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How does this all work?
Here's the big picture.
- Add a new inspection.
- Add a bunch of findings.
- Add some photos.
- Generate a Word document.
- 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!
Adding photos (pictures)
You can have as many photos as you like associated with a finding. To add a photo to a finding ...
- Click/tap on the finding. A toolbar appears.
- Click on the camera icon
- 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.
There's no video for this topic. Do you want us to create one? Let us know.
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.
There's no video for this topic. Do you want us to create one? Let us know.
How do I add standard findings?
- You go "My Settings" in the upper-right corner.
- My trades and standard findings
- Hit "Subtrades" to the right of your trade
- Hit "Standard Findings" to the right of your subtrade
- Hit "Add new standard finding" at the top
There's no video for this topic. Do you want us to create one? Let us know.
How do I update standard findings?
- You go "My Settings" in the upper-right corner.
- My trades and standard findings
- Hit "Subtrades" to the right of your trade
- Hit "Standard Findings" to the right of your subtrade
- Hit "Update" to the right of the one you want changed.
There's no video for this topic. Do you want us to create one? Let us know.
How do I delete standard findings?
- You go "My Settings" in the upper-right corner.
- My trades and standard findings
- Hit "Subtrades" to the right of your trade
- Hit "Standard Findings" to the right of your subtrade
- Hit "Delete" to the right of the one you want changed.
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?
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.
- Add a new inspection.
- Add a bunch of findings.
- Add some photos.
- Generate a Word document.
- 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!
Adding photos (pictures)
You can have as many photos as you like associated with a finding. To add a photo to a finding ...
- Click/tap on the finding. A toolbar appears.
- Click on the camera icon
- 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.
There's no video for this topic. Do you want us to create one? Let us know.
How do I add standard findings?
- You go "My Settings" in the upper-right corner.
- My trades and standard findings
- Hit "Subtrades" to the right of your trade
- Hit "Standard Findings" to the right of your subtrade
- Hit "Add new standard finding" at the top
There's no video for this topic. Do you want us to create one? Let us know.
How do I update standard findings?
- You go "My Settings" in the upper-right corner.
- My trades and standard findings
- Hit "Subtrades" to the right of your trade
- Hit "Standard Findings" to the right of your subtrade
- Hit "Update" to the right of the one you want changed.
There's no video for this topic. Do you want us to create one? Let us know.
How do I delete standard findings?
- You go "My Settings" in the upper-right corner.
- My trades and standard findings
- Hit "Subtrades" to the right of your trade
- Hit "Standard Findings" to the right of your subtrade
- Hit "Delete" to the right of the one you want changed.
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?
There's no video for this topic. Do you want us to create one? Let us know.