Customizing your home inspection reports is crucial for delivering clear and precise information to your clients. In this article, we'll walk you through the process of editing section, item, and comment names in your home inspection reports. By personalizing these elements, you can ensure that your reports accurately reflect your findings and meet your professional standards.
Editing a Section Name on a Report
Editing a Section Name on a Report
In this section, you'll see how to edit the name of a section in your report.
Click on the inspection to open the Inspection Details page
Click the report name (or click "Edit" below the name) to open the web editor
Click on a section in the left column to open it
Click the pencil icon to the right of the section name
Edit the section name
Click "Save"
Editing an Item Name on a Report
Editing an Item Name on a Report
In this section, you'll see how to edit the name of an item in your report.
Click on the inspection to open the Inspection Details page
Click the report name (or click "Edit" below the name) to open the web editor
Click on a section in the left column to open it
Click on an item in the middle column to open it
Click the pencil icon to the right of the item name
Edit the item name
Click "Save"
Editing a Comment Name on a Report
Editing a Comment Name on a Report
In this section, you'll see how to edit the name of a comment in your report.
Click on the inspection to open the Inspection Details page
Click the report name (or click "Edit" below the name) to open the web editor
Click on a section in the left column to open it
Click on an item in the middle column to open it
Click on a comment name to expand it
Click the pencil icon to the right of the comment name
Edit the comment name
Click "RENAME" to save
❇️ Pro-tip: When making changes to your report, you can easily save those changes to your template for future use! Click here to learn more!
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