We’ve designed the new 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 new app experience and it’s all ready to go.
That should make it incredibly easy for almost everyone to just pick up the new app, start inspecting, and sharing your results.
Now that you have upgraded your account to the new app experience take a moment for a quick walkthrough of the new app experience so you have a feel for what has changed.
Getting started there are few customer-facing changes that you will want to keep in mind as you do your first few jobs with the new system.
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 with 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 res 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.
I’m sure you’re familiar with the legacy process of how when you publish a report 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 pick up page message.
Now, with the new experience your clients have their own web based client portal for every job.
The client portal provides a single place where they can access their reports, 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.
With the new sharing process you still have the options 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 the new client portal welcome message for you. You will see it displayed when you are sharing your job results and you can customize it for each job you do as you like.
The invitation email has been sunset as a 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.
Once you have become familiar with these new features you will be ready to move on to Step 4 and start setting up and mastering the new app experience.