This article covers how to share your inspection reports directly from your device and how to verify your email template before sending.
Overview
Reports provide a static snapshot of your inspection data at a specific point in time.
When you share a report, your recipient receives a text-based email containing a link to the final report. Recipients can click this link to view the report in their web browser. If they need a physical or offline copy, they can download a PDF version by clicking the download icon in the top-right corner of the shared report web page.
Requirements
Before sharing your reports, ensure the following conditions are met:
- Upload Status: All inspection data on your mobile device must finish uploading before reports are sent to your recipients.
- Preparation: Ensure you have finished customizing your reports, adjusted your settings, and collected any necessary signatures on your device.
Steps
Sharing Reports from Your Mobile Device
You can preview the email template and share your report directly from the Inspections app.
- Navigate to the report preview screen where you adjusted your settings and collected signatures.
- Tap Share.
- Review the email preview screen, which displays the default email template text in the body. You can verify and ensure the email's title and body are correct.
- Add your recipients:
- Tap the plus (+) icon in the upper-right corner to select yourself (the Inspector) or any contacts already associated with the unit or property.
- Alternative: Tap the plus (+) icon and select Choose Recipient From Contacts to choose from existing email contacts saved under the email account associated with your device.
- Tap the Send button in the top-right corner to share the report.
- Once sent, the app will automatically return you to your inspection list.