[{"data":1,"prerenderedAt":531},["ShallowReactive",2],{"help-\u002Fhelp\u002Finspections\u002Fpublishing-reports":3,"help-nav":315,"help-surround-\u002Fhelp\u002Finspections\u002Fpublishing-reports":526},{"id":4,"title":5,"body":6,"category":306,"description":307,"extension":308,"icon":309,"meta":310,"navigation":192,"path":311,"seo":312,"stem":313,"__hash__":314},"help\u002Fhelp\u002F02.inspections\u002F5.publishing-reports.md","Publishing & sharing reports",{"type":7,"value":8,"toc":295},"minimark",[9,13,18,38,45,51,55,62,97,101,116,124,128,138,161,168,182,193,197,215,218,229,233,245,258,264,268,276,281],[10,11,12],"p",{},"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.",[14,15,17],"h2",{"id":16},"preview-the-report","Preview the report",[10,19,20,21,25,26,29,30,33,34,37],{},"Open ",[22,23,24],"strong",{},"Preview Report"," (from the ",[22,27,28],{},"Report"," button or the command palette) to see the finished report exactly as clients will. From the toolbar you can ",[22,31,32],{},"Download PDF"," (only once published) or ",[22,35,36],{},"Print",".",[10,39,40],{},[41,42],"img",{"alt":43,"src":44},"Preview or Publish buttons","\u002Fhelp-media\u002Fpreview-or-publish-buttons.png",[10,46,47],{},[41,48],{"alt":49,"src":50},"Report Preview","\u002Fhelp-media\u002Fpreview-report.png",[14,52,54],{"id":53},"the-deliver-page","The Deliver page",[10,56,57,58,61],{},"The ",[22,59,60],{},"Deliver"," step is your launch checklist. Here you can:",[63,64,65,73,80,87],"ul",{},[66,67,68,69,72],"li",{},"Mark the inspection ",[22,70,71],{},"Paid"," when the client has paid the fee.",[66,74,75,76,79],{},"Manage the ",[22,77,78],{},"pre-inspection agreement",": copy the signing link, re-send it by email, download the signed PDF, or remove the agreement to unlock the report.",[66,81,82,83,86],{},"Mark the agreement ",[22,84,85],{},"Signed"," manually (for a paper signature) — this is set automatically when a client signs online.",[66,88,89,90,93,94,37],{},"Jump to ",[22,91,92],{},"View \u002F Preview Report"," or ",[22,95,96],{},"Reports History",[14,98,100],{"id":99},"pre-inspection-agreements","Pre-inspection agreements",[10,102,103,104,107,108,111,112,115],{},"If you attach a pre-inspection agreement, the published report stays ",[22,105,106],{},"locked"," until a client signs it online. Turn on ",[22,109,110],{},"Collect agreement signatures"," in ",[22,113,114],{},"Settings → Account → Defaults"," to attach one automatically, or add one per inspection from the Deliver page.",[10,117,118,119,123],{},"See ",[120,121,100],"a",{"href":122},"\u002Fhelp\u002Fagreements\u002Foverview"," for the full guide to writing, attaching, and managing agreements.",[14,125,127],{"id":126},"publish-the-report","Publish the report",[10,129,130,131,133,134,137],{},"Open the ",[22,132,28],{}," menu and choose ",[22,135,136],{},"Publish Report",". A confirmation dialog appears that:",[63,139,140,147,154],{},[66,141,142,143,146],{},"Warns you if your ",[22,144,145],{},"profile is incomplete"," (with a link to finish it).",[66,148,149,150,153],{},"Lists the ",[22,151,152],{},"clients"," who will be emailed a link to the report.",[66,155,156,157,160],{},"Lists ",[22,158,159],{},"additional recipients"," who will receive a view-only copy.",[10,162,163,164,167],{},"Click ",[22,165,166],{},"Publish"," to send it.",[169,170,171],"note",{},[10,172,173,174,177,178,37],{},"Only clients ",[22,175,176],{},"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 ",[120,179,181],{"href":180},"\u002Fhelp\u002Finspections\u002Fadd-inspection","Add an inspection",[183,184],"iframe",{"width":185,"height":186,"src":187,"title":188,"frameBorder":189,"allow":190,"referrerPolicy":191,"allowFullScreen":192},560,315,"https:\u002F\u002Fwww.youtube.com\u002Fembed\u002FiTKY81xmHSc?si=xbi1pHt3eL0ki-Sy","YouTube video player","0","accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share","strict-origin-when-cross-origin",true,[14,194,196],{"id":195},"what-clients-receive","What clients receive",[63,198,199,205],{},[66,200,201,204],{},[22,202,203],{},"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).",[66,206,207,210,211,214],{},[22,208,209],{},"Additional recipients"," (like a buyer's agent) get a ",[22,212,213],{},"view-only"," link.",[10,216,217],{},"The share link stays the same across re-publishes, so a bookmarked link keeps working.",[10,219,220,221,224,225,37],{},"If you allow it, recipients can also build a ",[22,222,223],{},"repair request"," — a free ask list for the seller — straight from the report link. See ",[120,226,228],{"href":227},"\u002Fhelp\u002Frepair-requests\u002Foverview","Repair requests",[14,230,232],{"id":231},"locking-unpublishing-re-publishing","Locking, unpublishing & re-publishing",[169,234,235],{},[10,236,237,238,241,242,244],{},"The following applies to inspections marked ",[22,239,240],{},"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 ",[22,243,114],{},". Non-auditable inspections can be edited after publishing, without any notifications to clients.",[10,246,247,248,251,252,133,254,257],{},"Publishing ",[22,249,250],{},"locks"," the inspection — details, sections, photos, warnings, and home-care tips can't be edited. To make changes, open the ",[22,253,28],{},[22,255,256],{},"Unpublish","; the inspection becomes editable again.",[10,259,260,261,37],{},"When you re-publish, clients are notified that the report was ",[22,262,263],{},"updated",[14,265,267],{"id":266},"reports-history","Reports history",[10,269,57,270,272,273,37],{},[22,271,96],{}," 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 ",[22,274,275],{},"Current",[10,277,278],{},[41,279],{"alt":96,"src":280},"\u002Fhelp-media\u002Freports-history.png",[282,283,284],"warning",{},[10,285,286,287,290,291,37],{},"Publishing reports to clients, pre-inspection agreements, and re-publishing with updates are ",[22,288,289],{},"Pro"," features. See ",[120,292,294],{"href":293},"\u002Fhelp\u002Fbilling\u002Fsubscriptions","Subscriptions & billing",{"title":296,"searchDepth":297,"depth":297,"links":298},"",2,[299,300,301,302,303,304,305],{"id":16,"depth":297,"text":17},{"id":53,"depth":297,"text":54},{"id":99,"depth":297,"text":100},{"id":126,"depth":297,"text":127},{"id":195,"depth":297,"text":196},{"id":231,"depth":297,"text":232},{"id":266,"depth":297,"text":267},"Inspections","Preview, publish, and share the report — with pre-inspection agreements and a history of versions.","md","i-heroicons-paper-airplane",{},"\u002Fhelp\u002Finspections\u002Fpublishing-reports",{"title":5,"description":307},"help\u002F02.inspections\u002F5.publishing-reports","0QrUxCxDOdbR4PiBJycdxOqRhZF64F2iLRRy_JJVvJ0",[316],{"title":317,"path":318,"stem":319,"children":320,"page":342},"Help","\u002Fhelp","help",[321,343,362,383,412,436,465,486,493,504,513],{"title":322,"path":323,"stem":324,"children":325,"page":342},"Getting 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tips","\u002Fhelp\u002Finspections\u002Fhome-care-tips","help\u002F02.inspections\u002F4.home-care-tips",{"title":5,"path":311,"stem":313},{"title":363,"path":364,"stem":365,"children":366,"page":342},"Templates","\u002Fhelp\u002Ftemplates","help\u002F03.templates",[367,371,375,379],{"title":368,"path":369,"stem":370},"Using templates","\u002Fhelp\u002Ftemplates\u002Fusing-templates","help\u002F03.templates\u002F1.using-templates",{"title":372,"path":373,"stem":374},"Editing a template","\u002Fhelp\u002Ftemplates\u002Fediting-a-template","help\u002F03.templates\u002F2.editing-a-template",{"title":376,"path":377,"stem":378},"Creating a custom template","\u002Fhelp\u002Ftemplates\u002Fcreating-a-template","help\u002F03.templates\u002F3.creating-a-template",{"title":380,"path":381,"stem":382},"Importing a template","\u002Fhelp\u002Ftemplates\u002Fimporting-a-template","help\u002F03.templates\u002F4.importing-a-template",{"title":384,"path":385,"stem":386,"children":387,"page":342},"Scheduling","\u002Fhelp\u002Fscheduling","help\u002F04.scheduling",[388,392,396,400,404,408],{"title":389,"path":390,"stem":391},"Scheduling overview","\u002Fhelp\u002Fscheduling\u002Foverview","help\u002F04.scheduling\u002F1.overview",{"title":393,"path":394,"stem":395},"What clients see when they book online","\u002Fhelp\u002Fscheduling\u002Fclient-booking-experience","help\u002F04.scheduling\u002F2.client-booking-experience",{"title":397,"path":398,"stem":399},"Configure your availability","\u002Fhelp\u002Fscheduling\u002Fconfiguring-your-availability","help\u002F04.scheduling\u002F3.configuring-your-availability",{"title":401,"path":402,"stem":403},"Block time off and recurring breaks","\u002Fhelp\u002Fscheduling\u002Fblocking-time-off","help\u002F04.scheduling\u002F4.blocking-time-off",{"title":405,"path":406,"stem":407},"Preview your booking page as a client","\u002Fhelp\u002Fscheduling\u002Fpreviewing-your-booking-page","help\u002F04.scheduling\u002F5.previewing-your-booking-page",{"title":409,"path":410,"stem":411},"Turn scheduling on for an inspection, or opt out","\u002Fhelp\u002Fscheduling\u002Fusing-scheduling-on-inspections","help\u002F04.scheduling\u002F6.using-scheduling-on-inspections",{"title":413,"path":414,"stem":415,"children":416,"page":342},"Agreements","\u002Fhelp\u002Fagreements","help\u002F05.agreements",[417,420,424,428,432],{"title":418,"path":122,"stem":419},"Pre-inspection agreements overview","help\u002F05.agreements\u002F1.overview",{"title":421,"path":422,"stem":423},"Writing agreement templates","\u002Fhelp\u002Fagreements\u002Fwriting-agreements","help\u002F05.agreements\u002F2.writing-agreements",{"title":425,"path":426,"stem":427},"The client signing experience","\u002Fhelp\u002Fagreements\u002Fclient-signing","help\u002F05.agreements\u002F3.client-signing",{"title":429,"path":430,"stem":431},"Importing an agreement from a PDF","\u002Fhelp\u002Fagreements\u002Fimporting-an-agreement","help\u002F05.agreements\u002F3.importing-an-agreement",{"title":433,"path":434,"stem":435},"Managing agreements on an inspection","\u002Fhelp\u002Fagreements\u002Fmanaging-agreements","help\u002F05.agreements\u002F4.managing-agreements",{"title":437,"path":438,"stem":439,"children":440,"page":342},"Payments","\u002Fhelp\u002Fpayments","help\u002F06.payments",[441,445,449,453,457,461],{"title":442,"path":443,"stem":444},"Payments overview","\u002Fhelp\u002Fpayments\u002Foverview","help\u002F06.payments\u002F1.overview",{"title":446,"path":447,"stem":448},"Set up your Stripe account","\u002Fhelp\u002Fpayments\u002Fsetting-up-stripe","help\u002F06.payments\u002F2.setting-up-stripe",{"title":450,"path":451,"stem":452},"Collecting payment on an inspection","\u002Fhelp\u002Fpayments\u002Fcollecting-payment","help\u002F06.payments\u002F3.collecting-payment",{"title":454,"path":455,"stem":456},"What clients see when they pay","\u002Fhelp\u002Fpayments\u002Fclient-payment-experience","help\u002F06.payments\u002F4.client-payment-experience",{"title":458,"path":459,"stem":460},"Require payment to view report","\u002Fhelp\u002Fpayments\u002Frequire-payment-for-report","help\u002F06.payments\u002F5.require-payment-for-report",{"title":462,"path":463,"stem":464},"Automatic payment emails & reminders","\u002Fhelp\u002Fpayments\u002Fautomatic-payment-emails","help\u002F06.payments\u002F6.automatic-payment-emails",{"title":466,"path":467,"stem":468,"children":469,"page":342},"Settings","\u002Fhelp\u002Fsettings","help\u002F07.settings",[470,474,478,482],{"title":471,"path":472,"stem":473},"Set a default inspection fee","\u002Fhelp\u002Fsettings\u002Fdefault-fee","help\u002F07.settings\u002F1.default-fee",{"title":475,"path":476,"stem":477},"Add your signature","\u002Fhelp\u002Fsettings\u002Fsignatures","help\u002F07.settings\u002F2.signatures",{"title":479,"path":480,"stem":481},"Set a public-facing email","\u002Fhelp\u002Fsettings\u002Fpublic-email","help\u002F07.settings\u002F3.public-email",{"title":483,"path":484,"stem":485},"Business profile & licensing","\u002Fhelp\u002Fsettings\u002Fbusiness-profile","help\u002F07.settings\u002F4.business-profile",{"title":487,"path":488,"stem":489,"children":490,"page":342},"Billing","\u002Fhelp\u002Fbilling","help\u002F08.billing",[491],{"title":294,"path":293,"stem":492},"help\u002F08.billing\u002F1.subscriptions",{"title":494,"path":495,"stem":496,"children":497,"page":342},"Repair Requests","\u002Fhelp\u002Frepair-requests","help\u002F09.repair-requests",[498,500],{"title":228,"path":227,"stem":499},"help\u002F09.repair-requests\u002F1.overview",{"title":501,"path":502,"stem":503},"Building a repair request","\u002Fhelp\u002Frepair-requests\u002Fbuilding-a-repair-request","help\u002F09.repair-requests\u002F2.building-a-repair-request",{"title":505,"path":506,"stem":507,"children":508,"page":342},"iOS App","\u002Fhelp\u002Fios-app","help\u002F10.ios-app",[509],{"title":510,"path":511,"stem":512},"Using Eave on iOS","\u002Fhelp\u002Fios-app\u002Foverview","help\u002F10.ios-app\u002F1.overview",{"title":514,"path":515,"stem":516,"children":517,"page":342},"Organization","\u002Fhelp\u002Forganization","help\u002F11.organization",[518,522],{"title":519,"path":520,"stem":521},"Inviting members","\u002Fhelp\u002Forganization\u002Finviting-members","help\u002F11.organization\u002F1.inviting-members",{"title":523,"path":524,"stem":525},"Sharing templates & reports","\u002Fhelp\u002Forganization\u002Fsharing-templates-reports","help\u002F11.organization\u002F2.sharing-templates-reports",[527,529],{"title":358,"path":359,"stem":360,"description":528},"Review triggered maintenance tips, edit or hide them, and add your own.",{"title":368,"path":369,"stem":370,"description":530},"Browse the sample library, favorite templates, and choose a default.",1787848595796]