If you want to see how your inspection report will look to the client or agent before it's officially published, you can easily preview it. This feature lets you take a quick look at the report's layout, formatting, and content to make sure everything is perfect before sending it out. It's a simple but effective way to review the presentation and make any last-minute changes to ensure a polished and professional end result.
In this article, we'll show you 3 different ways you can preview your report via the web and the mobile app!
How to Preview a Report From the Inspection Details Page
In this section, we'll walk you through how to preview your report from the Inspection Details page.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on the inspection in your calendar to open the Inspection Details page
Click "View" under the report name
You'll be directed to the web report where you can see all of the report information
To preview the PDF report, click "PDF"
Click "Full Report"
How to Preview a Report From the Web Editor
In this section, we'll guide you through how to preview the report from the web editor.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on the inspection in your calendar to open the Inspection Details page
Click the report name to open the web editor
Click "Preview/Publish"
You'll be directed to the web report where you can see all of the report information
To preview the PDF report, click "PDF"
Click "Full Report"
How to Preview a Report From the Mobile App
In this section, you'll see how to easily preview your report right from your app.
 💡 Quick tip: Click on the video above to expand it in another window. |
Tap on the inspection in your app to open it
Swipe up on the "Reports" tab
Tap the paper & magnifying glass icon
A browser window will open with the web report
To preview the PDF report, tap the PDF button
Tap "Full Report" in the dropdown menu
To close the report preview, tap "Done" in the top left corner
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