The ipaq devices or PocketPC phone devices are recommended.
Note: The earlier Blackberry devices may not have sufficient memory to download a complex web page.
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How to create your first report
As with all inspections, you can start the report at the office with information you have collected from your scheduling conversation with your client. So let's begin with the inspection cover page.
1. Open your inspector view (in production, every inspector will have their own view, ID & password)
www.quickhelp.us/rs.nsf/inspectors/inspector
This view will normally display the inspections you have created, sorted with the latest at the top. Since we are creating a new inspection, click on "Create new report"
At the top of the cover page, enter your inspector id as assigned when you signed up. This will allow all of your inspections to list in the "Inspectors View".
Enter in a client id name. First initial and last name will do as it does not need to be unique. Because the document has not been saved, ignore the "URL for your client" link.
I have entered my information, now let's go down the page...
Enter your client's name and your name (and title if desired).
My information and the client's is entered.
In this box, add your inspection legal speak.
Let's go further down the page...
Complete the required fields, change the default date, and complete any of the other fields you have information for. You can edit this page later.
NEVER uncheck this box if the inspection is not complete and you may still need to make changes! You will uncheck this box before you send the link to your client.
You should have CompanyLogo.jpg & Membership.jpg image files created on your computer. CompanyLogo.jpg will be resized to 100 pixels high and Membership.jpg will be resized to 80 pixels high. You will add these to all report cover pages, so keep them handy!
You can add the inspection CoverPhoto.jpg later. The CoverPhoto.jpg will be resized to 300 pixels high. And when you take the picture, keep your camera horizontal. That way no rotation of the image is needed and it fits better on the page.
Now that I have located my company logo & membership image, I can click on Save & exit. - Sorry the demonstration database will not allow you to save the form.
oops - I didn't fill out a required field, I will use the "back" button and fix this and save the document.
Now we have our new report cover page listed
When we open the cover page, we see that our logo, the inspection date & our clients name have populated the report cover page. Also the URL for your client is now accurate and you should copy this link to send to your client. This link will only appear while the cover page is in "Draft" mode so be sure to copy the link before marking this page final!
Page down to the bottom of this page. This is where you will create the inspection pages for this report.
This is a partial list. You can click on any of these that apply to the property you are inspecting. This can be done in advance.
I will open and save the General Information form.
You now see the General Information form is listed for our new inspection. It is marked "Draft" to remind you it is not complete.
To get an idea what your client will see, open the cover page (the client's name) and click on the URL for your client at the top of the page.
This is not complete, but you get the idea of how it will look. |