Features

What is on every screen

Real screens from RateCaddy v2.0 with each control called out. If you want the task-by-task version, see the tutorials.

Home

One screen answers "where am I going next and what is open." Nothing on it is decoration. The top bar stays put on every screen while the content scrolls under it.

RateCaddy Home screen with the yellow Up Next card, New project button, week strip and project list12345678
  1. 1
    Wordmark and the houseThe house lives in the stationary top bar. Leave Home and it slides to the right end of the bar on the next screen, where it is the Home button; tap it to come straight back from any depth.
  2. 2
    SettingsMeasure lists, appearance, weather, code requirements, report info, backup and legal.
  3. 3
    Up nextyellowYour soonest appointment: time, project, stage and address. One tap opens that stage’s photo wall. It stays up for 90 minutes after the start time, then moves on.
  4. 4
    Weather at the next stopOptional. The National Weather Service forecast for the appointment hour, looked up by the town and state in the address, never the street. Off by default.
  5. 5
    New projectblueOpens the New Project form. Rating projects get a measure list and two stage dates; performance projects get a test date.
  6. 6
    Active countHow many projects are in progress. Tap for the full list with Active, Waiting and Completed tabs, and a search box once a tab has more than five projects.
  7. 7
    Week stripyellowToday plus six days. Blue dots are inspections, black dots are tests. Tap a day to open the schedule on it.
  8. 8
    Projects previewThe next five projects by date, with type and photo count. Blue type is a rating, black type is a test.
Lower half of the Home screen showing the project list1234

Further down Home

  1. 1
    ScheduleyellowMonthly calendar plus a list of every upcoming stop.
  2. 2
    BuildersSaved builder contacts. New projects can pull a builder in with one pick.
  3. 3
    WaitingProjects parked between visits while the builder finishes. They leave Up Next and the schedule until the last visit’s date is booked.
  4. 4
    CompletedgreenFinished projects. Still exportable, still restorable, out of the way.

Projects list

Every project in three tabs. Completed projects keep their date and can be sorted.

Completed tab with Newest, Oldest and A to Z sort and a done date on each project123
  1. 1
    Active, Waiting, CompletedblackActive is the working list and carries the New project row. Waiting holds parked projects. Completed is the archive.
  2. 2
    SortNewest, Oldest or A to Z, remembered on the phone. Appears when there is more than one completed project.
  3. 3
    Done dateMarking a project completed stamps the time; the row shows it. Reopening clears it.
Projects list with Active, Waiting and Completed tabs12

Active tab

  1. 1
    New projectThe same form as the blue tile on Home.
  2. 2
    Project rowName, type (blue for a rating, black for a test, or your own list name), photo count and the next appointment. Tap to open. A one-off test opens its test screen directly.

Project

A rating project is two stages, an optional ENERGY STAR checklist, the site and builder, notes, and export.

Energy rating project screen with Pre-Drywall and Final Inspection stage cards, checklist card, address and builder1234567
  1. 1
    BackThe top bar names the parent screen. Back goes up one level; the house at the other end goes Home. Scroll and the screen title appears in the bar once the heading passes under it.
  2. 2
    Pre-DrywallgreenThe stage card shows measures shot out of total, photo count, and the appointment. Green means every measure has a photo.
  3. 3
    Final InspectionblueStill open. Tap either card to open that stage’s photo wall.
  4. 4
    Rater Field ChecklistgreenENERGY STAR jobs get the Rater Field Checklist with progress per stage and the count of Must Correct items.
  5. 5
    Address and builderThe address opens Maps. The builder row has call and email buttons. Both come from the project form.
  6. 6
    Project notesFree text that prints on the notes PDF inside the export. Lockbox codes, dogs, whatever the next visit needs.
  7. 7
    Export entire projectblackBuilds one ZIP: a folder per stage, photos named by measure, and the notes PDF. Opens the share sheet.
Project actions: Export entire project, Edit details, Set to Waiting, Mark completed, Delete1234

Project actions

  1. 1
    Edit detailsName, address, builder, ENERGY STAR flag, and the two stage dates.
  2. 2
    Set to WaitingParks the project while the builder finishes. It resumes automatically when the last visit’s date is booked or moved.
  3. 3
    Mark project completedMoves it to the Completed tab. Nothing is deleted.
  4. 4
    Delete projectredAsks first. Removes the project and its photos from the phone. Export before you do this.

The photo wall

Each stage is a two-column wall of measure tiles in the order you walk the house. This is the screen you live on during an inspection.

Final Inspection photo wall with two columns of measure tiles and blue camera buttons1234567
  1. 1
    AppointmentyellowDate and time for this stage. Feeds Up Next, the week strip and the schedule. The X clears it.
  2. 2
    Address and contactDirections and the builder’s call and email buttons, right on the wall. Up Next opens here, so there is no backing out to the project to get directions.
  3. 3
    ProgressMeasures with at least one photo out of the total for this stage.
  4. 4
    GroupMeasures can be grouped under a heading (Exterior, Kitchen, Attic). The rename icon renames the group; tap the heading to collapse or expand it.
  5. 5
    Count badgegreenHow many photos are on the measure. Blue while shooting, green once the tile has a photo.
  6. 6
    ShootblueTap to open the camera straight into this measure. The photo is stored under this project, stage and measure with no naming step.
  7. 7
    TileThe thumbnail is the newest photo. Tap the tile itself (not the camera) to open the measure screen with all its photos. The small pencil at the bottom right opens the measure’s note without leaving the wall.
Group heading on the photo wall with rename and collapse controls12

Down the wall

  1. 1
    Next to shootblueThe first tile without a photo gets a pulsing ring on its camera, so the next shot is obvious without reading.
  2. 2
    Empty tile"No photo" in gray. Hold and drag any tile to reorder, or drop it onto another to start a group.
Bottom of the photo wall with Add measure and Save this list as a preset123

Bottom of the wall

  1. 1
    Add measureAdds a measure to this project only. The built-in lists are untouched.
  2. 2
    Save this list as a presetTurns this project’s edited list into a reusable measure list in Settings.
  3. 3
    Export this stageblackA ZIP of just this stage, files named by measure. Handy for sending pre-drywall photos before final.

Measure

Everything about one measure: its photos, a note, and housekeeping.

Measure screen with Camera and Library buttons, photo strip, note and rename123456
  1. 1
    CamerablueTake another photo into this measure.
  2. 2
    LibraryPick from the phone’s photo library instead. Useful when someone texts you a picture.
  3. 3
    PhotosEvery photo on this measure, newest last. Tap one to open the viewer.
  4. 4
    NoteOne note per measure. It prints in the notes PDF under this measure’s name, so "Grade I, netting stapled clean" travels with the photo.
  5. 5
    Rename measureRenames it on this project only, and every photo already on it follows the new name.
  6. 6
    Remove measureredRemoves the measure from this stage. Asks first.

Photo viewer

Full-screen review with the controls a rater actually uses.

Full-screen photo viewer with counter, delete and stage and measure caption12345
  1. 1
    CloseBack to the measure.
  2. 2
    PositionWhich photo of how many on this measure.
  3. 3
    DeleteredDeletes this one photo. Asks first.
  4. 4
    Zoom and panPinch to zoom up to 5x, drag to pan, double-tap to jump between 2.5x and 1x. Rim joist foam and window stickers are readable.
  5. 5
    Previous and nextArrows step through the measure’s photos. The caption shows stage and measure.

Blower door test

Enter the floors and the reading. RateCaddy computes the volume, the allowable leakage under your code, the ACH50, and pass or fail, then prints the report.

Blower door test screen with address and contact rows, code requirement, floor volumes and readings123456
  1. 1
    Address and contactDirections, call and email at the top of the test. On a project with both tests the date lives on the project screen; a one-off test shows its date row here.
  2. 2
    ModeblackNew Construction computes ACH50. Pre/Post Addition compares a final CFM50 against the pre-test reading plus the allowance for the added volume.
  3. 3
    Code requirementsThe ACH50 limit in force for this project. Tap to override it for this project only; the default lives in Settings.
  4. 4
    NotesSetup, conditions, equipment. Prints on the report.
  5. 5
    FloorLabel, area and ceiling height. Volume is computed per floor.
  6. 6
    Joist spaceThe space between stacked floors counts as volume. It is added automatically (area of the smaller floor times 1 ft) and can be toggled off per floor.
Blower door result readout with ACH50, allowable CFM50 and a pass band1234

Readout and report

  1. 1
    TotalsJoist space and total infiltration volume in cubic feet.
  2. 2
    ReadoutblackThe black instrument shows the CFM50 limit at your ACH50, then takes the actual reading and returns ACH50 and PASS or FAIL in green or red.
  3. 3
    Results photoblueA manometer photo attached to the test. It prints on the report.
  4. 4
    Export reportblackThe Blower Door Test Results PDF with your company header, the volume table, the limit, the result band, and the photo.

Duct leakage test

One or more systems, each tested against the path that applies: ENERGY STAR 6.4 and 6.5, or the percent-of-floor-area limits from your energy code. The ANSI 310 grade comes from the same readings.

Duct leakage test screen with compliance path, system area and readings123
  1. 1
    StandardblackEnergy Code uses the limits from Code requirements. ENERGY STAR uses the fixed program limits (4% or 40 CFM25 rough-in, 8% or 80 final, footnote 28 for three or more returns).
  2. 2
    Code in forceWhat this project is being held to. Tap to change for this project.
  3. 3
    SystemConditioned floor area served, number of returns, and the compliance path. The limit for each path is shown in CFM25 next to the radio.
Duct leakage compliance path selector: energy code or ENERGY STAR12

Path and readout

  1. 1
    Compliance pathRough-in with or without the air handler, final, or ducts inside the envelope. Each shows its computed CFM25 limit for this system’s floor area.
  2. 2
    Measured total leakageblackEnter the CFM25. The readout returns the percent of floor area, PASS or FAIL, and the ANSI 310 grade.
Duct leakage to outdoors readings and ANSI 310 grade1234

Outdoors, photos, more systems

  1. 1
    Leakage to outdoorsOptional reading with its own limit. Under ENERGY STAR the outdoors test is waived when total leakage already meets the outdoors limit, and the report says so.
  2. 2
    Manometer photosblueTotal and outdoors readings, one photo each, printed on the report.
  3. 3
    Add systemMulti-system homes get a system per row. The report lists each and an overall result.
  4. 4
    Export reportblackDuct Leakage Test Results PDF.

ENERGY STAR Rater Field Checklist

The National Rater Field Checklist (Rev. 14) items in the app, split by stage, with photos per item, notes, and export to the official EPA form.

ENERGY STAR Rater Field Checklist screen with version selector, progress and permit date1234
  1. 1
    Versionblackv3.1 or v3.2. Item text and limits follow the selected version.
  2. 2
    StagePre-Drywall or Final items, each with a done count.
  3. 3
    Progress and permit datePercent complete, open Must Correct items, and the permit date that prints on the official form. Photos for items come from the stage photo wall.
  4. 4
    SectionsNumbered exactly as the EPA checklist so the office can follow along.
Checklist items with photo count, Must Correct and footnote references123

Items

  1. 1
    ColumnsMust Correct, Builder Verified, Rater Verified, N/A, matching the form. Only the columns the form allows for that item are enabled.
  2. 2
    ItemTap a box to set it, tap again to clear. Items with a camera get a photo tile on the stage wall under ENERGY STAR Requirements.
  3. 3
    Builder Verified limitThe form’s allowance (for example "Pre-rock +50" or "≤ 50 sq. ft.") is printed under the box so you are not guessing.
Must Correct note on a checklist item12

Must Correct

  1. 1
    Must Correct with a noteredA red item counts as open on the project tile until it is changed. The note field holds what the builder needs to fix.
  2. 2
    Item noteFree text per item. Prints with the export.
Export the official EPA checklist form from the checklist screen12

Export

  1. 1
    Export official checklistblackFills the actual EPA PDF form with your boxes, address, permit date and notes. What you send is the government form, not a lookalike.
  2. 2
    Document footnotesAll 59 footnotes from the checklist, in the app, offline.

Schedule

Every visit and test appointment in one calendar. Dates are set on the project, the stage or the test screen, so the schedule is never out of sync with the work.

Schedule screen with the September calendar, the selected day and upcoming appointments1234
  1. 1
    MonthyellowDots mark days with work. Blue is an inspection, black is a test. Today is outlined; the selected day is filled.
  2. 2
    Previous and next monthStep through months. Today is one tap away from anywhere in the app via the week strip.
  3. 3
    Selected dayEvery stop on that day with its stage or test type. Tap to open it.
  4. 4
    UpcomingEverything after the selected day, in order.
Performance testing project with one appointment and green blower door and duct test cards1234

Performance testing project

A blower door and duct test can be their own project when there is no rating attached. Both tests share one appointment.

  1. 1
    One appointmentyellowRaters test the envelope and the ducts on the same visit, so the project has one date and both tests carry it. Up Next, the week strip and the Schedule list it once as Performance Testing.
  2. 2
    Site and contactAddress opens Maps. Phone and email buttons on the contact.
  3. 3
    Blower Door TestgreenBlack until there is a result, then green for PASS or red for FAIL, with the ACH50 in the subtitle.
  4. 4
    Duct Leakage TestgreenSame rule. Total CFM25 and the limit in the subtitle.
A one-off blower door test project opening straight to the test screen with its date and site rows123

A one-off test has no project screen

When a testing project has only a blower door or only a duct test, the test screen is the project. The Projects list, Up Next and the Schedule open it directly.

  1. 1
    Test dateyellowOn the test itself, since there is no project screen to hold it.
  2. 2
    Address and contactSame rows as everywhere else.
  3. 3
    Mode and codeblackThen the test proper: mode, code in force, notes, floors, readout.
Project actions at the bottom of a one-off test screen12

Project actions on the test

  1. 1
    Export reportblackThe PDF, as on any test.
  2. 2
    Edit details, complete, deleteThe project actions sit under the export. Turning the second test on from Edit details brings the project screen back.

Measure lists

The list of measures is data, not code. Edit the built-in list, or make a new one for a program, a builder, a QA provider, or a different trade entirely, with one or two visits named by you.

Settings screen with measure lists, defaults and stage names12345
  1. 1
    Which listThe built-in Default list plus any you have made. The primary list is preselected on New Project.
  2. 2
    New, Duplicate, PrimaryNew asks for a name and a kind: Energy rating, One visit or Two visits. Duplicate copies the selected list, Primary makes it the default for new projects. Custom lists also get Rename and Delete.
  3. 3
    StageblackA rating list has a Pre-Drywall list and a Final Inspection list. A two-visit list shows its two visit names here; a one-visit list has no tabs.
  4. 4
    MeasuresHold and drag to reorder. Drop one measure onto another to make a group. The rename icon edits the name; X removes it.
  5. 5
    AddType a name and add it to the bottom. Changes apply to new projects; existing projects keep their own copy.
Settings showing a custom Home Inspection list with one visit1234

A visits list

A one-visit Home Inspection list: the list name is the project type, and the visit is named by you. Two-visit lists (Before and After, Rough and Final) get two tabs here and two tiles on the project.

  1. 1
    Custom listNamed whatever you like. Appears under Project Type on New Project.
  2. 2
    Rename and DeleteCustom lists can be renamed or deleted; the built-in Default can only be reset.
  3. 3
    VisitsOne or two, with your names. Tap to rename or switch. New projects only; existing ones keep their visits.
  4. 4
    Group headingGroups become the collapsible headings on the photo wall.
New Measure List form with two visits named Before and After12

New Measure List

  1. 1
    KindblackEnergy rating (Pre-Drywall, Final Inspection, ENERGY STAR), One visit, or Two visits.
  2. 2
    Visit namesWhatever your trade calls them.

Reports and export

Three PDFs and two ZIPs, all built on the phone. Company name, address, phone, email, logo and rater line come from Report info in Settings and print on every page.

Blower door test results PDFBlower Door Test ResultsTest date chip, infiltration volume table with joist space, maximum allowable leakage, actual CFM50, ACH50, solid PASS or FAIL band, manometer photo, rater block in the footer.
Duct leakage test results PDFDuct Leakage Test ResultsPer system: CFA, returns, compliance path, limit, measured CFM25 and percent. Leakage to outdoors. ANSI 310 grade. The reference limits print at the bottom.
Project notes PDFProject NotesProject notes, then each measure note under its stage, then ENERGY STAR item notes. Included in the project ZIP automatically.
Project ZIP
Miller_Homes_Lot_14.zip
  Pre-Drywall/ABOVE_GROUND_WALLS_1.jpg
  Pre-Drywall/RIM_JOIST_1.jpg
  Final_Inspection/GAS_METER_1.jpg
  Energy Star Requirements/4.1.2_1.jpg
  Miller_Homes_Lot_14_Notes.pdf
Folder per stage, file per photo named by measure and numbered. Drop it straight into the provider’s job folder.
Official ENERGY STAR form
Filled ENERGY STAR Rater Field ChecklistThe Rater Field Checklist export fills the EPA’s own PDF form. Boxes, address, permit date and notes land in the real fields.

Backup and restore

All data lives on the phone, so the backup is the safety net. One ZIP holds everything; restoring it on another phone brings every project, photo, reading and setting back.

Back up all data, Restore from a backup ZIP, and the Subscription row in Settings123
  1. 1
    Back up all datablackEvery project, photo (including test photos), test reading, builder, measure list, report info and logo in one ZIP. Save it to Files or iCloud.
  2. 2
    Restore from a backup ZIPPick the ZIP on a new phone, or after a reinstall. Restore merges by project ID, so restoring twice does not duplicate.
  3. 3
    SubscriptionYour plan and its renewal date, Manage subscription (opens your App Store or Google Play subscription settings) and Restore purchases for a new phone.
Legal section at the bottom of Settings with the version line12

Legal and version

  1. 1
    Legal pagesIdentical to the terms, privacy policy, disclaimers and licenses published here.
  2. 2
    Publisher and versionRateCaddy is published by RateCaddy LLC. The version line identifies which terms apply and is the number to quote when you write to support.

Subscription

One plan, billed by the App Store or Google Play: $29.99 a month or $299.99 a year, and the first month is free for new subscribers. The only thing a subscription unlocks is creating new projects; everything already on the phone stays readable and exportable without one.

Subscribe sheet with Yearly and Monthly plans, Start free month button and Restore purchases123

Starting the free month

  1. 1
    Yearly or MonthlyThe two plans with the store price next to each. Paying yearly saves over $59 against twelve monthly payments.
  2. 2
    Start free monthblackThe App Store or Google Play handles the purchase with your store account. The trial is the store’s own introductory offer, one per account, and the first charge comes at the end of the free month unless you cancel.
  3. 3
    Restore purchasesAlready subscribed on another phone? Restores it from your store account. Nothing to type.
Settings, Subscription screen showing a free trial in progress with Manage subscription and Restore purchases123

Settings, Subscription

  1. 1
    StatusgreenFree trial or your plan name, with the renewal date. Green while active.
  2. 2
    Manage subscriptionOpens the subscription in your App Store or Google Play account settings, where you change plans or cancel.
  3. 3
    Restore purchasesFor a new phone or a reinstall. The store already knows you; this just asks it.

Appearance, weather, code, report info

The rest of Settings. Each one is covered in the settings reference.

Settings help section123
  1. 1
    How RateCaddy readsThe color key, always available here after you dismiss it on Home.
  2. 2
    Light or DarkblackThe dark theme keeps the same color grammar with deeper tints.
  3. 3
    MotionAuto follows the phone’s Reduce Motion setting. Always or Off override it.
Weather setting with the consent note about town lookup and the National Weather Service12345
  1. 1
    Weather at the next stopOff by default. Turning it on explains what leaves the phone (the town and state, then map coordinates) and asks first.
  2. 2
    Icon keyWhat each weather icon means.
  3. 3
    Code requirementsThe default ACH50 and duct limits used by every new test. Fresh installs start on ENERGY STAR v3.1; set it to your state code once and forget it.
  4. 4
    Report infoCompany, address, phone, email, rater name, credential line and initials. Printed on every PDF.
  5. 5
    Company logoA PNG that replaces the RateCaddy header on your reports.

See it with your own projects

Your projects, your measure list, your reports. The first month is free, on the phone you already carry.

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