📈The Left Side Bar

The left side bar inside of a report is where you can...

• Preview and Publish a Report

• Copy Report, which will copy all the data in a report to a new report

• Review Required Fields

• Save Template

• Submit feedback

• Access Your Settings

Preview and Publish a Report

DESKTOP VIEW: This first video shows the preview and publish functions on the desktop side of things. Note that you cannot share a previewed report, but you can see what it will look like. In a previewed report, you will not be able to stream videos or produce a PDF. You can preview a report as many times as you like.

Please note that to see publishing and preview on the mobile app, please check the mobile app section of these directions.

Copy Report

This feature can be used for building sample reports or performing re-inspections. See the videos below.

Creating a Sample Report for Your Website

One of the easiest ways to create a professional sample report is to duplicate a completed inspection report and remove any client-specific information. This allows you to showcase the quality of your reports while protecting your client's privacy.

Step 1: Open a Completed Report

Open a report that has already been completed and published.

Choose a report that represents the quality of work you want prospective clients to see.

Step 2: Create a Copy of the Report

1. Open the report.

2. Select Copy Report.

ScribeWare will create an exact duplicate of the original report, allowing you to edit the copy without affecting the original inspection.

Step 3: Remove Personal Information

Update the copied report to remove any identifying information, including:

• Client name

• Property address

• Any other personal details that could identify the client or property

For example:

• Change the client name to Sample Report or ABC Home Inspection Sample.

• Replace the property address with a generic address in your service area.

This ensures your sample report protects your client's privacy.

Step 4: Update the Cover Photo (Optional)

When a report is copied, the original cover photo is removed.

You have several options:

• Upload a photo of a different home.

• Use a stock or portfolio image.

• Leave the cover photo blank.

Using a different house photo helps further anonymize the report while creating a more polished presentation for your website.

Step 5: Publish the Sample Report

Once you've removed the personal information:

1. Click Publish.

2. Choose Publish Without Sending.

ScribeWare will generate a new report link for the copied report.

Step 6: Add the Link to Your Website

Copy the newly generated report link and use it anywhere you want visitors to view your sample report, such as:

• Your website

• Marketing materials

• Social media

• Email signatures

Best Practices

• Choose one of your best inspection reports as the foundation for your sample.

• Remove all client-identifying information before publishing.

• Replace the cover image with a different home to further protect the original property.

• Publish the copied report without sending it to a client.

• Use the new report link for your website and marketing materials.

Summary

Creating a sample report is as simple as copying an existing report, removing the personal information, updating the cover photo if desired, and publishing the copy without sending it. This gives you a professional sample report that demonstrates the quality of your inspections while maintaining your clients' privacy.

Re-Inspection Using Copy Report

Required Fields

Here are a number of videos showing how to use required fields. These are a great way to make sure you do NOT miss anything on an inspection. You can set your entire SOP as a required field to let ScribeWare walk you through the inspection so you never miss anything critical.

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