How to generate a PDF Inspection Report:
One should generate a PDF Inspection report once all of the required (Tenant, Landlord / Investor, and Agent) signatures have been obtained.
Navigation: Inspections > View Inspections > Options > Generate Report
- Click on Inspections
- Click on View
- Click on Options, select Generate Report or Custom Report (to hide any empty checklist items)
- Close the Inspection Report preview
- All generated Inspection Reports will be saved to the Inspections Document Tab
- Click on Email underneath the Report name
- Enter the Recipient's details, select the Saved Reply, and click on Send
- Click on X to close the email preview
- Once the PDF Inspection report has been sent to all the relevant parties, the inspection should be marked as Completed (Only Complete an Inspection directly after sending the PDF report, if there were no recorded defects that needed to be actioned).
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