About Reports in Tap Inspect

A Tap Inspect report is the final deliverable product that you provide to your client as a result of 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. 

Lifecycle of a Report

Each report follows the same basic lifecycle in Tap Inspect. These are the same workflow steps a typical home inspector follows in the course of doing our jobs.

1. Report is created.
2. Inspection observations are recorded.
3. Report is shared with your client.
4. Report is archived from the mobile device.

Managing your Reports

Most of the report housekeeping tasks are handled automatically for you by Tap Inspect. There are also some additional tools available in Tap Inspect to help you manage your existing reports and move through the lifecycle quickly and easily.

Search and Open Past Reports

Finding and opening a report for a past job is a fairly common occurrence when running a home inspection company. Tap Inspect makes it simple to find a job from both the mobile app or from your web account.

You can search for a report using whatever information you have. That can be part of the address or part of your client's name.

If the report was done over 30 days ago it has probably been archived from your mobile device to save space. Just tap on the report in the mobile app to retrieve it from the cloud and open the archived report.

Duplicate or Import Report Data

To make a full new copy of a report you can duplicate an exiting report. This duplicate includes all of the job information and all of the 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.

One example of this would be importing the data from a home inspection report into a Florida four point report to fill it out automatically. 

Trashing and Restoring Reports

If a report is no longer needed you are encouraged to trash the report to remove it from your list of reports. The report could be for a job that was cancelled after it was scheduled, it could have been a practice report, or it could even be a report you created by mistake.

Don't hesitate to trash unneeded reports because restoring a report is a very simple process. You can restore any trashed report for up to 30 days after it was trashed.