Welcome to the inspectcheck.net home inspection reporting system tutorial NEXT.
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Transcript of Welcome to the inspectcheck.net home inspection reporting system tutorial NEXT.
Welcome to the inspectcheck.net home inspection reporting system tutorial
NEXT
Some Important Points Before We Get Some Important Points Before We Get StartedStarted You do not need an internet connection to complete a reportYou do not need an internet connection to complete a report
You DO need an internet connection to load a report to your device. It will be You DO need an internet connection to load a report to your device. It will be loaded & saved to your browser, and functional.loaded & saved to your browser, and functional.
Once you re-establish an internet connection – your report will automatically Once you re-establish an internet connection – your report will automatically be saved to our server.be saved to our server.
You DO need an internet connection to finalize, download and email a report.You DO need an internet connection to finalize, download and email a report. When completing a report in off-line mode; you should never exit your browser. When completing a report in off-line mode; you should never exit your browser.
You can put your device in stand-by mode without exiting your browser.You can put your device in stand-by mode without exiting your browser. Click the “save” button on the report often in off-line mode – Never click the Click the “save” button on the report often in off-line mode – Never click the
“Save and Close” or “Finalize” button in off-line mode. Your report is “Save and Close” or “Finalize” button in off-line mode. Your report is automatically saved while you are completing it On-Line.automatically saved while you are completing it On-Line.
Always keep a charger, AC cable or extra battery available. Depending on your Always keep a charger, AC cable or extra battery available. Depending on your device; you may lose a report if you lose battery power device; you may lose a report if you lose battery power onlyonly in Off-Line mode – in Off-Line mode – You will You will nevernever lose a report in On-Line mode or after you re-establish an lose a report in On-Line mode or after you re-establish an internet connectioninternet connection
You can access your “Virtual Office”, & all your reports from anywhere, and will You can access your “Virtual Office”, & all your reports from anywhere, and will never lose a report.never lose a report.
Keep a hardcopy of iNSPECTNOTES™ with you at all times. You can enter the Keep a hardcopy of iNSPECTNOTES™ with you at all times. You can enter the information into a report at a later time.information into a report at a later time.
You can try different browsers to see which one works best on your device, You can try different browsers to see which one works best on your device, however we recommend Internet Explorer and Firefoxhowever we recommend Internet Explorer and Firefox
Lets Get Started
Go to: inspectcheck.netGo to: inspectcheck.net
Initial RegistrationInitial Registration
Click the Click the “Registered “Registered Users Login”Users Login”
OR – The link in OR – The link in the first feature the first feature boxbox
(Both will lead you to the same (Both will lead you to the same place)place)
Initial RegistrationInitial Registration Click “Create Account”Click “Create Account”
Once registered you would enter your email and password to access your account
Create AccountCreate AccountFill in all information including a password – then click the “Submit” button
Continue Account CreationContinue Account Creation
Click the “Subscribe” button
You DO NOT need a PayPal account – you can use your credit card or bank account for automatic monthly subscription rates
Finishing Setting up Your AccountFinishing Setting up Your Account
Enter your PayPal password IF YOU HAVE ONE
If you DO NOT have a PayPal account; click here
After Setting up Your AccountAfter Setting up Your Account
You will receive an email from Turn Key You will receive an email from Turn Key confirming your account and passwordconfirming your account and password
You will then be able to login to your You will then be able to login to your new inspectcheck accountnew inspectcheck account
Lets start inspecting!…………………..Lets start inspecting!…………………..
Create Your Company and Inspector Create Your Company and Inspector Profile After RegisteringProfile After Registering
Go to Go to inspectcheck.netinspectcheck.net
Click the Click the “Registered User “Registered User Login” buttonLogin” button
Enter Your Email and PasswordEnter Your Email and Password
Then Click the “Login” Button
Your Personal DashboardYour Personal Dashboard First – Click First – Click
on on Company Company Settings Settings ––(to set up your (to set up your company company profile)profile)
Company Settings / Details PageCompany Settings / Details Page
Fill in all company information Including a company logo, picture, or graphic
After all of your company information is entered click the “SAVE” button
Click here to add inspectors
Add Inspector(s)Add Inspector(s) All your All your
company company inspectors inspectors will appear will appear here.here.
The list will The list will be empty be empty until you until you add an add an inspectorinspector
Click – Click – ““New Inspector”New Inspector”
to add an to add an inspectorinspector
Add New InspectorAdd New Inspector Fill in all the Fill in all the
information information including including “temp “temp password”password”
Then click Then click “SAVE”“SAVE”
Each Each inspector will inspector will have a have a unique unique password to password to access their access their respective respective reports and reports and clientsclients
The Inspector Who you Just Added The Inspector Who you Just Added Will Appear on the Inspectors ListWill Appear on the Inspectors List
Now Click on the Inspectors Name to Add Additional Information like License Number & Phone Number
This Screen Will AppearThis Screen Will Appear
Add License Number or check the box below License # if a license is not required –
The License number will appear on all reports completed by this inspector
Click – SAVE when finished
Back to Your Personal Dashboard ScreenBack to Your Personal Dashboard ScreenHere you can do the following:Here you can do the following:
Start a new ReportStart a new Report Add a ClientAdd a Client Change Company settingsChange Company settings Edit Inspectors InformationEdit Inspectors Information Edit Company SettingsEdit Company Settings View View allall reports: reports: - Pending Reports- Pending Reports - Reports in Progress- Reports in Progress - Finalized Reports- Finalized Reports - Archived Reports- Archived Reports
Download inspectnotes™Download inspectnotes™ - - We have made inspectnotes ™ We have made inspectnotes ™
for field use when a pen and for field use when a pen and paper are easiest for you. Or if paper are easiest for you. Or if you do not want to use a tablet you do not want to use a tablet or computer in the field. Simply or computer in the field. Simply fill the inspectnote worksheet fill the inspectnote worksheet out and enter the inspection out and enter the inspection information from your desk information from your desk after the inspectionafter the inspection
Edit Edit Company Company InformationInformation
Edit Edit Inspector Inspector InformationInformation
All Reports All Reports in Progress in Progress are listed are listed including including the the inspectorinspector
View All Your View All Your ClientsClients
View your account View your account informationinformation
Add a Add a ClientClient
Everything Everything you need is at you need is at your personal your personal dashboard or dashboard or “Virtual “Virtual Office”Office”
Click Here to Start a New Report
Your Phone Rings For an Inspection…..Your Phone Rings For an Inspection…..Click the Click the NEW REPORTNEW REPORT tab on your Virtual Office Personal Dashboard tab on your Virtual Office Personal Dashboard
You will be You will be directed to directed to this screenthis screen
As an option As an option you can you can “name” the “name” the reportreport
Select Client Select Client information information and property and property information information using the using the drop down drop down boxes if on boxes if on file – file – Otherwise Otherwise select select “ADD “ADD NEW”NEW”
Select the inspector who will be completing the inspection
Starting a New Report…..Starting a New Report…..Client InformationClient Information
We selected We selected the “Add the “Add New” buttonNew” button
New clients New clients information goes information goes here (if not here (if not already on file) already on file) This is the clients This is the clients mailingmailing address address
Next click the Next click the “Add New” for “Add New” for the the inspectioninspection property property information information
Starting a New ReportStarting a New Report…..….. Property InformationProperty Information
Inspection Inspection Property Property Information is Information is entered hereentered here
Click – Click – “Save“Save & Continue”& Continue” to start the to start the report now or report now or “Save & “Save & Close”Close” to start to start the report at a the report at a later timelater time
We will click “Save & Close”
Once you select a client or property who you have on file – all of their personal and property information will be listed in the drop down boxes
Starting a New Report – Using the Drop Down BoxesStarting a New Report – Using the Drop Down Boxes Using the drop Using the drop
down boxes, we down boxes, we located our located our client because client because we already had we already had him on file. We him on file. We put the put the information in information in earlier and earlier and clicked clicked “Save & Close”“Save & Close”
The inspection The inspection properties properties associated with associated with this client will this client will be listed in the be listed in the drop down drop down boxes .Simply boxes .Simply select the select the property you property you are going to are going to inspectinspect
Now we will click “Save & Continue”
Start a ReportStart a Report After After
clicking clicking “Save & “Save & Continue”Continue” you are you are directed to directed to the first the first page of the page of the report report formsforms
Report – Page 1 – Contract for Home InspectionReport – Page 1 – Contract for Home Inspection Once this page Once this page
is visible on is visible on your browser – your browser – you no longer you no longer need an need an internet internet connection to connection to complete the complete the reportreport
The top part of The top part of the Contract is the Contract is automatically automatically filled out with filled out with your company your company and client and client informationinformation
Enter the cost of Enter the cost of the inspection & the inspection & additional additional servicesservices
Inspection Address and client name appear at the top
Attachment
Report – Page 1 – Contract for Home InspectionReport – Page 1 – Contract for Home Inspection
You select the You select the additional testing additional testing your client has your client has requested. You can requested. You can add additional tests add additional tests in the “Other” boxin the “Other” box
Your client, using Your client, using the keyboard, the keyboard, stylus, or mouse stylus, or mouse (depending on the (depending on the device or Apps device or Apps installed) initials installed) initials here either here either authorizing or authorizing or refusing additional refusing additional teststests
Attachment
A Word About The Contract / Agreement For Home Inspection
If you currently have a contract or agreement that you use – you can still use it – just copy and paste it into the report
The inspectcheck.net contract or the contract you inserted will automatically become a part of the home inspection “record” when your report is finalized. It cannot be deleted from the finalized report
The electronic agreement will never be lost or subject to alteration.
By selecting the “I Agree” button; your client is electronically signing and agreeing to the contract. As with any legal contract, please check with your legal counsel.
There will be explicit instructions next in this tutorial regarding modifying and manually signing your contract / agreement
EDIT CONTRACT / AGREEMENT EDIT CONTRACT / AGREEMENT FOR HOME INSPECTION and ADD SIGNATUREFOR HOME INSPECTION and ADD SIGNATURE
You can edit the home inspection You can edit the home inspection contract for contract for justjust the report you are the report you are working on, or save the changes for working on, or save the changes for allall future reports future reports
Before clicking the “Edit Agreement” Before clicking the “Edit Agreement” button, ensure you have an internet button, ensure you have an internet connection and are on-line. You also connection and are on-line. You also must be on-line to “save” the agreement must be on-line to “save” the agreement ..
Edit Contract – Step 1 – Click the “CONTRACT” tab on the top of the report formScroll to the bottom of the contract page and click or touch the “EDIT AGREEMENT” tab
Change the inspection date
Change fee
Attachment
Click or touch to place your cursor in the text to Click or touch to place your cursor in the text to make changes. make changes. Save changes for this report or save changes for Save changes for this report or save changes for future reports.future reports.
Click “Save Agreement” when finished
Add a Manual Signature to the Contract / Add a Manual Signature to the Contract / Agreement for Home InspectionAgreement for Home Inspection
To add a manual signature to the agreement / contract To add a manual signature to the agreement / contract for home inspection you must have completed the for home inspection you must have completed the report, finalized it and opened it on your device in report, finalized it and opened it on your device in Adobe or another PDF reader program. A good time to Adobe or another PDF reader program. A good time to do this is when reviewing the report with your client.do this is when reviewing the report with your client.
Inspectcheck will automatically save the “I Agree” Inspectcheck will automatically save the “I Agree” electronic signature (See the Federal ESGICA law of electronic signature (See the Federal ESGICA law of 2000 for applicability) 2000 for applicability)
After the PDF final version of the report opens After the PDF final version of the report opens complete the following stepscomplete the following steps
NOTE; you can use your own signature “APPS”, there NOTE; you can use your own signature “APPS”, there are many available are many available
Save the PDF report in Adobe and open in your deviceSave the PDF report in Adobe and open in your device
Click on the “Writing Tool” at the top of the pageClick on the “Writing Tool” at the top of the page
_________________
Report – Page 1 – Contract For Home InspectionReport – Page 1 – Contract For Home Inspection The client and inspector may be The client and inspector may be
able to sign the contract able to sign the contract beforebefore finalizing depending on your finalizing depending on your device and applications that you device and applications that you have installed or that can be have installed or that can be downloadeddownloaded
You can send the contract to your You can send the contract to your client via email before the client via email before the inspection. There is a contract inspection. There is a contract link on the inspectcheck.net link on the inspectcheck.net website at the “Sample Report & website at the “Sample Report & Contract” tab. The contract has Contract” tab. The contract has form fields. You can also send form fields. You can also send your PDF contract to us, and we your PDF contract to us, and we will create a form field PDF for will create a form field PDF for you. you.
Your client and the home Your client and the home inspector will sign the agreement, inspector will sign the agreement, either with the mouse, keyboard either with the mouse, keyboard or stylus (depending on your or stylus (depending on your device)device)
You can also print out a hard copy You can also print out a hard copy of the contract or agreement for of the contract or agreement for your client to signyour client to sign
After signing the contract “Save” the PDF After signing the contract “Save” the PDF report to your device – you can then email report to your device – you can then email the signed copy to your client or scan and the signed copy to your client or scan and insert it into the report using the “Edit insert it into the report using the “Edit Contract Command”Contract Command”
Inspectcheck will keep the original Inspectcheck will keep the original electronicallyelectronically signedsigned contract in your contract in your account. account.
You should keep a copy of the manually You should keep a copy of the manually signed contract on your device or computer if signed contract on your device or computer if desireddesired
Completing the Report! – Select the “Roof System” tab…Completing the Report! – Select the “Roof System” tab…The numbers on each tab indicate the number of items left to inspect. The numbers descend as you complete sections
Sub-categories are listed here – numbers next to each item indicate the items left to inspect
Completed sections will show a green check mark on the tab
iNSPECTCHECK ensures you do not miss any areas!
Attachment
Completing The ReportCompleting The ReportTouch the Item / condition – a checkmark appears indicating your selection
Every condition contains an “OTHER” category. You can select this and enter any information you want
When you are finished with your selections – touch the “Mark Section Complete” button
Attachment
Add Comments AnywhereAdd Comments AnywhereJust touch the box below any item – the curser appears – type any text you desire – there is no limit Attachment
Inspectcheck has “Voice Recognition” if your device is equipped. Just click the microphone icon.
Add PhotosAdd Photos
Add Photos anywhere in the report.
There is a “Camera Icon” below every condition. Simply select it to add photos
The button next to the camera icon indicates how may photos have been uploaded. Simply touch this button to view, delete, or edit images
Adding a Photo / ImageAdding a Photo / Image After you selected After you selected
the “Add Photo” the “Add Photo” button – this screen button – this screen appearsappears
Either select Either select “Upload New” OR “Upload New” OR “Choose From “Choose From Library”Library”
““Upload New” Upload New” would be obtained would be obtained from your device, from your device, camera or hard camera or hard drivedrive
Option 1Option 1 - Upload New Photo / Image - Upload New Photo / Image Click “Upload Click “Upload
New” and you New” and you will have the will have the ability to insert ability to insert a photo or a photo or image from image from your deviceyour device
In Off-Line In Off-Line mode this mode this feature is feature is limited – you limited – you still can take still can take photos, photos, however they however they will have to be will have to be uploaded after uploaded after an internet an internet connection is connection is re-establishedre-established
Option 1 - Uploading Image from your deviceOption 1 - Uploading Image from your device
After selecting “Upload Files” you will have the ability to select the photo or file from your device
Option 1 – Select photo / file from your deviceOption 1 – Select photo / file from your device
A photo in the “Home Insp pics” folder was selected
The “Added Image” box indicates the The “Added Image” box indicates the image was successfully added image was successfully added
(From your device or from the inspectcheck.net Library)(From your device or from the inspectcheck.net Library)
Click “OK” When Done
Option 2 – Choose Photo From Our LibraryOption 2 – Choose Photo From Our Library Select – “Choose Select – “Choose
From Library” – From Library” – you will be you will be directed to the directed to the inspectcheck inspectcheck stock photo stock photo library. There you library. There you can select the can select the category category containing several containing several stock photosstock photos
Use our stock Use our stock photos to further photos to further explain to your explain to your client a suggested client a suggested upgradeupgrade
Stock photos are Stock photos are labeled so not to labeled so not to confuse with confuse with inspection photosinspection photos
Option 2 - Select a photo from the “Stock Photo” Option 2 - Select a photo from the “Stock Photo” category that was selectedcategory that was selected
Select the photo a checkmark will appear
Multiple photos can be selected – when done click OK
inspectcheck Stock Photoinspectcheck Stock Photo If you wanted to If you wanted to
“show” your “show” your client how to client how to properly connect properly connect two flue pipes two flue pipes with a wye with a wye connection connection simply insert an simply insert an inspectcheck inspectcheck stock photostock photo
This feature will This feature will not be available not be available in off-line mode; in off-line mode; you can easily you can easily access once an access once an internet internet connection is connection is establishedestablished
Select the “View” command
View PhotosView Photos Click on the “photo” Click on the “photo”
button located next to button located next to the camera icon anytime the camera icon anytime to view, edit, or delete a to view, edit, or delete a photophoto
Just insert your photo –it Just insert your photo –it will will automaticallyautomatically be be categorizedcategorized,, labeledlabeled and and placedplaced in the proper in the proper section. You do not have section. You do not have to do to do anything.anything.
Any additional comments Any additional comments you add in the body of you add in the body of the report will the report will automatically appear automatically appear under the photo on the under the photo on the finished reportfinished report
You can easily add text, You can easily add text, circles, or arrows to your circles, or arrows to your photo using the “Draw” photo using the “Draw” commandcommand
Edit photo using draw commandEdit photo using draw commandSelect photo to be editedSelect photo to be edited
Select the “photos” button where the photo you want to edit is located
Select the photo you want to editSelect the photo you want to edit
Click the “Draw” command
Draw tool command appears
Draw Tool Command Buttons
Save
Eraser
Pencil
Delete
Undo / Redo
Select the “Pencil” icon
Using your finger, mouse or stylus; Using your finger, mouse or stylus; draw or add text to the photodraw or add text to the photo
When finished click the “Save” commandWhen finished click the “Save” command
Add text using your finger, a mouse, or stylusAdd text using your finger, a mouse, or stylus
Click “OK” to save the photo with the editsClick “OK” to save the photo with the edits
You can also edit pictures when reviewing the finished PDF report. Depending on the You can also edit pictures when reviewing the finished PDF report. Depending on the program you are using, there are several options available. Here we are using Adobe program you are using, there are several options available. Here we are using Adobe Reader. For even more options and functionality use Adobe Acrobat or other programReader. For even more options and functionality use Adobe Acrobat or other program
When reviewing the finished PDF – Click
“View” – “Comment” – “Drawing Markups”
Using the Annotations and Drawing Markups in the left pane – simply add pre-formed circles, arrows, text, etc. You can also use the highlighter to highlight text anywhere in the report.
Add “Sticky Notes” – when clicked, text appears with the information you put in for your client.
Add a sound clip or attachment. However your client and you must have a newer version of Adobe Acrobat for this function to work properly.
Add a photo to the finished PDF, including the cover page using Adobe Acrobat X or other comparable program. Simply right click and “Add Image”
Photo OrientationPhoto Orientation What is photo orientation?What is photo orientation? Most modern cameras and tablets automatically rotate a Most modern cameras and tablets automatically rotate a
photo taken to the proper view or orientationphoto taken to the proper view or orientation
Many devices have an embedded default orientationMany devices have an embedded default orientation
Because there can be many different devices where you Because there can be many different devices where you could add a photo to your report, we have listed the most could add a photo to your report, we have listed the most common devices and their default photo orientationcommon devices and their default photo orientation
Check your device when inserting a photo after the PDF is Check your device when inserting a photo after the PDF is competed to ensure your photos are in the proper competed to ensure your photos are in the proper orientation. This applies to cameras and devicesorientation. This applies to cameras and devices
You can also use your photo editing software to change the You can also use your photo editing software to change the orientationorientation
Microsoft Surface - proper photo orientationMicrosoft Surface - proper photo orientation
Apple IPad – proper photo orientationApple IPad – proper photo orientation
Samsung Galaxy – proper photo orientationSamsung Galaxy – proper photo orientation
Additional Comments PageAdditional Comments Page The comment The comment
tab will bring you tab will bring you to the additional to the additional comments page. comments page. Here, the Here, the inspector can inspector can add notes or add notes or additional additional comments for comments for the clientthe client
The additional The additional comment page comment page will appear at the will appear at the end of the end of the finalized reportfinalized report
Attachment
Adding AttachmentsAdding Attachments You can add a photo to the cover page of You can add a photo to the cover page of
your report. Some inspectors like to add a your report. Some inspectors like to add a photo of the house inspected. This will not photo of the house inspected. This will not change or effect your company logo or change or effect your company logo or picture. It is added to the cover page picture. It is added to the cover page under your company information and over under your company information and over the table of contentsthe table of contents
You can also add a Radon, additional You can also add a Radon, additional testing report, or technical information for testing report, or technical information for your client.your client.
Any attachment (except the photo) must Any attachment (except the photo) must be a PDF be a PDF
Adding AttachmentsAdding Attachments
Click the “Attachment” tab
Adding AttachmentsAdding Attachments
Add a Cover Photo
Add informational attachments
Add Cover PhotoAdd Cover Photo
Click Here to upload a cover photo
Upload AttachmentsUpload Attachments
Click Here to upload PDF attachments
NOTE: Some operating systems will not allow you to download certain formats
Choose a PDF file to upload from your filesChoose a PDF file to upload from your files
Upload Informational Upload Informational Attachments From The Attachments From The Inspectcheck LibraryInspectcheck Library
Select “Choose from Library”
The arrow will give you a drop down menu with all of the systems. Select a system and the information you want to include in the report
After Selecting the AttachmentsAfter Selecting the Attachments
View or change cover photo
Include “Full Text” or “Link Only” for the attachments by clicking this button
“Full Text” will increase the size of the report
Attachment Page in Final PDF ReportAttachment Page in Final PDF Report
Full Text documents will appear below
Finalizing the ReportFinalizing the Report When the report When the report
is completed all is completed all Tabs at the top Tabs at the top have a green have a green check indicating check indicating all of the all of the mandatory areas mandatory areas have been have been completed. completed. Remember Remember – – you must be you must be on-on-line line to “finalize” to “finalize” or “Save & Close” or “Save & Close” report report
You now have You now have 33 options….options….
1.1. Click Click “Save”“Save” if if you want to you want to continue working continue working or make changesor make changes
2.2. Click Click “Save and“Save and Close”Close” to review to review the report or the report or make changes make changes laterlater
3.3. Click Click “Finalize”“Finalize” to create a PDF, to create a PDF, or email the or email the reportreport
We selected finalize
NOTE: you should select the “Section Complete” button in all sections even if the item is not noted or inspected: ex; Air Conditioning, Garage, etc. This ensures the inspector does not miss any areas
Attachment
Finalize ReportFinalize Report In the In the
finalize finalize screen screen you can:you can:
1.1. View / View / Edit the Edit the reportreport
2.2. Download Download a PDF of ita PDF of it
3.3. Email the Email the reportreport
4.4. Archive Archive the reportthe report
4-Archive Report
1-View / Edit Report
2-Download a PDF to your computer
3-Email Report – Your client will receive the report in seconds
Creating a Summary PageCreating a Summary Page Creating a summary page is optionalCreating a summary page is optional If you select “Create Report Summary” inspectcheck.net If you select “Create Report Summary” inspectcheck.net
automatically includes all items noted under the automatically includes all items noted under the AMBER AMBER headings (some repair / close monitoring) headings (some repair / close monitoring) ANDAND the the REDRED headings (necessary repair / further evaluation)headings (necessary repair / further evaluation)
You will have the ability to decide what items are included in You will have the ability to decide what items are included in the summary pagethe summary page
You decide if the summary page is included in the final PDF You decide if the summary page is included in the final PDF reportreport
The summary page can be downloaded and emailed separately The summary page can be downloaded and emailed separately from the complete report from the complete report
You can delete the summary pageYou can delete the summary page Even if deleted, you can always create another summary pageEven if deleted, you can always create another summary page Headings on all items in the summary page are actually direct Headings on all items in the summary page are actually direct
links to the report. Your client can click on any summary item, links to the report. Your client can click on any summary item, and will be directed to the full report where this item appears. and will be directed to the full report where this item appears.
You can add text to items in the summary page without You can add text to items in the summary page without effecting the main reporteffecting the main report
Create A Summary PageCreate A Summary Page
In the Finalize screen select “Create”
Create a Summary PageCreate a Summary Page
Click to include Summary Page in final report
Click to include / omit items
You decide what is included in the summary page
Add text here – it only appears on the summary page
Summary Page Features – Clients View in Final ReportSummary Page Features – Clients View in Final Report
Finalize Screen After Creating a Summary PageFinalize Screen After Creating a Summary Page
The summary page will automatically be included in the complete report – unless it is deleted. To delete or edit summary page, click on “View/Edit”
The summary page can be viewed/edited, downloaded, or emailed as a stand alone document
Finalize, Email, or Archive ReportFinalize, Email, or Archive Report When you select email report – the email address When you select email report – the email address
of your client automatically appearof your client automatically appear You can change the email address before sendingYou can change the email address before sending Some email filters may perceive the email Some email filters may perceive the email
containing the report as “spam” and send it to your containing the report as “spam” and send it to your clients “junk” folderclients “junk” folder
If this happens – download the PDF report to your If this happens – download the PDF report to your computer and send it as an attachment from your computer and send it as an attachment from your emailemail
Once a report is Once a report is ArchivedArchived, you will , you will nono longer be longer be able to edit it. Archived reports able to edit it. Archived reports cancan be viewed, be viewed, downloaded and emaileddownloaded and emailed
Completed ReportCompleted Report You can You can
customize the customize the report cover report cover page with your page with your company company informationinformation
Client Client
information and information and inspector inspector information are information are automatically automatically includedincluded
If a cover photo If a cover photo is added – it will is added – it will appear hereappear here
How the inspectcheck report protects your client…..and youHow the inspectcheck report protects your client…..and you Cover Page…..Cover Page….. Branded with your company information, client Branded with your company information, client
information, & property information information, & property information Table of Contents….Table of Contents…. Contract / Agreement for Home Inspection...Contract / Agreement for Home Inspection...Use your contract or ours – it can Use your contract or ours – it can
be printed and easily editedbe printed and easily edited Introduction to a Home Inspection….Introduction to a Home Inspection….Clearly defines the home Clearly defines the home
inspection process to your client and the limits of a visual home inspectioninspection process to your client and the limits of a visual home inspection Section Headings….Section Headings…. Every section contains a heading clearly describing Every section contains a heading clearly describing
the item inspected and how the inspector reports his observationsthe item inspected and how the inspector reports his observations Detailed Graphics….Detailed Graphics…. Graphics corresponding to the system components Graphics corresponding to the system components
inspected for easy client referenceinspected for easy client reference Glossary….Glossary…. A detailed glossary for client referenceA detailed glossary for client reference Additional Information For Your Client….. Additional Information For Your Client….. Carbon Monoxide, Lead Carbon Monoxide, Lead
Information, Safety Tips, Radon Fact Sheet, Mold Information, & Web Sites Information, Safety Tips, Radon Fact Sheet, Mold Information, & Web Sites of Interestof Interest
CLIENT LINKCLIENT LINK ON THE iNSPECTCHECK.NET WEBSITE….. ON THE iNSPECTCHECK.NET WEBSITE….. Here your Here your client will have unlimited access to:client will have unlimited access to:
- Clients Priorities – Clients Priorities – Your client can prioritize the inspection including estimatesYour client can prioritize the inspection including estimates
- Home Maintenance Guide – Home Maintenance Guide – A checklist for your client for referralA checklist for your client for referral- I Need Repairs LinkI Need Repairs Link – – Whether your client is looking for a contractor or wants Whether your client is looking for a contractor or wants
to make the repairs themselves – we have included do-it-yourself videosto make the repairs themselves – we have included do-it-yourself videos
How the inspectcheck report protectsHow the inspectcheck report protects your client…..and youyour client…..and you
You just select the condition….inspectcheck does the restYou just select the condition….inspectcheck does the rest The inspectcheck report is an The inspectcheck report is an OOwners Manualwners Manual for your client, they for your client, they
will never forget you and the inspection you performed for themwill never forget you and the inspection you performed for them
You Select…”The Sump Pump Did Not Respond”You Select…”The Sump Pump Did Not Respond”
Your Clients Report States…..Your Clients Report States…..
Conditions Noted Below Require Necessary Repair and / orConditions Noted Below Require Necessary Repair and / orFurther Evaluation by a Qualified ProfessionalFurther Evaluation by a Qualified Professional
THE SUMP PUMP DID NOT RESPOND –THE SUMP PUMP DID NOT RESPOND – The Sump Pump Should Be Replaced / Repaired The Sump Pump Should Be Replaced / Repaired iNSPECTCHECK properly advises your client…. iNSPECTCHECK properly advises your client…. Even if you didn’t with our exclusive Even if you didn’t with our exclusive
“Explanation of“Explanation of Conditions”Conditions”
The Inspectcheck.net report is your client’s The Inspectcheck.net report is your client’s ““Home Owners ManualHome Owners Manual “. Your client is making “. Your client is making the largest purchase of their life, don’t they the largest purchase of their life, don’t they deserve a quality detailed, comprehensive deserve a quality detailed, comprehensive report?report?
Your client will have access to the “Client Link” Your client will have access to the “Client Link” feature on the Inspectcheck.net web site. They feature on the Inspectcheck.net web site. They can download the “Clients Priorities” work sheet can download the “Clients Priorities” work sheet that will help them prioritize the home that will help them prioritize the home inspection as it pertains to inspection as it pertains to theirtheir needs and needs and concerns. If desired, the inspector could include concerns. If desired, the inspector could include summary items in the Additional Comments summary items in the Additional Comments page at the end of the report. page at the end of the report.
The “Client Link” tab will also give them access The “Client Link” tab will also give them access to additional information and self help videosto additional information and self help videos
Get the Most Out of Your Virtual Office / Personal DashboardGet the Most Out of Your Virtual Office / Personal Dashboard
Quickly access all your reports and clients, in progress, finalized, and archived from anywhere
Start a New Report
All updates are included here
Download inspectnotes™ here
Access account settings
Edit inspector information
Access company settings
Reports in progress are all listed on the front page of the dashboard
Get the Most Out of Your Virtual Office / Personal DashboardGet the Most Out of Your Virtual Office / Personal Dashboard
All your All your reports are reports are listedlisted
Click on Click on Archived Archived reports to reports to accessaccess
Click Finalized Click Finalized Reports to view Reports to view finished reportsfinished reports
Click on any Click on any report to view report to view or edit itor edit it
Add a New Report
Quickly Search for a Report
What to do if you get a message on your What to do if you get a message on your screen while completing the reportscreen while completing the report
Messages could be “For your Messages could be “For your information” or actual “Error” information” or actual “Error” messages. messages.
Computer error messagesComputer error messages
Inspectcheck messagesInspectcheck messages
We will explain how to handle these We will explain how to handle these “messages”“messages”
““Override the lock” messageOverride the lock” message• This is not an error message
• This message is informing the user that the report may be open in another device or browser. Even if you think the report is not open, it still may be “running” in another browser or it was not logged out in the inspectcheck “cloud” and open there
• Selecting “OK” simply means that any change you make will update the report in your account
• Selecting “Cancel” will not allow you to make changes
The “Unable to load report” error message will only be received if you are The “Unable to load report” error message will only be received if you are trying to access or finalize a report if there is not an internet connection.trying to access or finalize a report if there is not an internet connection.
Establish an internet connection to correct this and access the reportEstablish an internet connection to correct this and access the report
Photo ErrorPhoto Error
If you receive this message click “OK” and try to insert your photo again. There is a possibility that the photo or file cannot be uploaded. This may happen if the photo or file is taken / created on an older device or camera or in a format that is not recognized.
Error Saving the Report MessageError Saving the Report Message
The “Save”, “Save and Close”, & “Finalize” button have been replaced with the “Close” button when this message is displayed
Error Saving the Report MessageError Saving the Report Message This message, although very rare indicates that any information This message, although very rare indicates that any information
you add to the report will not be saved from this point forwardyou add to the report will not be saved from this point forward Some of the reasons for this error message are:Some of the reasons for this error message are:
1.1. Your device has stopped respondingYour device has stopped responding2.2. Your browser has stopped respondingYour browser has stopped responding3.3. You do not have enough “RAM” or memory on your device (This can You do not have enough “RAM” or memory on your device (This can
be increased, in your device settings – more on this later in this be increased, in your device settings – more on this later in this presentation)presentation)
4.4. Communication between your device and inspectcheck has been Communication between your device and inspectcheck has been interruptedinterrupted
5.5. The specific report you are working on is open in another browser (on The specific report you are working on is open in another browser (on the computer you are working on or in another computer)the computer you are working on or in another computer)
If you receive this message, you should click “OK” and stop If you receive this message, you should click “OK” and stop completing the report because additions & changes may not be completing the report because additions & changes may not be savedsaved
After clicking “OK” establish an internet connectionAfter clicking “OK” establish an internet connection It is most important that you are also connected to the It is most important that you are also connected to the
inspectcheck.net serverinspectcheck.net server One way to ensure this is to select a photo button under a One way to ensure this is to select a photo button under a
selected item, and click the “Stock Photo” button. Select for selected item, and click the “Stock Photo” button. Select for example “Roof System”. If the roof system stock photos appear example “Roof System”. If the roof system stock photos appear you are on line you are on line andand connected to our server. (Then press close connected to our server. (Then press close so you do not add a photo)so you do not add a photo)
Error Saving the Report MessageError Saving the Report Message (Continued)(Continued) After ensuring you are connected to the internet; press After ensuring you are connected to the internet; press
the “close” buttonthe “close” button You will then have to log back in to your accountYou will then have to log back in to your account You should be able to locate the report under your You should be able to locate the report under your
reports “In Progress” or “Pending” reports “In Progress” or “Pending” The report should be completed to the point where the The report should be completed to the point where the
error message was receivederror message was received Sometimes the red checkmarks on the top of the report Sometimes the red checkmarks on the top of the report
may indicate that the report was not completed. Many may indicate that the report was not completed. Many times the information is there, you have to go back and times the information is there, you have to go back and click the “Section Complete” buttons in the report click the “Section Complete” buttons in the report sectionssections
If you have lost the information; exit out of your If you have lost the information; exit out of your account, refresh your browser, log back in. In your account, refresh your browser, log back in. In your reports, open the report you were working on, changes reports, open the report you were working on, changes should be there should be there
If error messages keep appearing; ensure you have an If error messages keep appearing; ensure you have an internet connection – save & close the report – log out internet connection – save & close the report – log out of your account and inspectcheck – refresh your browser of your account and inspectcheck – refresh your browser – go to inspectcheck.net and log back in to your – go to inspectcheck.net and log back in to your account. Access your report and continueaccount. Access your report and continue
Report appears to be having difficulty “saving” or Report appears to be having difficulty “saving” or appears to be “locked”appears to be “locked”
“Save” message does not stop spinning
Report appears to be having difficulty “saving”Report appears to be having difficulty “saving”
Ensure you have an internet connection Ensure you have an internet connection andand are are connected to the inspectcheck serverconnected to the inspectcheck server
The best way to determine this is to select the The best way to determine this is to select the camera icon on any selected condition, select camera icon on any selected condition, select “stock photos” and any section (Ex. Roof System), “stock photos” and any section (Ex. Roof System), if the stock photos are visible, then you are if the stock photos are visible, then you are connected to the inspectcheck server. connected to the inspectcheck server.
If you are sure you are connected to the If you are sure you are connected to the inspectcheck server; select “Save & Close”inspectcheck server; select “Save & Close”
Proceed to your dashboard (you may have to sign Proceed to your dashboard (you may have to sign back in) and find the report “in progress” or back in) and find the report “in progress” or “pending” – continue to complete the report“pending” – continue to complete the report
NEVER press “Save and Close” or “Finalize” if you NEVER press “Save and Close” or “Finalize” if you are not connected to the internet AND not on the are not connected to the internet AND not on the inspectcheck server.inspectcheck server.
Error Messages Error Messages Some additional informationSome additional information
Inspectcheck is a Inspectcheck is a veryvery large program large program
When working off-line, inspectcheck is saving When working off-line, inspectcheck is saving directly to your browser (Internet Explorer, directly to your browser (Internet Explorer, Safari, Chrome, Firefox, etc…)Safari, Chrome, Firefox, etc…)
When working on-line or off-line, inspectcheck When working on-line or off-line, inspectcheck is using a considerable amount of computer is using a considerable amount of computer memorymemory
Not having enough memory, may cause Not having enough memory, may cause inspectcheck to run slow, have trouble saving, inspectcheck to run slow, have trouble saving, or cause an error messageor cause an error message
There are things you can do to ensure There are things you can do to ensure inspectcheck performs at an optimum level on inspectcheck performs at an optimum level on your deviceyour device
When using Inspectcheck with anWhen using Inspectcheck with anApple I-PadApple I-Pad
Ensure any “Apps” are not running (tap the home Ensure any “Apps” are not running (tap the home button twice quickly and swipe all of the button twice quickly and swipe all of the applications off the screen)applications off the screen)
Go to Go to SettingsSettings > > GeneralGeneral > > UsageUsage and close down and close down anything that is running. Consider uninstalling anything that is running. Consider uninstalling anything you don’t want to useanything you don’t want to use
Bluetooth key boards could also cause issuesBluetooth key boards could also cause issues Close all browser tabs except inspectcheckClose all browser tabs except inspectcheck After closing tabs – go to After closing tabs – go to SettingsSettings > > SafariSafari (or (or
browser you are using) > browser you are using) > Clear HistoryClear History > > ClearClear Cookies and DataCookies and Data
Re-booting – Hold down the sleep / wake button Re-booting – Hold down the sleep / wake button and then slide to power off.and then slide to power off. Wait a few minutes and Wait a few minutes and restart.restart.
When using Inspectcheck with aWhen using Inspectcheck with aMS Surface / Windows 8 / 8.1 MS Surface / Windows 8 / 8.1
You can check how much space is available on your device by You can check how much space is available on your device by swiping or clicking in from the right – tap swiping or clicking in from the right – tap SearchSearch > > in the in the search box type “This PC” – tap or click “This PC”. Check the search box type “This PC” – tap or click “This PC”. Check the drive – if you are running low the drive will be marked in reddrive – if you are running low the drive will be marked in red
Clean up disk – Swipe in from the right edge, tap Settings Clean up disk – Swipe in from the right edge, tap Settings > > Control Panel – type ADMIN in the search box OR click Control Panel – type ADMIN in the search box OR click Administrative Tools, then double tap or click – DISK CLEANUP. In Administrative Tools, then double tap or click – DISK CLEANUP. In the Disk Cleanup dialog box in the Description section tap or the Disk Cleanup dialog box in the Description section tap or click click Clean Up System Files. Clean Up System Files. Go back to Go back to Computer Computer in File in File Explorer tap or click the drive you cleaned up, then tap or click Explorer tap or click the drive you cleaned up, then tap or click RefreshRefresh. .
Uninstall desktop apps you no longer need – Swipe in from the Uninstall desktop apps you no longer need – Swipe in from the right edge, click Search – enter in the search box – right edge, click Search – enter in the search box – ProgramProgram and and FeaturesFeatures – then click or tap – then click or tap Programs and Features. Programs and Features. Tap or click Tap or click a program – then tap or click a program – then tap or click Uninstall, Change, or RepairUninstall, Change, or Repair
When using Inspectcheck with aWhen using Inspectcheck with aMS Surface / Windows 8 / 8.1 (Continued)MS Surface / Windows 8 / 8.1 (Continued)
Uninstall Window Store Apps you no longer need – Swipe Uninstall Window Store Apps you no longer need – Swipe in from the right edge – tap Search to locate the app you in from the right edge – tap Search to locate the app you want to uninstall. Tap or click the app: then tap or click want to uninstall. Tap or click the app: then tap or click Uninstall Uninstall
Archive or delete files you are no longer using – Consider Archive or delete files you are no longer using – Consider moving photos, Music, Video, or large files to a USB moving photos, Music, Video, or large files to a USB drive, external hard drive, or cloud storage. To delete a drive, external hard drive, or cloud storage. To delete a file – Press and hold, or right click, then tap or click file – Press and hold, or right click, then tap or click DeleteDelete
Ensure all browsing tabs Ensure all browsing tabs exceptexcept inspectcheck are closed inspectcheck are closed Ensure all apps and programs are not running when Ensure all apps and programs are not running when
using inspectcheck. The bottom of the screen will list using inspectcheck. The bottom of the screen will list running programs or open files. Right click to close. running programs or open files. Right click to close. Other programs or files that are running can be seen by Other programs or files that are running can be seen by swiping the left of the screen from the top down. Right swiping the left of the screen from the top down. Right click and select close.click and select close.
When using Inspectcheck with anWhen using Inspectcheck with anAndroid DeviceAndroid Device
Check Memory – Click Check Memory – Click SettingsSettings > > StorageStorage > > (This will show you (This will show you how much available space you have, and what is using the most how much available space you have, and what is using the most amount of memory, Ex; Apps, Pictures, etc.amount of memory, Ex; Apps, Pictures, etc.
Close running Apps – Click Close running Apps – Click SettingsSettings > > StorageStorage > > AppsApps (under (under Nand Storage) > Nand Storage) > RunningRunning > (Select app) > > (Select app) > StopStop
Uninstall Apps you no longer use or need – Uninstall Apps you no longer use or need – SettingsSettings > > AppsApps > > AllAll > (Select the App you want to remove) > (Select the App you want to remove) Uninstall Uninstall
Move applications to a memory card Move applications to a memory card Clear Cache – Each application has a cache of temporary files that Clear Cache – Each application has a cache of temporary files that
may be taking up memory – From the home screen tap may be taking up memory – From the home screen tap MenuMenu > > SettingsSettings > > Application ManagerApplication Manager > Swipe left to the > Swipe left to the AllAll TabTab > OR > OR Click on the Click on the browser name that you are usingbrowser name that you are using > > Clear Cache ONLY Clear Cache ONLY NOT DATANOT DATA
Perform a “soft reset” – Press and hold Power key until the device Perform a “soft reset” – Press and hold Power key until the device turns off. Wait 2 minutes. Press and hold the Power key to turn turns off. Wait 2 minutes. Press and hold the Power key to turn device back ondevice back on
Thank You !Thank You !For using the Turn Key’s electronic For using the Turn Key’s electronic
reporting system – reporting system – iNSPECTCHECK.netiNSPECTCHECK.net We hope this tutorial was helpful We hope this tutorial was helpful You can get help with technical support 3 waysYou can get help with technical support 3 ways
1.1. On inspectcheck.net select the box On inspectcheck.net select the box “Login issues or Technical Support” –“Login issues or Technical Support” – most of your questions will be answered theremost of your questions will be answered there
2.2. Send us an email at – Send us an email at – [email protected]@roadrunner.com
3.3. Call us at 1-800-338-7717Call us at 1-800-338-7717