions at time of inspection |
| Event Name / Date of Loss | Name and date of the damage event (e.g. storm, flood) |
| Event Description | Details about what happened |
| Claim Number | Insurance claim reference number |
| Date of Make Safe | When the property was made safe after the event |
| Is Make Safe | Whether a make-safe was performed |
| Weather Conditions During Event | Conditions at the time of the event |
Click → Create Assessment to save.
Assessment Statuses
| Status | Meaning |
|---|---|
| Draft | Created but not yet started |
| Not Started | Ready to begin work |
| In Progress | Actively being worked on |
| Completed | Finished and ready for reporting |
Status badges are color-coded on each assessment card in the dashboard.
Assessment Layout: Damage and General Work
Opening a Damage or General Work assessment shows a three-panel layout:
- Left panel — Image thumbnails organized by location group (Exterior, Interior, Document, Digital)
- Center panel — Main workspace with tabs
- Right panel — Inoscope AI Operator (floating, draggable, resizable) — where you work with Bee, Inoscope's autonomous AI
| Tab | Contents |
|---|---|
| Details | Uploaded images with bounding boxes, detected damage items or work scope items (color-coded by severity), and line item totals |
| Measure | Measurement panel for annotating images and extracting dimensions |
| Files | Uploaded documents and files |
| Team | Team members with their roles and access |
| Memory | Markdown notes scoped to this assessment that Bee uses for context (see Assessment Memory) |
See Damage Assessment and General Work Assessment for the full workflow on each type.
Assessment Layout: Tender
Tender assessments have a different layout focused on document-based scope extraction and pricing:
| Tab | Contents |
|---|---|
| Overview | Project summary, key points, risk flags, and a quick-action sidebar for common tasks |
| Measure | Workspace for pricing and estimation |
| Line Items | Structured hierarchical line items with grouping and totals |
| Files | Uploaded tender documents (SOW, SOQ, BOQ, specifications) |
| Team | Team members and access |
| Memory | Markdown notes scoped to this assessment that Bee uses for context (see Assessment Memory) |
| Quote Requests | Outgoing supplier or subcontractor quote requests linked to this assessment |
See Tender Assessment for the full workflow.
Assessment Card Menu
Click the ⋮ three-dot menu on any assessment card to access management actions.
| Action | Description |
|---|---|
| Edit | Open the assessment settings to rename, change type, or update property details |
| Duplicate | Create a copy of the assessment with the same property, settings, and line items |
| Delete | Permanently remove the assessment (requires confirmation) |
Assessment Team
Go to the Team tab in any assessment to manage access:
| Role | Permissions |
|---|---|
| Owner | Full access — edit, delete, manage team |
| Admin | Edit and manage team |
| Editor | Edit content (images, damage items, line items) |
| Viewer | Read-only |
| Contributor | Add content but not modify existing items |
Assessment Memory
Every assessment has its own Memory tab — markdown notes that stay attached to that single assessment and are passed to Bee whenever it works on it. Use it to lock in assessment-specific context: site access notes, the client's preferred materials, a damage scope decision you've made, or any rule you want Bee to follow only for this job.
| Control | What it does |
|---|---|
| Search memories… | Filter the list by name or content. |
| + Add memory | Open the markdown editor to create a new memory for this assessment. |
| Memory card | Click to edit; tap the trash icon to delete. |
Assessment memories are scoped to this assessment only — they do not appear in other assessments and do not affect company-wide Bee behaviour. For preferences that should apply to every assessment, use My Memory or Company Memory under Settings.
Memory is in Beta — Bee learns and remembers automatically through self-learning during assessments and conversations. Behaviour and schema may change as the feature evolves.
Next Steps
- Damage Assessment — upload photos, click Run, review damage items and line items
- General Assessment — upload photos, click Run, review work scope line items
- Tender Assessment — upload documents, click Run, review and price line items
- Inoscope AI Operator — work with Bee to refine results, ask questions, and generate reports across all assessment types
- Line Items & Costing — reference for line item types, hierarchy, and cost calculation