Modifying An Existing Report
So, my basic question is whether or not an existing report can be modified and if so, how?
The reason I anticipate wanting to do this is that on occasion I'll show up to inspect a house and not all of the utilities will be on. Most often when this happens it's the gas that has been turned off.
I know that some inspectors either don't do the inspection and reschedule it for when the utilities are all on or else exclude any systems that utilize gas as a fuel source and leave it at that but I have always offered to do all of the report that I can and come back in a day or two and finish the report once the gas has been turned on.
With the software I've used in the past, this was simple because I can modify the report any way I want and simply send the client a new copy but it seems HG doesn't let you do that.
I don't want to rewrite the whole report and sending a separate report with nothing in it at all other than the gas related systems seems undesirable, as does making the client wait to get any report until I've done the gas stuff.
Is there a solution that would allow me to send my client the original, but not quite finished, report and then a day or two later send them the same report again except with whatever additions were related to the gas fueled appliances (i.e. heater, oven, fireplace, etc.)?
Clete
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Hi Clete,
Fear not! Most inspectors using HomeGauge do exactly what you do. They arrange a time to go back and complete the uninspected items. HomeGauge reports can be modified at any point and you can upload that updated copy to share with your client.
1. Go to Open Report, select the report you want to modify and click Open.
2. Make the modifications you desire. Add photos, comments, change comments etc.
3. When done, follow the normal steps to upload and distribute!
One catch is, if you are completing the original version of the inspection on a HG Companion Mobile App (on phone or tablet) the process is slightly different. The report version on the mobile app gets sent to the cloud and downloaded back into your software where you add final edits and photo annotations. So if you want to add more data a few days later (or whenever), you don't want to add to the report on the mobile app since it's now old. You would want to send the finalized version (that is on your PC) up to the cloud and back onto your mobile device. So you can add the new data to the finalized version. Once you are done, send it back to your PC and upload as normal.
I hope this helps. Don't hesitate to call in if you'd like to walk through the step with someone over the phone.
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So, just to be very clear...
...you're saying that I can send a report to a client, they can view that report and then, some time later, I can open that report and make whatever changes I want and then resend that modified version of the report to the client.
Is the original version of the report still available to the client as though there are now two reports or is it that when they view the report its just the same report but modified to show the new information?
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In answer to my own question, I just did it and it worked exactly as I hoped it would!
Thanks for you help, Suzie!
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Awesome!
Have a great Friday Clete!
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