Use Forms in Web Report Writer to fill out specialized documents like insurance disclosures, WDO reports, or other required paperwork—without printing or juggling PDFs. Forms are easy to fill out, automatically include key info from the inspection, and generate a professional PDF you can send to your customer.

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. Open an inspection report.
   (Need help? See Web Report Writer: Report Writing.)
2. In the Side Menu, click Forms.
3. Click Add next to the form you want. It will move to the Added to Inspection section.

   🔍 Tip: Complete the inspection before adding forms—so all relevant info autofills correctly.

Autofill

When you add a form, Web Report Writer pulls in data from the Company, Inspector, and Inspection.

Inspection Details:

• Client name
• Full address (Address Line 1 + Line 2 + City, State, Zip)
• Inspection date

Inspector Info:

• Company name
• Inspector name
• Inspector phone number

If you update this info after adding the form, you'll need to enter it manually.

Set Defaults on the Form

You can prefill commonly reused fields (like license numbers) as defaults.

1. Open the form.
2. Enter info into the field you want to reuse.
3. Click the three dots menu.
4. Select Set Current As Default.

Fill Out the Form

1. From the Added to Inspection list, click the form to open it.
2. Enter information into each field.

Navigate the Form

• Click Next to move through fields
• Or click three dots > Show All Pages to jump around

Insert Comment Text

You can add inspection comments (and their photos) directly into the form.

1. Click Insert Comment Text
2. Use filters (Severity, System, Location) to find a comment.
3. Click [+] Add next to the section you want to insert.
4. Click any photo to include it—an orange border means it’s selected.
5. Click Done.

Photos will appear on the Supplemental Photos page.

Add Photos

You can add photos by either using the ones already added to the report or uploading more images.

1. Click Three Dots > Add Supplemental Images 
2. Choose a photo from the report or click Add Media to upload new ones.
3. Add a Caption to describe the photo (optional).
4. Click Done.

Add Signatures

Forms may require: Inspector initials, Inspector signature or Customer signature.

1. Navigate to the signature box on the form
2. Draw your signature
   OR
   Upload a saved image of your signature.

Save and Autosave

• Web Report Writer automatically saves your work every few seconds.
• To save manually, click Save.

Rename the Form Title

By default, forms use the HomeGauge title when published or downloaded. You can rename them:

1. Click Preview.
2. Click the form title.
3. Type your custom name.

Preview and Publish

Once filled out, you can generate the final PDF and share it.

1. Click Preview to view the completed form.
2. Choose one:
   • Publish: Adds the PDF to the Inspection folder on the Inspector Dashboard (can be shared via the Customer Dashboard).
   • Download: Saves the PDF to your device.

Configure Forms List

Company Owners can control which forms show up for inspectors.

1. Open an inspection and go to Forms.
2. Click Settings.
3. Toggle forms on/off to hide irrelevant ones.
4. Click Done to save.