Signing the Inspection Report

When a homeowner has completed their inspection, they can sign off on the inspection report and receive an emailed copy of the document. 

On the dropdown "Menu" tab, select "Units."

Once you are on the Units page, you can type in the search bar or use the Sort By feature to find the unit you are searching for. Click on the unit's dropdown and select "View Details."

Update all necessary data into the form on this page. Then, click "Inspection Report."

Once you scroll through the fields of the inspection report, there will be spaces for both the representative and the purchaser to sign, which will be populated onto the document. Please ensure that the purchaser name is spelt correctly at this point and make changes to spelling as necessary.

You can then click "Update and Preview" to save the fields inputted and view the document sample on the left side. If you need to download the document right away or email the report, you can click "Download PDF" or "Email Report."

To finalize the document, click "Generate and Save." This will generate the document as seen in the preview and save it to the purchaser's file in the system.

Once the report is generated, you will have the option to email a copy directly to the purchaser by selecting the "Click to Send Email to Homeowner" pop-up. 

To view generated documents for a specific unit, you can go back to the Units page through the menu dropdown. Under the unit, click "Documents."

Now you will see the inspection report listed under "Generated Files." You can also search for a specific document using the search bar above this tab.