Copying reports from one inspection to another can be a lifesaver in various scenarios, such as when you've mistakenly completed a report on the wrong inspection, need to replicate a completed report for a new appointment, or need to revise a report without changing the original. This feature not only saves time but also ensures accuracy and consistency across inspections.
Whether it's a minor error or a scheduling mix-up, having the ability to effortlessly duplicate reports streamlines the process and allows you to maintain efficiency in your workflow. By simplifying the task of transferring data, you can focus your energy on other critical aspects of your work, ultimately enhancing productivity and delivering high-quality results.
How to Copy a Report
In this section, we'll show you how to copy a report from one inspection to another.
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Click on the inspection to open the Inspection Details page
Click the 3 dots to the right of the report name that you wish to copy
Click "Copy" in the dropdown menu
Search for the inspection you want to copy the report to
Click the inspection you want to copy the report to
The report will automatically start copying
Click "OK"
The copied report will appear on the selected inspection with "COPY" listed in the title
Frequently Asked Questions
I accidentally filled out the wrong report for my inspections today! I filled out my morning inspection on the afternoon report - what do I do?
No need to fret! You can copy the completed report from the second inspection over to the first inspection appointment with the steps above!
Once you've copied the completed report over to the correct inspection, you can delete it from the incorrect one and add a new blank report.
Why hasn't the copied report shown up yet?
It can take a few minutes to copy the report to a different inspection. This time frame can vary depending on how large the report is or how many media files are uploaded to it.
Can I copy a report to the same inspection?
Absolutely! You'll follow the same steps above and just search for & choose the same inspection.
I have a new client that requested an inspection on a home I inspected a few months ago. Can I copy the old report to the new appointment?
Sure thing!
Can I merge reports together?
Unfortunately not! We're not able to merge reports.
If I need to make revisions to a report without editing the original is copying the report the best option?
Yes! If you need to make revisions but don't want to edit the original report, copying the report using the steps above is the best way to go. This ensures you have all the original data, and can make those revisions to the copy of the report but keep the original report separate and unchanged.
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