[{"data":1,"prerenderedAt":497},["ShallowReactive",2],{"help-\u002Fhelp\u002Finspections\u002Fsummary-instructions":3,"help-nav":262,"help-surround-\u002Fhelp\u002Finspections\u002Fsummary-instructions":492},{"id":4,"title":5,"body":6,"category":252,"description":253,"extension":254,"icon":255,"meta":256,"navigation":257,"path":258,"seo":259,"stem":260,"__hash__":261},"help\u002Fhelp\u002F02.inspections\u002F7.summary-instructions.md","Summary instructions",{"type":7,"value":8,"toc":243},"minimark",[9,22,27,94,101,113,117,127,149,160,164,176,184,188,191,225,229,240],[10,11,12,15,16,21],"p",{},[13,14,5],"strong",{}," are notes you write for\n",[17,18,20],"a",{"href":19},"\u002Fhelp\u002Finspections\u002Fai-summaries","Generate with AI",". They tell it how you want\nyour summaries written: your voice, how long, what to lead with, a sentence\nyou always include. They're added to the AI's prompt every time you generate.",[23,24,26],"h2",{"id":25},"three-places-to-set-them","Three places to set them",[28,29,30,46],"table",{},[31,32,33],"thead",{},[34,35,36,40,43],"tr",{},[37,38,39],"th",{},"Where",[37,41,42],{},"Applies to",[37,44,45],{},"Set it in",[47,48,49,65,78],"tbody",{},[34,50,51,57,60],{},[52,53,54],"td",{},[13,55,56],{},"Your account",[52,58,59],{},"Every summary you generate",[52,61,62],{},[13,63,64],{},"Settings → Account → Summary Instructions",[34,66,67,72,75],{},[52,68,69],{},[13,70,71],{},"A template",[52,73,74],{},"Every inspection built from that template",[52,76,77],{},"The template editor, under the template's name and description",[34,79,80,85,88],{},[52,81,82],{},[13,83,84],{},"One inspection",[52,86,87],{},"Just that report",[52,89,90,91,93],{},"The ",[13,92,20],{}," window",[10,95,96,97,100],{},"All three are used together. If they disagree, ",[13,98,99],{},"the more specific one\nwins",": an inspection's instructions beat the template's, and a template's\nbeat your account's. So \"keep it under 150 words\" on your account and\n\"this client wants every detail\" on one inspection works the way you'd\nexpect.",[10,102,103,104,108,109,112],{},"Template instructions live on the template, so anyone in your\n",[17,105,107],{"href":106},"\u002Fhelp\u002Forganization\u002Fsharing-templates-reports","organization"," who uses a\nshared template gets them too. Account instructions are yours alone. They\nfollow whoever clicks ",[13,110,111],{},"Generate",", not whoever created the inspection.",[23,114,116],{"id":115},"adding-instructions-while-you-generate","Adding instructions while you generate",[10,118,119,120,122,123,126],{},"When you click ",[13,121,20],{},", the window asks ",[13,124,125],{},"Anything to add for\nthis summary?"," Type a note, and choose where to remember it:",[128,129,130,137,143],"ul",{},[131,132,133,136],"li",{},[13,134,135],{},"Just this inspection",": saved on this inspection only. It's used again if\nyou regenerate.",[131,138,139,142],{},[13,140,141],{},"Every \"Template name\" inspection",": added to that template's\ninstructions, for this and every future inspection that uses it.",[131,144,145,148],{},[13,146,147],{},"All my summaries",": added to your account instructions.",[10,150,151,152,155,156,159],{},"Notes are ",[13,153,154],{},"added"," to whatever is already saved there, as a new paragraph. To\nchange or delete saved instructions, open ",[13,157,158],{},"Saved instructions"," in the same\nwindow and click the pencil next to any of them. Clear the text to remove it.",[23,161,163],{"id":162},"inspections-with-more-than-one-template","Inspections with more than one template",[10,165,166,167,171,172,175],{},"If an inspection combines templates (say, ",[168,169,170],"em",{},"Standard Residential"," plus ",[168,173,174],{},"Pool &\nSpa","), each template's instructions are included and labeled with the\ntemplate's name. The AI applies each one to its own part of the inspection.\nIf two templates really do contradict each other, the one added to the\ninspection first wins. Identical instructions are only included once.",[10,177,178,179,183],{},"Sample templates can't hold instructions.\n",[17,180,182],{"href":181},"\u002Fhelp\u002Ftemplates\u002Fcreating-a-template","Duplicate one"," into your templates to\nadd some.",[23,185,187],{"id":186},"writing-good-instructions","Writing good instructions",[10,189,190],{},"Short, concrete instructions work best. Some ideas:",[128,192,193,198,203,208,213,219],{},[131,194,195],{},[168,196,197],{},"Write in first person, warm and plain-spoken. No jargon.",[131,199,200],{},[168,201,202],{},"Keep it under 150 words. Use a bulleted list for anything urgent.",[131,204,205],{},[168,206,207],{},"Always close by inviting the client to call me with questions.",[131,209,210],{},[168,211,212],{},"Name the specialist for each repair (electrician, roofer, plumber).",[131,214,215,216],{},"On a template: ",[168,217,218],{},"Lead with pool barrier and drain-cover safety items.",[131,220,221,222],{},"On one inspection: ",[168,223,224],{},"The buyers are first-time owners. Explain terms plainly.",[23,226,228],{"id":227},"what-instructions-cant-do","What instructions can't do",[10,230,231,232,235,236,239],{},"Instructions shape ",[13,233,234],{},"how"," the summary is written, not ",[13,237,238],{},"what's true",". The\nAI still only mentions findings and details that are in the inspection, and\nit still won't quote repair costs, cite code, give legal advice, or call\nanything guaranteed or safe, even if an instruction asks it to. If an\ninstruction refers to something you didn't record, such as \"mention the radon\nresult\" on an inspection without one, it leaves that out instead of guessing.",[10,241,242],{},"Each set of instructions can be up to 2,000 characters.",{"title":244,"searchDepth":245,"depth":245,"links":246},"",2,[247,248,249,250,251],{"id":25,"depth":245,"text":26},{"id":115,"depth":245,"text":116},{"id":162,"depth":245,"text":163},{"id":186,"depth":245,"text":187},{"id":227,"depth":245,"text":228},"Inspections","Tell the AI summary how you write, for every report, for one template, or for a single inspection.","md","i-heroicons-adjustments-horizontal",{},true,"\u002Fhelp\u002Finspections\u002Fsummary-instructions",{"title":5,"description":253},"help\u002F02.inspections\u002F7.summary-instructions","KJulQkr9P64RMNNWsMbbaxSnsrDA6Fz4RvEo7uMFtfQ",[263,285,313,337,374,399,428,449,458,471,480],{"title":264,"path":265,"stem":266,"children":267,"page":284},"Getting Started","\u002Fhelp\u002Fgetting-started","help\u002F01.getting-started",[268,272,276,280],{"title":269,"path":270,"stem":271},"Welcome to Eave","\u002Fhelp\u002Fgetting-started\u002Fwelcome","help\u002F01.getting-started\u002F1.welcome",{"title":273,"path":274,"stem":275},"Dashboard overview","\u002Fhelp\u002Fgetting-started\u002Fdashboard-overview","help\u002F01.getting-started\u002F2.dashboard-overview",{"title":277,"path":278,"stem":279},"Using Eave on Mobile","\u002Fhelp\u002Fgetting-started\u002Fmobile","help\u002F01.getting-started\u002F3.mobile",{"title":281,"path":282,"stem":283},"Staying up to date","\u002Fhelp\u002Fgetting-started\u002Fstaying-up-to-date","help\u002F01.getting-started\u002F4.staying-up-to-date",false,{"title":252,"path":286,"stem":287,"children":288,"page":284},"\u002Fhelp\u002Finspections","help\u002F02.inspections",[289,293,297,301,305,309,312],{"title":290,"path":291,"stem":292},"Add an inspection","\u002Fhelp\u002Finspections\u002Fadd-inspection","help\u002F02.inspections\u002F1.add-inspection",{"title":294,"path":295,"stem":296},"Filling out sections","\u002Fhelp\u002Finspections\u002Ffilling-out-sections","help\u002F02.inspections\u002F2.filling-out-sections",{"title":298,"path":299,"stem":300},"Warnings & safety notices","\u002Fhelp\u002Finspections\u002Fwarnings","help\u002F02.inspections\u002F3.warnings",{"title":302,"path":303,"stem":304},"Home care tips","\u002Fhelp\u002Finspections\u002Fhome-care-tips","help\u002F02.inspections\u002F4.home-care-tips",{"title":306,"path":307,"stem":308},"Publishing & sharing reports","\u002Fhelp\u002Finspections\u002Fpublishing-reports","help\u002F02.inspections\u002F5.publishing-reports",{"title":310,"path":19,"stem":311},"Drafting the summary with AI","help\u002F02.inspections\u002F6.ai-summaries",{"title":5,"path":258,"stem":260},{"title":314,"path":315,"stem":316,"children":317,"page":284},"Templates","\u002Fhelp\u002Ftemplates","help\u002F03.templates",[318,322,326,329,333],{"title":319,"path":320,"stem":321},"Using templates","\u002Fhelp\u002Ftemplates\u002Fusing-templates","help\u002F03.templates\u002F1.using-templates",{"title":323,"path":324,"stem":325},"Editing a template","\u002Fhelp\u002Ftemplates\u002Fediting-a-template","help\u002F03.templates\u002F2.editing-a-template",{"title":327,"path":181,"stem":328},"Creating a custom template","help\u002F03.templates\u002F3.creating-a-template",{"title":330,"path":331,"stem":332},"Importing a template","\u002Fhelp\u002Ftemplates\u002Fimporting-a-template","help\u002F03.templates\u002F4.importing-a-template",{"title":334,"path":335,"stem":336},"Comment library","\u002Fhelp\u002Ftemplates\u002Fcomment-library","help\u002F03.templates\u002F5.comment-library",{"title":338,"path":339,"stem":340,"children":341,"page":284},"Scheduling","\u002Fhelp\u002Fscheduling","help\u002F04.scheduling",[342,346,350,354,358,362,366,370],{"title":343,"path":344,"stem":345},"Scheduling overview","\u002Fhelp\u002Fscheduling\u002Foverview","help\u002F04.scheduling\u002F1.overview",{"title":347,"path":348,"stem":349},"What clients see when they book online","\u002Fhelp\u002Fscheduling\u002Fclient-booking-experience","help\u002F04.scheduling\u002F2.client-booking-experience",{"title":351,"path":352,"stem":353},"Configure your availability","\u002Fhelp\u002Fscheduling\u002Fconfiguring-your-availability","help\u002F04.scheduling\u002F3.configuring-your-availability",{"title":355,"path":356,"stem":357},"Block time off and recurring breaks","\u002Fhelp\u002Fscheduling\u002Fblocking-time-off","help\u002F04.scheduling\u002F4.blocking-time-off",{"title":359,"path":360,"stem":361},"Preview your booking page as a client","\u002Fhelp\u002Fscheduling\u002Fpreviewing-your-booking-page","help\u002F04.scheduling\u002F5.previewing-your-booking-page",{"title":363,"path":364,"stem":365},"Turn scheduling on for an inspection, or opt out","\u002Fhelp\u002Fscheduling\u002Fusing-scheduling-on-inspections","help\u002F04.scheduling\u002F6.using-scheduling-on-inspections",{"title":367,"path":368,"stem":369},"Take inspection requests from a public link","\u002Fhelp\u002Fscheduling\u002Fpublic-request-link","help\u002F04.scheduling\u002F7.public-request-link",{"title":371,"path":372,"stem":373},"Sync inspections to Google Calendar","\u002Fhelp\u002Fscheduling\u002Fgoogle-calendar-sync","help\u002F04.scheduling\u002F8.google-calendar-sync",{"title":375,"path":376,"stem":377,"children":378,"page":284},"Agreements","\u002Fhelp\u002Fagreements","help\u002F05.agreements",[379,383,387,391,395],{"title":380,"path":381,"stem":382},"Pre-inspection agreements overview","\u002Fhelp\u002Fagreements\u002Foverview","help\u002F05.agreements\u002F1.overview",{"title":384,"path":385,"stem":386},"Writing agreement templates","\u002Fhelp\u002Fagreements\u002Fwriting-agreements","help\u002F05.agreements\u002F2.writing-agreements",{"title":388,"path":389,"stem":390},"The client signing experience","\u002Fhelp\u002Fagreements\u002Fclient-signing","help\u002F05.agreements\u002F3.client-signing",{"title":392,"path":393,"stem":394},"Importing an agreement from a PDF","\u002Fhelp\u002Fagreements\u002Fimporting-an-agreement","help\u002F05.agreements\u002F3.importing-an-agreement",{"title":396,"path":397,"stem":398},"Managing agreements on an inspection","\u002Fhelp\u002Fagreements\u002Fmanaging-agreements","help\u002F05.agreements\u002F4.managing-agreements",{"title":400,"path":401,"stem":402,"children":403,"page":284},"Payments","\u002Fhelp\u002Fpayments","help\u002F06.payments",[404,408,412,416,420,424],{"title":405,"path":406,"stem":407},"Payments overview","\u002Fhelp\u002Fpayments\u002Foverview","help\u002F06.payments\u002F1.overview",{"title":409,"path":410,"stem":411},"Set up your Stripe account","\u002Fhelp\u002Fpayments\u002Fsetting-up-stripe","help\u002F06.payments\u002F2.setting-up-stripe",{"title":413,"path":414,"stem":415},"Collecting payment on an inspection","\u002Fhelp\u002Fpayments\u002Fcollecting-payment","help\u002F06.payments\u002F3.collecting-payment",{"title":417,"path":418,"stem":419},"What clients see when they pay","\u002Fhelp\u002Fpayments\u002Fclient-payment-experience","help\u002F06.payments\u002F4.client-payment-experience",{"title":421,"path":422,"stem":423},"Require payment to view report","\u002Fhelp\u002Fpayments\u002Frequire-payment-for-report","help\u002F06.payments\u002F5.require-payment-for-report",{"title":425,"path":426,"stem":427},"Automatic payment emails & reminders","\u002Fhelp\u002Fpayments\u002Fautomatic-payment-emails","help\u002F06.payments\u002F6.automatic-payment-emails",{"title":429,"path":430,"stem":431,"children":432,"page":284},"Settings","\u002Fhelp\u002Fsettings","help\u002F07.settings",[433,437,441,445],{"title":434,"path":435,"stem":436},"Set a default inspection fee","\u002Fhelp\u002Fsettings\u002Fdefault-fee","help\u002F07.settings\u002F1.default-fee",{"title":438,"path":439,"stem":440},"Add your signature","\u002Fhelp\u002Fsettings\u002Fsignatures","help\u002F07.settings\u002F2.signatures",{"title":442,"path":443,"stem":444},"Set a public-facing email","\u002Fhelp\u002Fsettings\u002Fpublic-email","help\u002F07.settings\u002F3.public-email",{"title":446,"path":447,"stem":448},"Business profile & licensing","\u002Fhelp\u002Fsettings\u002Fbusiness-profile","help\u002F07.settings\u002F4.business-profile",{"title":450,"path":451,"stem":452,"children":453,"page":284},"Billing","\u002Fhelp\u002Fbilling","help\u002F08.billing",[454],{"title":455,"path":456,"stem":457},"Subscriptions & billing","\u002Fhelp\u002Fbilling\u002Fsubscriptions","help\u002F08.billing\u002F1.subscriptions",{"title":459,"path":460,"stem":461,"children":462,"page":284},"Repair Requests","\u002Fhelp\u002Frepair-requests","help\u002F09.repair-requests",[463,467],{"title":464,"path":465,"stem":466},"Repair requests","\u002Fhelp\u002Frepair-requests\u002Foverview","help\u002F09.repair-requests\u002F1.overview",{"title":468,"path":469,"stem":470},"Building a repair request","\u002Fhelp\u002Frepair-requests\u002Fbuilding-a-repair-request","help\u002F09.repair-requests\u002F2.building-a-repair-request",{"title":472,"path":473,"stem":474,"children":475,"page":284},"iOS App","\u002Fhelp\u002Fios-app","help\u002F10.ios-app",[476],{"title":477,"path":478,"stem":479},"Using Eave on iOS","\u002Fhelp\u002Fios-app\u002Foverview","help\u002F10.ios-app\u002F1.overview",{"title":481,"path":482,"stem":483,"children":484,"page":284},"Organization","\u002Fhelp\u002Forganization","help\u002F11.organization",[485,489],{"title":486,"path":487,"stem":488},"Inviting members","\u002Fhelp\u002Forganization\u002Finviting-members","help\u002F11.organization\u002F1.inviting-members",{"title":490,"path":106,"stem":491},"Sharing templates & reports","help\u002F11.organization\u002F2.sharing-templates-reports",[493,495],{"title":310,"path":19,"stem":311,"description":494},"Generate with AI writes your report's Final Comments from the findings and answers already in the inspection.",{"title":319,"path":320,"stem":321,"description":496},"Browse the sample library, favorite templates, and choose a default.",1791224786010]