Importing past reports

Past Reports is an archive for reports you wrote before switching to Eave. Find it in the sidebar.

Importing

1. Export or download your reports from your old software as PDF files. Saved web reports (HTML) work too.
2. Open Past Reports and drag the files onto the drop zone, or click it to pick them. You can drop hundreds at once. Each file can be up to 100MB.
3. Keep the tab open while the list works through them.

Each report is stored exactly as you uploaded it. We read only its first page or two to fill in the property address, clients, buyer's agent, inspection date, and the software it came from. Scanned reports with no selectable text are read from an image of the first page.

Importing the same file again is skipped, so it's safe to re-drop a folder.

Reviewing details

Reports where we couldn't find everything are marked Needs review. Click a report to open it, fix anything that's wrong, and select Save (or Mark as reviewed if it's already right). You can also add private notes.

Searching

The search box matches the address, client and agent names and emails, your notes, and any words on the report's first pages. Type several words to narrow it down, for example smith oak.

Clients and agents

Clients and buyer's agents found in your past reports are added to your Clients list, so they're ready when someone books you again.

Emailing your past clients

Let past clients know where their report lives now, and remind them you're around for their next home.

1. In Past Reports, tick the reports you want, or leave them all unticked to use every report that matches your search.
2. Select Email clients.
3. Write your message, or start from the one we've drafted. Use the merge fields (like Client first name) to personalize it. Your message is saved for next time.
4. Check the preview, then select Send me a test to see it in your inbox.
5. Select Send.

Each client gets one email with your message, a link to every report of theirs you selected, and your contact details. Replies come straight to you. A client who appears on several reports still gets a single email.

• Clients you've already emailed are skipped unless you turn on Include clients I've already emailed. Reports you've sent show an Emailed date in the list.
• Clients can unsubscribe from your emails with one click, and they're skipped from then on.
• You can email up to 500 clients a day.
• Only reports you imported yourself are included, not your teammates'.

Privacy

Past reports are visible only to you and, if you're in an organization, your teammates. A report is only shared with its clients if you email it to them, through a private link. Deleting a past report permanently removes the file, and any link you sent stops working.

Need help with a big migration?

If you have thousands of reports or an export format that isn't PDF or HTML, send us a note through Feedback and we'll import them for you.