Obviously, you can always print the report and then gather the signatures from all the parties involved. However, you can also get the signature without the need to print the report. For this you need an application for signatures like DocuSign. This application is free and you can download it from the App Store. When you have installed DocuSign on your iPad you can export the reports from Smart Checkups to DocuSign to get the signature. To do so, simply go to the report in the Smart Checkups application. When you view the report, you will also see a button with 'options' in the upper right corner. From 'options' select the export feature. Among all the export possibilities, you will now also see the option to export the report to the DocuSign app that you have installed on your iPad. When the report is opened in Docusign, you can collect the signatures.
Get started quickly with a previously created template. Suppose you need to do regularly an inspection of a certain type of property. How to create a template containing the most typical elements you expect in such kind of property?
Switch to the tab "Templates"instead of "Properties" on the iPad. From here, you'll find a standard template already pre-installed on the iPad. If you wish to edit the existing template, you could duplicate it by clicking "+", open it, and next, click "edit" to change it. In case you wish to create a new template from scratch, you basically enter the name of the new template, and next create the rooms and the elements.
Once you switched back to the Properties overview and you create new checkup, the last option in the menu is to "select a template". In this way you are able to start immediately with a checkup with all the different elements ready. Only comments and photos need to be added.
When the photos are not shown in the camera roll, you can easily adjust this in the settings. On the top right on the home screen of the app you notice the 'settings' button. In settings you can choose the option 'save photos in camera roll ' and activate this option.
When you finalize the report, there is a comment’s section at the beginning of the report, at what stage of the report can you add any comments so they show In the final report?
On https://www.smartcheckups.com/account/placeholders, you can add placeholders. If you want to show an introductory text or other recurring texts such as your general ‘standards and conditions’ in your reports, you can copy paste that content there, and after a reboot of your ipad, import it in your reports under "configure report" - comments or introduction/termsofservice.
When you turn on "Include notes", it will also create some white space where you could add handwritten notes after you printed the report.
After you finished your inspection, you can upload all the data to the Smartcloud by clicking on the "cloud" icon on the iPad or by swiping from left to right on the inspection. This requires a good WIFI connection. Once the upload is finished, all the data, including the pictures are available on the website of www.smartcheckups.com. From there, you can quickly search for, download and share property pictures from archived reports with your clients.
Yes you can change and edit a finalized report.
However note that there are difference for finalized reports that include signatures.
Is it possible that you have added a party/contact to a report, but that you forgot to associate a role to that party, like tenant, property owner. Can you please check that. So make sure that you have associated a role to the contacts that you have included in your report. This might have caused the problem.
The different options to export are:
There are a few ways of adding extra content to the report. All the content can be added via the 'configure panel' (open inspection > open configure menu):
Adding a disclaimer:
Go to the configuration of the report (click configure button when the inspection form is open) and then click on adding disclaimer. Next a pop-up will appear allowing you to select the disclaimer of your choice. If you cannot import a text block, that means that you have not yet created a text block on www.smartcheckups.com
Via the web application www.smartcheckups.com you can add several text blocks (e.g. disclaimers, introduction notes e.a.). Simply login to www.smartcheckups.com and go to the section 'placeholders' in the header menu. Here you can add the text blocks that you wish to integrate as a text block in your inspection reports. Copy a text block that you use at the moment for your inspection reports (e.g. use an existing disclaimer text, introduction, general notes) and paste that text as a new textblock.
When you have create the text block on the web application, you can import and use these in the reports that you create on the iPad.
Via the 'configure' menu in your inspection, you can now import a textblock.
At the moment you can import 3 text blocks:
- Introduction text block: if used this will appear on the 2nd page of your report;
- Disclaimer text block: this will appear after the introduction text (if used) or alternatively on the 2nd page of your report;
- General comments text block: this will appear after the disclaimer text (if used) or alternatively on the 2nd page of your report. There is no limitation on the length of this text block. This means that you can add several pages of general comments;
NOTE: default the layout of the report includes space that allows you or the beneficiary of the report to write notes for when the report is printed. This section for written notes can be disabled/left out of the report. Again via configure, you can select to have a textblock for written
Archive reports to SmartCloud
The inspection reports can take quite some storage capacity on your iPad. Please know that finalized reports can always be deleted from the iPad by archiving them to SmartCloud.