About Reports in Tap Inspect

A Tap Inspect report is the final deliverable product you provide to your client due to the service they hire you to perform. The report is a standalone record of your observations and recommendations resulting from your inspection of a specific property at a specific point in time for a specific client. 

Reports are created from your account templates. Usually, when you schedule a new job.

The reports for a job are located on the Inspect tab of the job.

The Report Checklist helps you stay on track and record the same information on every inspection you do. This helps you identify and describe everything required by most Standards of Practice.

Add Comments to your report to describe what is unusual about this specific property and help guide your client on what to do next. Comments go deeper and are more specific than your checklist.

The report checklist and the comments you add to the report make up the final deliverable in your Client Portal.

About the Report Checklist

The report checklist is made up of items, organized by section, that are completed as you inspect.

The items in your report checklist help you quickly record the right information on every job. A report item may be multiple choice, a photo item that prompts you to take a photo, or a text entry item that let you type or dictate text to record what you observe.

Visual indicators show incomplete items' locations and what still needs to be recorded so you don’t miss anything.

Change the Checklist to Fit the Property

The checklist can be changed job by job to fit the property you inspect. Tap Edit in the top right corner of the Inspect tab to go into Edit Mode of your report. Tap Done to return to data entry mode.

While you are in Edit Mode you can show any hidden sections you need for this property. You can also hide any unneeded sections.

You can also duplicate sections in Edit Mode to add another one as needed. Like adding another Garage, Water Heater or HVAC section.

Managing Reports in a Job

Most of the report housekeeping tasks are handled automatically by Tap Inspect. There are also some additional tools available in Tap Inspect to help you manage your reports to help you quickly and easily record your inspection observations.

Copy a Report or Import Report Data

You can copy an existing report from either the current job or from another job to make a full new copy of a report. This duplicate includes all of the job information, observations, and photos from the original report. This can be handy if you are inspecting the property again or if you are doing a re-inspection.

Importing inspection data works a little differently. Once you create a new report, even from a different template, you can import data from a source report into your new report. All the data from the source report is imported as long as your new target report has a matching section, subsection, or item.

Trashing and Restoring Reports

If a report is no longer needed for a job, you are encouraged to trash the report to remove it from the job. Otherwise, a blank report will be visible in the public-facing client portal. 

Don't hesitate to trash unneeded reports because restoring a report is a very simple process.