impactiqbeta.com.
The interactive prototype below is the proposed AFTER state — fully clickable.
IMPACTIQ
Mobile Reports · Improvement Plan for Savannah Douglas
Every screenshot on the left side of these cards is a real photograph from your live production app,
captured today on an iPhone-sized viewport. The right side is the proposed change. Nothing is hypothetical —
these bugs reproduce right now at impactiqbeta.com/app. The interactive prototype below uses
Savannah Douglas at 4205 Legacy Drive, Plano, TX 75024 as a fresh demo persona, with
real DJI drone roof inspection photos pulled from your own 04_Inspections/Brad Inspection archive.
Every button in the prototype is wired up — tap photos, hit the templates dropdown, switch Read/PDF, open the
More menu, send an email, sign on the dotted line. Scroll down to "Try It Live".
Tap photos in the iPhone below — watch the sticky Add to Report bar slide up, hit it to land in the fixed scrollable editor with Polish, Read/PDF toggle, the template dropdown, the More menu, an email composer, and the Sign & Send signature pad. Every button works.
Right now, when a contractor opens a generated storm-damage report on their phone, the document is frozen — they swipe up and nothing moves. Most people assume the app is broken and back out. The hidden workaround is to tap a tiny "Edit" button to wake up the scroll, which almost no one discovers.
After the fix: the report scrolls naturally with a thumb swipe, exactly the way email or a web page would.
Look at the real screenshot on the left. Header says "1 selected", the photo has a gold checkmark, the gold border lights up — and then nothing. The entire bottom half of the screen is empty. There's no button anywhere that says "do something with this." Users back out and try uploading again, double-uploading the same shots.
After the fix: the second a photo is selected, a gold "Add to Report" button slides up from the bottom and stays visible while they scroll. One tap and the photos drop straight into the report. (See the live prototype above — tap any photo to test.)
On desktop, hitting "Generate" puts the report inside the editor — the user can immediately edit, sign, send. On mobile right now, "Generate" opens a brand new browser tab with raw HTML — no app chrome, no Edit button, no Sign & Send. Users assume the report is broken and back out.
After the fix: mobile behaves like desktop. Generate → land in the editor → edit, sign, send. The interactive prototype above shows what landing in the editor looks like.
Look at the real screenshot — the top says "🏆 Certificate". The user never asked for a Certificate of Completion. The URL just lacked a template parameter, and the system silently picked the wrong template. The user opens it, sees a warranty certificate, and thinks they hit the wrong button.
After the fix: workspace either uses the template the user picked, or — when there's already a saved report — looks up its type and loads that. Try the dropdown in the live prototype above (Storm Damage / Damage Assessment / Full Inspection / Supplement / Certificate) — it works.
Real screenshot on the left — that's impactiqbeta.com/app/reports right now. Header says "Describe the Job", subtitle says "AI builds claim-supplement line items, Xactimate pricing, and a scope-of-work document." The placeholder text reads "30sq tear-off and replace, 6:12 pitch, architectural shingles, 200lf gutters..."
That's all estimate language. A contractor on a damage report screen wants to summarize what they saw, not describe what they're going to build. After the fix: report screens say "Damage Summary" with a prompt that matches the contractor's mental model.
Real screenshot on the left — open the More menu in any report editor and you'll see "Beautify" as a button under STYLE & FORMAT. That's internal jargon (and the loading spinner says "Sonnet beautifying your document…" which leaks the AI model name). Customers see this and think they're in beta software.
After the fix: button says "Polish", spinner says "Polishing report…" — clean, on-brand, no internal terminology bleeding through. (See the bottom toolbar in the live prototype above — it already says "Polish".)
Real screenshot on the left — that's the workspace today. See the FIT/LETTER toggle and the −/100%/+ zoom controls? Today users have to zoom out aggressively just to read the report on a phone. It's a workaround, not a design.
After the fix: replace the zoom controls with Read / PDF view modes. Try the toggle in the live prototype above — Read mode shows phone-friendly text, PDF mode shows the print-accurate layout.
Reports go to insurance companies. There's currently no Undo button — once it's typed, it's typed. After the fix: Undo and Redo arrows in the editor toolbar (top right of the live prototype above), plus an automatic snapshot before AI Polish so users can roll back if the AI rewrite makes things worse.
If a lead has exactly one report, the user shouldn't have to tap a list with one item to open it. Save them the tap.