The Desktop software comes out of the box with forms. If you are a Flordia inspector and need to do Citizens 4-Point Inspection, Flordia Wind Mitigation, or Citizens Roof Inspection, you can find these forms already installed in the Desktop software. If you are an inspector in another state or conduct Pest reports, you can install those forms from the Inspector Dashboard (Click Here).
How to add a form to your inspection
- Click the Misc tab on the left side of the screen, and then the Forms tab.
- Click the orange plus button (+) on the top right
- Click the Form you would like to add, then click OK
The form will open. Any boxes with merge fields (e.g. *reportinfo.date*) will pull the information from the report and include it in the box on the form.
Note: Save default information (i.e. your name, or company name) on your form that you use every report by opening a new form. Adding any default information you would like to save. Then click Set Defaults From Current at the top of the Form (click here).
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