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Agile Inspections

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How does this all work?

Here's the big picture.

  1. Add a new inspection.
  2. Add a bunch of findings.
  3. Add some photos.
  4. Generate a Word document.
  5. Email it to your customer and/or realtors.

That's it. You're done. Go enjoy some time with your family. Go fishing. Have a refreshing beverage. Whatever!

Topic: Overview

Adding photos (pictures)

You can have as many photos as you like associated with a finding.  To add a photo to a finding ...

  1. Click/tap on the finding. A toolbar appears.
  2. Click on the camera icon
  3. Choose the photo you want associated

There you go.  You'll see it appear underneath the finding.  It will also be in the final report underneath the finding.

But what if my photo isn't already there?

Topic: Overview

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How do I create a Word document?

  • From your dashboard, find the inspection and click the Report button.
  • From within the inspection itself, there's a menu option in the upper-right that says Make Word Report.  Click that.
  • The Word report will immediately download into your browser which usually tries to put it in your Downloads folder.  It will be named like the street address of the home being inspected but will have a .docx extension.
  • Once it is downloaded, you can just open it in Microsoft Word by double-clicking on it in your Downloads folder.  

Of course you have to have Word to open it.  And remember that iPads, iPhones, and non-Microsoft tablets don't usually have Word loaded.  So you have to transfer it to your PC to read the Word document.

Topic: Overview

There's no video for this topic. Do you want us to create one? Let us know.

How do I add standard findings?

Simple!  
  1. You go "My Settings" in the upper-right corner.
  2. My trades and standard findings
  3. Hit "Subtrades" to the right of your trade
  4. Hit "Standard Findings" to the right of your subtrade
  5. Hit "Add new standard finding" at the top
Type/paste/dictate your new standard finding.
If it is a problem/deficiency, check the "Is Deficiency" checkbox.
Finally hit "Save"
Easy!
p.s. Don't forget that you can import standard findings also if you prefer!
Topic: Standard Findings

There's no video for this topic. Do you want us to create one? Let us know.

How do I update standard findings?

Simple!  
  1. You go "My Settings" in the upper-right corner.
  2. My trades and standard findings
  3. Hit "Subtrades" to the right of your trade
  4. Hit "Standard Findings" to the right of your subtrade
  5. Hit "Update" to the right of the one you want changed.
Type/paste/dictate the new text.
If it is a problem/deficiency, check the "Is Deficiency" checkbox.
Finally hit "Save"
You've got yourself an updated standard finding!  Woot!
p.s. Remember you can also add and delete them too.
Topic: Standard Findings

There's no video for this topic. Do you want us to create one? Let us know.

How do I delete standard findings?

  1. You go "My Settings" in the upper-right corner.
  2. My trades and standard findings
  3. Hit "Subtrades" to the right of your trade
  4. Hit "Standard Findings" to the right of your subtrade
  5. Hit "Delete" to the right of the one you want changed.
Standard finding is now gone!
p.s. You can also add and update them too.
Topic: Standard Findings

There's no video for this topic. Do you want us to create one? Let us know.

How do I change the margins on my report?

A Microsoft Word document can only have one set of margins. So those are set based on the first document in your list. To change the margins, get a copy of the first document in your list, edit it and re-upload it. (Click here to get more info on how to edit your documents)
Topic: Report Template

There's no video for this topic. Do you want us to create one? Let us know.

How does this all work?

Here's the big picture.

  1. Add a new inspection.
  2. Add a bunch of findings.
  3. Add some photos.
  4. Generate a Word document.
  5. Email it to your customer and/or realtors.

That's it. You're done. Go enjoy some time with your family. Go fishing. Have a refreshing beverage. Whatever!

Topic: Overview

Adding photos (pictures)

You can have as many photos as you like associated with a finding.  To add a photo to a finding ...

  1. Click/tap on the finding. A toolbar appears.
  2. Click on the camera icon
  3. Choose the photo you want associated

There you go.  You'll see it appear underneath the finding.  It will also be in the final report underneath the finding.

But what if my photo isn't already there?

Topic: Overview

There's no video for this topic. Do you want us to create one? Let us know.

How do I add standard findings?

Simple!  
  1. You go "My Settings" in the upper-right corner.
  2. My trades and standard findings
  3. Hit "Subtrades" to the right of your trade
  4. Hit "Standard Findings" to the right of your subtrade
  5. Hit "Add new standard finding" at the top
Type/paste/dictate your new standard finding.
If it is a problem/deficiency, check the "Is Deficiency" checkbox.
Finally hit "Save"
Easy!
p.s. Don't forget that you can import standard findings also if you prefer!
Topic: Standard Findings

There's no video for this topic. Do you want us to create one? Let us know.

How do I update standard findings?

Simple!  
  1. You go "My Settings" in the upper-right corner.
  2. My trades and standard findings
  3. Hit "Subtrades" to the right of your trade
  4. Hit "Standard Findings" to the right of your subtrade
  5. Hit "Update" to the right of the one you want changed.
Type/paste/dictate the new text.
If it is a problem/deficiency, check the "Is Deficiency" checkbox.
Finally hit "Save"
You've got yourself an updated standard finding!  Woot!
p.s. Remember you can also add and delete them too.
Topic: Standard Findings

There's no video for this topic. Do you want us to create one? Let us know.

How do I delete standard findings?

  1. You go "My Settings" in the upper-right corner.
  2. My trades and standard findings
  3. Hit "Subtrades" to the right of your trade
  4. Hit "Standard Findings" to the right of your subtrade
  5. Hit "Delete" to the right of the one you want changed.
Standard finding is now gone!
p.s. You can also add and update them too.
Topic: Standard Findings

There's no video for this topic. Do you want us to create one? Let us know.

How do I change the margins on my report?

A Microsoft Word document can only have one set of margins. So those are set based on the first document in your list. To change the margins, get a copy of the first document in your list, edit it and re-upload it. (Click here to get more info on how to edit your documents)
Topic: Report Template

There's no video for this topic. Do you want us to create one? Let us know.

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