Desktop Report Writer comes out of the box with forms. If you are a Florida inspector and need to do Citizens 4-Point Inspection, Florida Wind Mitigation, or Citizens Roof Inspection, you can find these forms already installed in Desktop Report Writer. If you are an inspector in another state or conduct Pest reports, you can install those forms from the Inspector Dashboard.

Forms Included in Desktop Report Writer

• Citizens 4-Point
• Energy Star Qualified Home Thermal Bypass Checklist
• FABI 4-Point, Florida Roof Conditions, Florida Wind Mitigation
• INACHI 4-Point
• DBPR HG-7020
• Basic Radon
• Forms for additional pictures, which can be appended to other forms
• Official WDO pest forms for the following states: AZ, FL, GA, MD, NC, OK, SC, TX, WA
• NPMA-33 national pest form

Use Forms

1. Click the Misc tab on the left side of the screen, and then the Forms tab.
2. Click the orange plus button (+) on the top right
3. 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.

Add Picture Page to a Form

You can add picture pages to forms (like the Wind Mitigation) on an as-needed basis.

1. To add a picture page, you should first complete the form you would like to add the picture page to. To learn how to use forms on your computer (click here).
   
   Note: Some forms have Picture Pages already attached, and you do not have to follow these steps. You can see if Picture Pages are already attached by looking at the name of the Form while selecting a form. You can always start with Picture Pages included and add additional by following the steps below.
   
   
2. Click the orange plus (+) to choose a form
   
3. Choose the Picture Page from your list of available forms, then click OK
   
4. Check Append to Previous at the top of the form
   
5. Use the buttons to the left of each picture frame to Add 

You can repeat this process until you have added all the pictures that apply to the Wind Mitigation, or 4-Point, or other form.

Print/ Preview

If you want to see how the form looks filled out or want to print out the PDF you can use the Print/ Preview button.

Automatic Choices Filled Out on Forms

Forms inside of Desktop Report Writer can save important information like your Business Name, Contact Information, License Type etc. To save important information and have it automatically included on every form, follow the steps below.

Set Defaults From Current

1. Starting inside of Desktop Report Writer, click Misc and then the Forms tab.  
2. Click the + button to select the form you want to set defaults on and click Ok.
3. Find a section you would like to modify and type in the information you would like to show up automatically upon opening the form.
4. In the example, we are using a Citizens 4 Point 1-2018 form, but the same principle and steps apply to all forms. We added information to the following fields to save: Title, License Type, and Work Phone.
5. Once you have everything you would like, click Set Default From Current at the top of the Form page.
6. You will be prompted with a message warning you that the changes you have made to the form will be saved. Note that this does not include images. If you would like to confirm your changes, Click Yes.

Install Forms from the Inspector Dashboard

Desktop Report Writer comes with many free-to-use forms out of the box, which can be found in the Misc > Forms section of the software.

More forms like state-specific WDIR and NPMA are available for download on the Inspector Dashboard under More Tools > Resources. Below are the steps to install those forms.

1. 1. Go to the Inspector Dashboard, More Tools > Resources
   2. Click Download on the form you need.
   3. Run the downloaded installer file.
   4. Once it's finished, please open HomeGauge Desktop Software.
   5. Click the Misc tab on the left side of the screen and then the Forms tab. 
   6. Click the + icon to add a form.
   7. Select the form you want to use and click OK.
   8. The form is now available for use on this and all future reports!

Delete Forms

You can delete forms you no longer want to see listed in the desktop software. If you want to clean up unneeded forms to make selecting the ones you do, they can be deleted. 

1. Open Desktop Report Writer
2. Click the Misc tab on the left side of the screen and then the Forms tab. 
3. Click the - icon to add a form.
4. Select the form you want to delete from the list of forms and click OK. You can multi-select using your keyboard (ctrl+click, shift+click, and Ctrl+A).
5. Click Yes if you are sure you want to delete the selected forms.