Coming from another inspection tool

There is no one-click import from another inspection tool, so you bring your work over by setting it up here.

How to bring your work over

1. Pick the closest template. Open Account, then Templates, and look through the catalog for the standard or specialty template nearest to what you use now. Tap View sections to compare its sections with yours, then tap Add. See Templates and add-on sections.
2. Cover the gaps for each job. Add an add-on section (condo, radon, sewer scope and others) when you start an inspection, and use + Other or + Add topic inside an inspection for an item or section your template lacks.
3. Bring your favourite wording into the comment library. Open Comment library and tap + Add entry to type in the sentences you use most, with a severity and a recommendation. You do not have to do it all at once: while you write up a real inspection, tick Save to my comment library on a finding whose wording you want to keep. The built-in entries are there to start from as well. See The comment library.
4. Add your standard pages. Put your scope and terms into notice pages, and your phone, email and address into company contact details. See Report pages.
5. Set your look. Add your logo, colour and licence numbers in Branding (see Branding your report).
6. Try it on a sample. On a new account's empty inspection list, tap Try a sample inspection to get a finished sample, generate its report (see Complete an inspection and generate the report), and see what your clients would receive before you use it on a real job.

Your old reports stay where they are: keep them in the old tool or as the PDFs you saved, and start new inspections here. Then follow Your first inspection for the field workflow.

If something goes wrong

• You cannot find a template that matches your old one. Pick the nearest and use + Other and + Add topic inside the inspection.