We’ve designed the modern app experience to be as close as possible to what you already know. Your account profile, templates, saved comments, and pretty much everything else has been migrated to the modern app experience, and it’s all ready to go.

That should make it incredibly easy for almost everyone to pick up the new app and start inspecting and sharing their results immediately after making the switch.

As a best practice, we suggest scheduling and completing a sample job before going out live into the field. This will help you become more familiar and comfortable with the changes in the mobile app.

Walkthrough for Legacy App Users

Now that you have upgraded your account to the modern app experience, take a moment to get a quick walkthrough of the new experience so you have a feel for what has changed.

This six-minute video walks through the changes that are most interesting to legacy app users, so you can get up to speed quickly!

Getting started, there are a few customer-facing changes that you will want to keep in mind as you do your first few jobs with the new system.

New Jobs Dashboard and Modern Interface

The new Jobs Dashboard makes it even easier to run your home inspection business from your phone or tablet. While still providing the same simple-to-use and easy-to-learn reporting system.

You can still scroll your list of jobs up and down like you are used to, but we have added more views to make it easier to run your inspection business and book new jobs.

Built on the idea of a calendar, status indicators allow you to see your availability at a glance in the new Day View and Month View of your schedule—not just if you have a job but also what part of the day is still open.

The interactive Maps View shows you the location of each inspection for the day so you can see how much travel you will be doing. Tap on a pin for more information about the job.

Book a New Job While Still on the Phone

You can schedule a new job by tapping an open slot in the Day View of your schedule to grab that slot for a client while you are still on the phone. You can also tap the plus to start a new job and to manually choose any date or time.

We have added the most common inspection slots for you, but you can customize them to fit your business and your unique schedule. This makes it easier than ever to schedule a new job by tapping an open slot to book it and helps keep track of your availability.

Modern Web Reports

The first thing to know is that any inspection reports you share going forward will be modern, web-based, HTML reports. 

All your legacy reports are still there and have their original PDFs. But, any new results you share going forward, even if it’s an old job that you update, will be shared in the new, web-based report format.

The default format of the web report should be fine to get you started. We will go into how to customize the style a little later on. But right now, the big thing to know is that your agents and client will see a web-based report going forward not just a static PDF.

Are you worried about agents and clients that want a PDF? Don’t sweat !!

Readers can download or directly print just the Report Summary as a PDF or the whole Report as a PDF. They have the same high-resolution photos as the web report, so zooming into the PDF is not a problem. 

This gives your clients and agents the choices and quality that we have heard so much about. We really think they will appreciate the options.

New Client Portal

Another thing to know is that the sharing process has changed, and how your customers access the results has also changed a little bit.

When you publish a report in the legacy experience, we send an invitation email for you that directs people to a pickup page where they can view the report. You may or may not have customized the invitation email or the pickup page message.

With the modern experience, your clients have their own web-based client portal for every job. 

The client portal provides a single place to access their reports, and any attachments like agreements and invoices. If you’ve been using Tap Inspect Autopilot, you already know about the client portal.

The client portal gives us tons of flexibility and will let us help you provide an even better inspection experience for your clients and agents.

Sharing Results

With the new sharing process, you still have the option to add a personal message, but it will be displayed as a Client Portal Welcome message. This is pretty handy because it will be displayed EVERY TIME someone visits the portal. 

We have migrated your existing pickup page message to your new client portal welcome message. It will be displayed when you share your job results, and you can customize it for each job you do.

The invitation email has been sunset as a legacy feature, but additional Messaging has been added. You can find these in the Messaging settings in your web account. They give you the option to have multiple messages defined so they can differ when you initially share the job results and when you update the results.

Schedule and Complete a Job or Two Before Going Live in the Field

As a best practice, we suggest scheduling and completing a sample job before going out live into the field. This will help you become more familiar and comfortable with the changes in the mobile app.

Once you have become familiar with the new app and features, you will be ready to move on to Step 3 and start setting up and mastering the new features of the modern app experience.