[{"data":1,"prerenderedAt":461},["ShallowReactive",2],{"help-\u002Fhelp\u002Finspections\u002Fimporting-past-reports":3,"help-nav":207,"help-surround-\u002Fhelp\u002Finspections\u002Fimporting-past-reports":456},{"id":4,"title":5,"body":6,"category":197,"description":198,"extension":199,"icon":200,"meta":201,"navigation":202,"path":203,"seo":204,"stem":205,"__hash__":206},"help\u002Fhelp\u002F02.inspections\u002F8.importing-past-reports.md","Importing past reports",{"type":7,"value":8,"toc":186},"minimark",[9,17,22,46,49,52,56,71,75,83,87,94,98,101,134,137,166,170,173,177],[10,11,12,16],"p",{},[13,14,15],"strong",{},"Past Reports"," is an archive for reports you wrote before switching to Eave.\nFind it in the sidebar.",[18,19,21],"h2",{"id":20},"importing","Importing",[23,24,25,37,43],"ol",{},[26,27,28,29,32,33,36],"li",{},"Export or download your reports from your old software as ",[13,30,31],{},"PDF"," files.\nSaved web reports (",[13,34,35],{},"HTML",") work too.",[26,38,39,40,42],{},"Open ",[13,41,15],{}," and drag the files onto the drop zone, or click it to\npick them. You can drop hundreds at once. Each file can be up to 100MB.",[26,44,45],{},"Keep the tab open while the list works through them.",[10,47,48],{},"Each report is stored exactly as you uploaded it. We read only its first page\nor two to fill in the property address, clients, buyer's agent, inspection\ndate, and the software it came from. Scanned reports with no selectable text\nare read from an image of the first page.",[10,50,51],{},"Importing the same file again is skipped, so it's safe to re-drop a folder.",[18,53,55],{"id":54},"reviewing-details","Reviewing details",[10,57,58,59,62,63,66,67,70],{},"Reports where we couldn't find everything are marked ",[13,60,61],{},"Needs review",". Click\na report to open it, fix anything that's wrong, and select ",[13,64,65],{},"Save"," (or\n",[13,68,69],{},"Mark as reviewed"," if it's already right). You can also add private notes.",[18,72,74],{"id":73},"searching","Searching",[10,76,77,78,82],{},"The search box matches the address, client and agent names and emails, your\nnotes, and any words on the report's first pages. Type several words to\nnarrow it down, for example ",[79,80,81],"code",{},"smith oak",".",[18,84,86],{"id":85},"clients-and-agents","Clients and agents",[10,88,89,90,93],{},"Clients and buyer's agents found in your past reports are added to your\n",[13,91,92],{},"Clients"," list, so they're ready when someone books you again.",[18,95,97],{"id":96},"emailing-your-past-clients","Emailing your past clients",[10,99,100],{},"Let past clients know where their report lives now, and remind them you're\naround for their next home.",[23,102,103,109,115,122,129],{},[26,104,105,106,108],{},"In ",[13,107,15],{},", tick the reports you want, or leave them all unticked\nto use every report that matches your search.",[26,110,111,112,82],{},"Select ",[13,113,114],{},"Email clients",[26,116,117,118,121],{},"Write your message, or start from the one we've drafted. Use the merge\nfields (like ",[13,119,120],{},"Client first name",") to personalize it. Your message is\nsaved for next time.",[26,123,124,125,128],{},"Check the preview, then select ",[13,126,127],{},"Send me a test"," to see it in your inbox.",[26,130,111,131,82],{},[13,132,133],{},"Send",[10,135,136],{},"Each client gets one email with your message, a link to every report of\ntheirs you selected, and your contact details. Replies come straight to you.\nA client who appears on several reports still gets a single email.",[138,139,140,154,160,163],"ul",{},[26,141,142,145,146,149,150,153],{},[13,143,144],{},"Clients you've already emailed are skipped"," unless you turn on\n",[13,147,148],{},"Include clients I've already emailed",". Reports you've sent show an\n",[13,151,152],{},"Emailed"," date in the list.",[26,155,156,159],{},[13,157,158],{},"Clients can unsubscribe"," from your emails with one click, and they're\nskipped from then on.",[26,161,162],{},"You can email up to 500 clients a day.",[26,164,165],{},"Only reports you imported yourself are included, not your teammates'.",[18,167,169],{"id":168},"privacy","Privacy",[10,171,172],{},"Past reports are visible only to you and, if you're in an organization, your\nteammates. A report is only shared with its clients if you email it to them,\nthrough a private link. Deleting a past report permanently removes the file,\nand any link you sent stops working.",[18,174,176],{"id":175},"need-help-with-a-big-migration","Need help with a big migration?",[10,178,179,180,185],{},"If you have thousands of reports or an export format that isn't PDF or HTML,\nsend us a note through ",[181,182,184],"a",{"href":183},"\u002Ffeedback","Feedback"," and we'll import them for you.",{"title":187,"searchDepth":188,"depth":188,"links":189},"",2,[190,191,192,193,194,195,196],{"id":20,"depth":188,"text":21},{"id":54,"depth":188,"text":55},{"id":73,"depth":188,"text":74},{"id":85,"depth":188,"text":86},{"id":96,"depth":188,"text":97},{"id":168,"depth":188,"text":169},{"id":175,"depth":188,"text":176},"Inspections","Bring PDF and HTML reports from Spectora, HomeGauge, or other software into a searchable 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account","\u002Fhelp\u002Fpayments\u002Fsetting-up-stripe","help\u002F06.payments\u002F2.setting-up-stripe",{"title":372,"path":373,"stem":374},"Collecting payment on an inspection","\u002Fhelp\u002Fpayments\u002Fcollecting-payment","help\u002F06.payments\u002F3.collecting-payment",{"title":376,"path":377,"stem":378},"What clients see when they pay","\u002Fhelp\u002Fpayments\u002Fclient-payment-experience","help\u002F06.payments\u002F4.client-payment-experience",{"title":380,"path":381,"stem":382},"Require payment to view report","\u002Fhelp\u002Fpayments\u002Frequire-payment-for-report","help\u002F06.payments\u002F5.require-payment-for-report",{"title":384,"path":385,"stem":386},"Automatic payment emails & 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inspection.",{"title":268,"path":269,"stem":270,"description":460},"Price inspections by square footage, extra structures, extra units, travel distance, or home age.",1791856584276]