Since the basic premise of Tap Inspect is to allow you to perform, customize, and publish professional looking home inspection reports, it’s important to understand how to use reports in your account. As we move forward in your setup, and as you continue working in and becoming more familiar with your account, you’ll see that you have a lot of customization options. For now, we’ll just stick to the basics.
This is the second step to getting your account up and running successfully.
- Step 1: Setup your Account
- Step 2: Working with Reports
- Step 3: Understanding Templates
- Step 4: Understanding and Using Comments
- Step 5: Understanding and Using Photos
In this step you’ll learn the elements of a Tap Inspect report, how to record your observations, and share your findings.
What's Inside a Report
Your checklist consists of a hierarchy of elements to help you record your observations efficiently and organize your report in a clear, concise, easy to understand format. Those elements are:
Think of your Sections as the overarching category that you’ll be observing. For example, Bathrooms. The structure you’re inspecting may have multiple bathrooms, but you’ll want them all to be grouped together for organization.
You’ll want to record your observations for each bathroom independently though. Each individual bathroom will be a Subsection; Bathroom #1, Bathroom #2, etc.
Within each Subsection, you’ll need to break down what you’ve observed based on the specific things you’ve inspected. Items are where you accomplish this. For example, within each bathroom, you may inspect the Bathtub, Shower, Sink, etc.: each of these are Items.
You can choose to complete your Items in a number of ways. The most commonly utilized Items are multiple choice or generic text that you enter, however as you move forward you will become more familiar with all the options available to you.
Record Your Observations
The report checklist prompts you to identify and describe the listed items on every inspection you perform. The checklist helps you make sure you record the same information on every inspection you do. As you complete each item by recording selecting or recording options the indicators in the mobile app will reflect that completeness.
Beyond selecting multiple choice items, you can report your findings in more detail by adding comments or photos. Comments and photos are important building blocks of your report. Comments let your voice as a home inspector ring through while photos show details and information to your client without them needing to thoroughly read our observations, as we know most clients don’t.
Your Report Summary is automatically comprised of all of your report comments designated with comment types that you've flagged to appear there. This allows your client to easily view the most pertinent information that you choose in a concise form and location.
Share Your Final Report
Once you have collected and recorded all your observations from the inspection report, you’ll want to share the report with your client and possibly other people involved with the job. Best practice is to always review your report for completeness, accuracy and potential typos before sharing.
You’re able to easily review the contents of your report on the Review Inspection screen within the app. You can also choose to view all comments so you can easily proofread without the need to sift through each Item of your report.
Now that you have an understanding of how reports work in Tap Inspect, let's move on to Step 3: Understanding Templates