When conducting inspections, you might need to use specialized forms for insurance, WDO, or other purposes. Thanks to our Web Report Writer tool, generating different inspection forms has never been easier or more efficient. Our forms are designed with an easy-to-use layout, fields that are simple to complete, and information that is automatically filled in from an inspection report. Once completed, the form is converted into a PDF document that can be emailed to your client or published to your Inspector Dashboard for delivery via the Customer Dashboard.

Add a Form

When creating an inspection report, you have the option to include various types of forms. However, please note that you can only add one copy of each form.

1. Access an Inspection Report. To learn how to create an inspection report, please visit our support center article that goes into detail: Web Report Writer: Report Writing.
2. In the Side Menu, select Forms
3. Click Add, and the form is moved to Added to Inspection area

Autofill

When you add a Form, the field data from the Company, Inspector, and Inspection is automatically filled in the form. However, any data that is added to the Inspection after the Form has been added will not appear automatically and needs to be entered manually. So, it is advisable to complete the Inspection before adding any forms. This will ensure that all the required data is automatically filled in the form, making the process faster and more efficient.

The following information will autofill in Forms:

• Inspection Data
  • Client Name
  • Full address (Address Line 1 + Address Line 2 + City + State + Postal Code)
  • City
  • State
  • Postal Code
  • Inspection Date
• Inspector Information
  • Company Name
  • Inspector Name
  • Inspector Phone Number

Set Defaults on the Form

You can save important information you enter every time into a form. To save important information and have it automatically included on the form, follow the steps below.

1. Select the form you want to have set items by default
2. Find a section you would like to modify and type in the information you would like to show up automatically upon opening the form. An example is the Inspector License Number.
3. Click Three Dots
4. Click Set Current As Default

Filling out the Form

After adding a Form to the Inspection, data can be entered to complete the Form fields. Each form includes custom field layouts, making filling easy without using a PDF filler and reducing duplicate data entry.

1. Select the form you want to complete from the Added to Inspection list
2. Enter information into the field boxes as needed
3. There are two choices to navigate through the form:
   1. Click Next to scroll through all the fields in the form
   2. Or click Three Dots > Show All Pages to navigate through a guided view

Insert Comment Text

Certain text fields allow you to add comments currently linked with the Inspection report. These comments can be added to the form, which will save you time. You can sort the comments by Severity, System, or Location to quickly find the comment you are searching for. Besides adding text you can add pictures from the comment as well. 

1. Click Insert Comment Text
2. Find the comment you are looking for and select it
3. The comment is broken down by section, allowing you to choose which section to add. Click [+] Add below the text you would like to insert.
4. If a comment has an attached photo, click the photo so it has an orange border. The photo is added to the Supplemental Photos page.
5. Click Done when finished

Add Photos

You can easily add supplemental images to the form. If you have already uploaded images to your inspection report, they will be available to be selected for the form. Any additional pictures can be uploaded.

1. Click Three Dots > Add Supplemental Images 
2. Select a photo that has already been uploaded
3. Click Add Media to upload more images
4. To add text to a photo click in the space under Caption and type what you would like it to say
5. Click Done when finished

Add Signatures

Some forms require the inspector's signature, initials, and the customer's signature. The signature can either be drawn in the box or upload a presaved image. 

1. Navigate to the Inspector Initials, Inspector Signature, or Customer Signature area
2. Draw your signature in the box with the mouse
3. OR click Upload and find where the image is located on your device, select the image, and click Open

Save and Autosave

AutoSave occurs every few seconds, similar to completing an Inspection. You also have the option to save Form data to ensure no entries are lost manually.

1. To manually save, click Save

Rename the Form Title

When publishing the form to the Inspector Dashboard or downloading the file, the HomeGauge title will be used by default. However, you can modify this name in the Form Title Field.

1. Click Preview
2. Select the Form Title and type in a new title

Preview and Publish

Once the form information is filled out, you can preview the rendered PDF with your data. You can publish the form or inspection in any order. Both will be added to the existing folder or if there is no folder, one will be created. From the Preview page, you have two options for distributing the Form:

• Publish: Add the rendered form PDF to the Inspection folder on the Inspector Dashboard. The form can be sent to your Customer/REP like any report. 
• Download: Download a copy of the form PDF as displayed in Preview on your device.

Configure Available Forms List

As a company owner, you can determine which forms are displayed. You can declutter the forms window of any forms not relevant to you. 

1. Access an Inspection Report. To learn how to create an inspection report, please visit our support center article that goes into detail: Web Report Writer: Report Writing.
2. In the Side Menu, select Forms
3. Click Settings
4. Then toggle on and off forms based on which ones you want to see
5. Click Done to finish