Teach the AI summary how you write

Generate with AI already drafts your Final Comments from the inspection's findings. Now you can tell it how to write them.

Summary instructions

Summary instructions are short notes the AI follows every time it drafts a summary: write in first person, keep it under 150 words, always end by inviting the client to call me. You can set them in three places:

• Your account applies to every summary you generate. Find it in Settings → Account → Summary Instructions.
• A template applies to every inspection built from it. It's in the template editor, right under the template's name and description. Templates shared with your organization carry their instructions to everyone who uses them.
• One inspection applies to just that report.

When they disagree, the more specific one wins: the inspection over the template, and the template over your account.

Add a note as you generate

Generate with AI now opens a short window first. Type anything this summary should know (the buyers are first-time owners, so explain terms plainly) and pick where to remember it:

• Just this inspection
• Every inspection on this template
• All my summaries

The note is added to what's already saved there. Everything else that's saved is listed under Saved instructions in the same window, and you can edit or clear any of it in place.

Inspections with more than one template

If an inspection combines templates, such as a standard home template plus a pool & spa one, both templates' instructions are used. Each is labeled with its template's name, so the pool notes apply to the pool.

Still only what you found

Instructions change the writing, not the facts. The AI still only mentions findings that are in the inspection, and it still won't quote costs or promise anything is safe, whatever the instructions say.

Read more about summary instructions →