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Publishing & sharing reports

Preview, publish, and share the report — with pre-inspection agreements and a history of versions.

When the inspection is filled out, you can preview the report, publish it, and deliver it to your clients. Published reports are sent by email with a link clients can use to view and download.

Preview the report

Open Preview Report (from the Report button or the command palette) to see the finished report exactly as clients will. From the toolbar you can Download PDF (only once published) or Print.

The Deliver page

The Deliver step is your launch checklist. Here you can:

  • Mark the inspection Paid when the client has paid the fee.
  • Manage the pre-inspection agreement: copy the signing link, re-send it by email, download the signed PDF, or remove the agreement to unlock the report.
  • Mark the agreement Signed manually (for a paper signature) — this is set automatically when a client signs online.
  • Jump to View / Preview Report or Reports History.

Pre-inspection agreements

If you attach a pre-inspection agreement, the published report stays locked until a client signs it online. Turn on Collect agreement signatures in Settings → Account → Defaults to attach one automatically, or add one per inspection from the Deliver page.

See Pre-inspection agreements for the full guide to writing, attaching, and managing agreements.

Publish the report

Open the Report menu and choose Publish Report. A confirmation dialog appears that:

  • Warns you if your profile is incomplete (with a link to finish it).
  • Lists the clients who will be emailed a link to the report.
  • Lists additional recipients who will receive a view-only copy.

Click Publish to send it.

Only clients with an email address are notified automatically. If none of your clients have an email, add one on the inspection's Details page first. See Add an inspection.

What clients receive

  • Clients get an email with a link to the report — or, if the pre-inspection agreement hasn't been signed yet, a link to sign it first (the report unlocks immediately after).
  • Additional recipients (like a buyer's agent) get a view-only link.

The share link stays the same across re-publishes, so a bookmarked link keeps working.

If you allow it, recipients can also build a repair request — a free ask list for the seller — straight from the report link. See Repair requests.

Locking, unpublishing & re-publishing

The following applies to inspections marked auditable which is off by default. You can turn it on for a specific inspection during creation, or set it as the default for all inspections in Settings → Account → Defaults. Non-auditable inspections can be edited after publishing, without any notifications to clients.

Publishing locks the inspection — details, sections, photos, warnings, and home-care tips can't be edited. To make changes, open the Report menu and choose Unpublish; the inspection becomes editable again.

When you re-publish, clients are notified that the report was updated.

Reports history

The Reports History page lists every published version with its created date. You can download the PDF of any past version, and the most recent one is marked Current.

Publishing reports to clients, pre-inspection agreements, and re-publishing with updates are Pro features. See Subscriptions & billing.

Home care tips

Review triggered maintenance tips, edit or hide them, and add your own.

Using templates

Browse the sample library, favorite templates, and choose a default.