Finishing Your Inspection Report
Once you have finished your inspection, you can see at a glance if there are any items you may have missed in your template. Each section of your report will have either a green check mark indicating all the items have been recorded or a red circle with the number of items yet to be completed. When you see a green checkmark you finished that section's items.
Proofread Your Comments
Once all the items of your checklist have been completed it is good idea to proofread all your comments. Just like the the number of incomplete items, you can see how many comments are in each section by the number in each grey circle.
You can go into each section one by one to review them but it it much easier to review them all at once by tapping on the View All Report Comments.
Each comment with photos is displayed under each section of the report it was recorded in. Just tap on any of them to open it back up in the comment editor.
You can edit the text, add or remove photos and even switch it from Informational to Deficiency or vice versa. Just like almost all the other screens in Tap Inspect you can tap on the Edit button and rearrange the order of your comments or delete one.
Review the Report
Once you are happy with your comments you can review the actual Report PDF that will be Published.
Scroll through the pages, zoom in on photos and make sure it is what you expected. I tend to go over each page with my client so they know what to expect and to explain anything they may not understand about the report. If there is anything than needs changing or added, just go back to the report, make your changes and preview the report again.
Once you are satisfied, tap on Choose Recipients on the tab bar to select the people to view the report.
Choose Who to Invite and Add a Message
Now that your report is completed and the PDF has been proofed it it time to invite others to view the report. If you have added emails for your client and any agents they are available to choose from. Others can also be invited by adding their email addresses below. Just add a check mark and that person will be sent an email inviting them to view the report.
Tap Inspect does not use passwords but rather very long secure links that are different for each person you invite. For someone to view a report they must be invited by you. Once they click on the link, we send you an Notification Email letting you know that particular person has picked up the report.
Did you forget someone? Not a problem, you can open any previously published report and add more emails and re-publish to invite them. When you have added everyone you want to invite tap on Next.
There is a default message that is added to each invitation that you can customize from your web account. Take a look at How to Personalize and Brand Your Reports for more information.
This can be changed and added to for any report. Just type what you want or nothing at all and tap on Send to publish the report.
The tablet interface is a little different here since we can display both the invitation list as well as the invitation email on the same screen. It works the exact same way.
Ready to Publish and Share with the World
Now your report has been completed, proof read, people have been invited, and the invitation email has been customized. The only thing left to do is to tap on Send.
As your report is being published you will see the progress bar fill as it nears completion.
Once you see the green check mark your report has been sent to our server and is ready for viewing. Each person you invited has been sent an email and can download the report when they choose.