Once you have collected and recorded all your observations from the inspection into you report you want to share that report with your client and possibly other people involved with the job.
This article will cover how that works and what is needed to make it happen.
Things to Know
Here are some key things to know about sharing your reports with others.
- Publishing a report tells Tap Inspect that you are ready to share your report with others.
- You share a report with specific people by inviting them.
- Each invited person is sent a unique trackable link to let them view the report.
- You can change a report after publishing and re-publish the report for others to see it.
Preview Your Report Before Sharing
It is always a best practice to review the final report before you publish and share it with others. This gives you the opportunity to proofread the report for readability, typos, and clarity.
The Review Report screen of the app lets you review the entire report exactly like the people you invite will see it. If you see anything that needs to be changed you can quickly switch to the Perform Inspection screen, make your changes, and return to the Review Report screen.
Invite Others to View the Report
Once you are happy wth the report you are ready to share it with the world. You can choose the people to invite from the Choose Recipients screen of the app.
If you have followed the best practice of adding all the people involved with the job to the Job Information and included their email address this is a super simple step.
Each person listed with a checkmark will be sent an invitation. Tap on a persona to add or remove the checkmark. If a person is not in the list you can add another email address to invited them.
Personalize the Invitation Message
When you are ready to send the invitations out you can add a personal touch to the invitation message for this job. You do that from the Invitations part of the Choose Recipients screen of the app.
You are always started with the default invitation that is defined in the Report Publishing settings of your account. Now you can add a sentence to provide a personal touch for you client and your business brand.
Publishing the Report
Publishing the report is what tells Tap Inspect that the current version of the report is what you want to share with the people you have invited. Publishing is done from the app after you have invited at least one person.
You can open a published report in the app and you will be warned if you make changes to it. Thats ok. You can change any published report. You will need to re-publish it if you want to make the changes visible to the people you invited.
Pickup the Report
Most clients only experience your brand from the time they spend scheduling and the time they interact with your report.
By default the inspector is also selected to send an invitation. Open your email and click your link to have the same experience that all your clients have.