Did you start a report in your software without downloading online appointments and now, on your Dashboard, the report is separated from the Agreement? Here is how to link the report to the Agreement and the Appointment.
To avoid this in the future, be sure to download your appointments in the software or Companion before starting the report! Check out this article to learn how to download appointments in the software. Check out this article to learn how to download appointments on the Companion.
Relocating an Inspection Report on the Dashboard
1. Locate the report you need to move
2. Click the Manage tab above the Inspection Report
3. Click Relocate
4. Click Move To next to the address matching the one of the report
You're done! The report and the agreement are now linked!
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