Learn how to publish your completed inspection report from the Web Report Writer and share it with your customers and real estate professionals (REPs). You can publish and send out a Web Report Writer report right from your phones, tablets, and computers as long as you are connected to the internet!
Print Formats
When publishing your report, you can choose from three output formats:
- Library: Uses the default Systems-based layout from your template library.
- Texas: Uses the official TREC layout for Texas-compliant reports.
- Sections: Groups items by your custom Sections, not Systems. The selected sort order from the inspection is also displayed.
đź’ˇ Section Format improves readability and allows you to match the layout to how you inspect.
Mobile View
- When your report is complete, tap Publish.
- A confirmation message will appear.
- Select the Print Format you want to use.
- Tap Publish again to confirm.
- Wait for the publishing process to finish.
- When the confirmation appears, tap OK.
- Click View Report to go back to the Inspector Dashboard
Desktop View
- When your report is ready, click Publish on the side menu.
- A confirmation message will appear.
- Choose your desired Print Format.
- Click Publish again to confirm.
- Wait for the report to finish publishing.
- Once complete, click OK on the confirmation message.
- Click View Report to go back to the Inspector Dashboard
Adding Customers and REPs
If you didn’t start your report from an appointment, you’ll need to manually add your customer and REP so they can view the report.
Starting from appointments makes sending reports so much easier and faster! To learn more details check out: Web Report Writer: Start Inspection Report from Appointment.
💡 If you did start from an appointment, customers and REPs may already be added—skip to step 7 if that’s the case.
- Locate your most recently published report (it will be at the top).
- Under the address and inspection info, find the report document.
- Click +User under the report title.
- Use the Search Customer or Search REP fields if they’re existing contacts.
- Or click Add New Customer / Add New REP.
- Enter their email address:
- If an account exists, it will be linked.
- If not, a new account will be created.
- If it's a new account or hasn’t been logged into, you can edit their info.
- If they’ve logged in before, only they can edit their details.
- Scroll to the bottom and choose Viewing and/or Forwarding permissions.
- Click Add Contact to Report.
đź“§ To notify the customer or REP by email, follow the steps in: Inspector Dashboard: Edit and Send Report Notifications to Customers and Realtors