here are some of the features that are included · home inspection reporting software. before...
TRANSCRIPT
"HomInspect Program Guide"
Was created for HomInspect Premium Edition to help provide
you with simple directions on how to navigate through this
home Inspection reporting software. Before starting your first
home Inspection report we recommended that you first read
"HomInspect Program Guide" this instructional guide will
help you familiarize yourself with this software program
controls and assist you in producing a top notch professional
inspection report with using the fewest number of steps.
Here are some of the features that are included
1. Work Order Invoice – A professional invoice ready to go.
2. Inspection worksheet – This worksheet is used during your inspection for documentation purposes.
3. Google Map search – Once inspection address has been entered onto the Report Information Log page,
this feature can then do a quick Google map search. Internet connection is needed.
4. Report Summary page – This feature will quickly and easily transfer your comments of concern to the
Report Summary Page for quick and easy reference for your clients.
5. Realtor’s Directory – Store your realtor’s contact info for quick, easy and fast access.
6. Email Report – Email your finished inspection report (PDF Format) directly from our software with the use
of Microsoft Outlook, it is as simple as pushing a button.
7. Custom Toolbars – We have designed a set of custom toolbars with many features that will assist with
putting together a top notch report.
8. Change Report Color Formatting – You can use this feature to change the color design of report pages all
at once with ease.
9. Customize Formatted Comments – Create your own personal customize color formatted comment to
already existing library.
10. Add or Remove Drop Comments from Library – This special feature will allow you to populate the
commentary library with your own personal comment(s) that can be easily accessed with the use of a
drop down to make selection. Hundreds and upon hundreds of comments can be added or removed,
quickly and easily.
11. Insert Multible Comments – We have added this great new feature that will allow you to insert mutable
comments into a selected area all at once, quick and easy.
12. Compress Pictures – Large size pictures can be compressed for more magable pdf reports.
13. Inspection Log sheet – This sheet will store previous client information (name, date of inspection, address,
fees, miles traveled and more, just like a data base, giving you quick and easy access with a search and
find programming to search records, and is also great for keeping records for year end taxes.
14. Mold Waiver – Use as needed if presence of susspected funal / mold is present.
15. Radon Waiver – Use as needed if concerns of Radon may be present.
16. Pre-Inspection Agreement – We have included a Pre-inspection Agreement, Recommend reviewing and
made needed changes that suit your needs.
To convert your finished report into a PDF file for easy mailing we recommend installing a FREEWARE called
“PDFCreator-GPLGhostscript” A free tool which easily creates PDF files from any program that is able to print.
Start converting your inspection reports and add encryption with PDFCreator to secure them against
modifications. You can also merge multiple files into one PDF.
PDFCreator is a FREEWARE and cost you absolutely nothing
Creating PDF files are simple, fast and works just like a printer. If you decide to use the PDFCreator Please
install before use.
Here is an additional download link below
http://www.pdfforge.org/pdfcreator
Also you may like to try this FREEWARE called “FastStone Image Viewer” image browser, converter and editor
with nice interface; includes lots of tools. FastStone Image Viewer can help you to resize your photos/images
so as not to take up so much memory and yet keep the quality of each photo. This process can be done with
multiple photos/images all at once in a single batch and is very easy to use.
Download link below
http://www.faststone.org/FSViewerDetail.htm
PDFCreator and FastStone Image Viewer are FREEWARES and cost you absolutely nothing
“Starting a New Report” 1. When you first open HomInspect
Premium Edition this dialog will appear
giving you four (4) selections to choose
from that are self explanatory.
For this demonstration we will show you
how to create a new report
When this dialog first appears select the
button labeled “Create a new report”
Upon opening HomInspect for the first time
you will first have to activate software using
the username and password that has been
provided, next there will be an option to
register HomInspect to receive future
updates FREE as they become available.
2. After selecting ”Create a new report”,
this dialog will appear, you will then enter
a name for new report in the open box
Next, select the “New Report” button on
the bottom. That’s it. Your new report has
now been created and is ready to go, you
may now begin working on your report.
New report will be placed on your
desktop for quick and easy future access.
3. Once a new report has been created
you will then need to select the “Report
Information Log” button that is located
on top left corner of the “Main Control
Panel”.
4. Here on the “Report Information Log”
page, you will then enter all available
information that is pertaining to this
inspection report. After information has
been entered, you will then return back to
the "Main Control Panel".
The Report Information Log is the main
information page for report. All information
entered on this page is linked automatically
to all pages of report and invoice. Once
information is entered on this page, it is
then transferred to all designated areas. If a
type-O or incorrect information was entered, you would then make all needed changes from this page.
Additional Button Info
A “Google Map Search” button has been added. Once you have entered Client Info and Inspection address
press Google Map Search button (if internet is present) it will then open Google Map with your inspection map
location ready to print.
“Realtor Directory” button will open a Realtor directory page where you can store all of your contact info in
one easy to find location, additional instructions on this feature is further below.
“View Master Log Sheet” button when selected will open a client’s master log sheet where you can update all
previous inspection information. More info on this feature below.
5. After returning back to the "Main
Control Panel" you will then select
“Work On Report”.
Now select “Selecting “Report Locations”
This will then bring you to “Selected
Reports” page.
Or if you are just want to continue
working on existing report then just select
“Continue Working On Existing Report”
Both are pretty self explanatory.
6. Here on the “Selected Reports” page you will
notice that the inspection reports are broken
down into different areas / locations. Using the
check boxes select all areas needed for
inspection. Once all selections have been made,
use the “Update Selected Reports” button, this
will open all selected reports.
We have also added a button called “Save and
Close all Updated Report Pages”. This button
will allow you to reset, back in the closed/non
open position and also save changes made
within selected report areas, this feature works
great when adding a new comment to
dropdown library for future use, making other
changes or even modifications that you wish to
save and use with future reports. NOTE; Any
permanent changes need to be done within
HomInspect Master to save for future reports.
Here is a view of how it may appear as
you are working on a selected report
area.
At the very bottom of page you will see
each of the areas that you have
selected for your report. Select one
area at a time, and enter all needed
information pertaining to that sheet.
A good safety tip and practice is, as you
completed each page of your report
and before you continue on to the next
page, is to first select the Print Preview
button, located on “HomInspect Special
Feature Controls” toolbar. This will give
you a view of how this page will appear
when you print. Next while Print
Preview is still open, check to make
sure everything is lined up correctly and if everything looks good then select the Close Print Preview button, this
will then return you to normal screen. Next, select Save As You Go button, this will save all your changes up to this
point. You may continue on to the next page. If you happen to have a concern while on Print Preview where a
picture maybe partly cropped, this can be easily corrected. On this same toolbar you would then select the Page
break view button. From here Page Break Preview will display the location of all page breaks with a blue line. By
clicking and dragging blue line upwards you can adjust the location of Page breaks without affecting the page size.
DO NOT drag the blue line downward as it will shrink the report page in size. When correction is made, select Page
break view button once more to turn off Page break view. This process can take 10 to 15 seconds to complete.
Once you get a feel of how a page break / print preview works you can make necessary correction in just a couple
of seconds.
7. After all areas of the report have been completed and you are ready to print your report, then select
“Report Navigation” toolbar , then select “Print Reports”
8. You will then be brought to “Print
Report” page here you will have a selection
of check boxes to choose from. Select all
check boxes that pertain to your report.
And then select either
Print: Select Printer
This will give you an option to select which
printer you wish to use.
9. If using PDF Creator to create your PDF
report a page similar as to the one on the
right will appear. Next you will fill in all
needed information and then select the
Save button.
Next a Windows Save Dialog will appear;
there you will save your PDF report to a
desired location.
Recommend reviewing your PDF report
before mailing out. Again another good
practice.
Here is a view of the “Client Information” Page.
Most information on this page is linked throughout
your report and is entered automatically. The area
circled in Red have drop down fields that are
populated with numerous comment possibilities.
The Drop down fields can also be populated with
your own personal information or you can just type
right in your comment or description.
The rest of this page is already linked to your
Report Information Log page and is updated
automatically.
Here is a sample page of the “Garage”. It gives you
a view of how a report page looks as you work on
it. No jumping back and forth to different pages.
With this reporting program you complete each
area of inspection while staying on the same page,
which gives you an actual view of the report.
HomInspect Premium Edition Toolbar ribbon
Below is a pictured view of HomInspect Premium Edition toolbar ribbon This toolbar ribbon
will help assist you as you navigate through each of your reporting areas. Below are
instructions on the use of each these features.
Add / Remove Protection: Protection for the most part is reapplied automatically.
The protection is used to help prevent any accidental alteration. You may remove
protection using this command button so that you can make needed modifications
to your report to suit your needs and then reapply protection. Be careful of linked
fields across the top of the page when protection is removed.
Red or Yellow Circle: This tool command will insert a red or yellow circle where
needed to display area(s) of interest. Just tab cursor next to desired area and press
“Red or Yellow Circle” command. Then re-adjust and size to suit.
This one for Red This one for Yellow
Red or Yellow Arrow: This tool command will insert a red or yellow arrow where
needed to display area(s) of interest. Just tab cursor next to desired area and press
“Red or Yellow Arrow” command. Then re-adjust and size to suit.
This one for Red This one for Yellow
Down Arrow: This tool command will insert an arrow where needed to display
area(s) of interest. Just tab cursor next to desired area and press “Down Arrow”
command. Then re-adjust and size to suit.
This will insert a no fill arrow
Text Box: This tool will allow you to insert a comment where needed throughout
report. Edit the text using standard tools operation.
Insert Photo: With this tool You can insert clip art or a
photo into your report with ease. Select desired
location by tabbing a cell then press “Insert Photo”
command.
This feature is used to insert a photo to an exact
desired location.
For the preferred and easiest method to insert a
photo to your report please read: “How to insert a
photo into report” located further down on this page.
Compress Photos: To reduce photo/picture size for
more manageable PDF reports.
Using this feature will select all photos on active page
to be compressed. Then select check box “Apply to
selected pictures only” (Office 2007), or “Apply on to
this picture” (Office 2010/2013). You can also adjust
compressing size if desired (using option Office 2007)
Special Feature Tools
To update your selection by adding additional comments to the previously or already existing comment(s), first make
your selections and changes then select “Add on too Existing Comments”
Put your comment in here
Here is a sample
View samples to right.
This first sample shows all added comment
in one paragraph.
This second sample using the same comments
now separated with the use of “ • “
Either option are quick and simply.
Add Comment to Library: This feature will
populate each of the dropdowns with your custom
comments. Read further below on “How to populate
dropdowns with new comments”.
Remove Comment: This feature will allow you to
remove any existing dropdown comments from
populated library. To delete a comment from a
selected dropdown, click on desired dropdown
then select Remove Comment button
toolbar. A dialog page will appear showing
comments for that selected dropdown. Next highlight
comment you want to delete and now select the
delete button. That’s it, comment has been removed.
Do not forget to save changes.
Hide or Unhide Selected Rows: Each report
broken down in different categories; Example electrical
plumbing, walls, windows, flooring and so on.
feature will allow you to remove or add desired
category to active report location.
Additional instructions for this feature are further
on this page.
Add Comment To Summary Page: This
a summary page selection in reference to c
opened report. From there you can add or remove
desired comment(s) of Report Summary Page.
Additional instructions for this feature are
on this page.
View samples to right.
This first sample shows all added comments together
This second sample using the same comments are
This feature will help you to
populate each of the dropdowns with your custom
How to populate
This feature will allow you to
remove any existing dropdown comments from
comment from a
on desired dropdown and
button from top
showing all the
that selected dropdown. Next highlight
want to delete and now select the
That’s it, comment has been removed.
Each report location is
; Example electrical,
and so on. This
feature will allow you to remove or add desired
Additional instructions for this feature are further down
This button will open
selection in reference to currently
there you can add or remove
Report Summary Page.
instructions for this feature are further down
Reset Margin: This feature will reset your active
visible report margin settings.
Page Break View: This feature enables you to spot
page break problems as well as fix them
a photo wants to split onto different pages
this problem it is best to move the page break line
the upward direction above problem
changes by using “Print Preview”
Print Preview: You can use Print Preview to see
exactly how your selected report will
printed; this will allow you to make last
changes to the page settings before sending the
report to the printer. It’s very helpful to be sure
everything lines up the way you want.
Spell Check: This feature will check for spelling errors
in a report. Spell Check can be useful in preventing
embarrassing mistakes, but be aware that
is not always right.
Adjust Window Height: This feature will minimize
screen view and or restore view and sheet/page tabs
along bottom.
Active Report Controls set your active /
feature enables you to spot
age break problems as well as fix them such as when
wants to split onto different pages. To correct
page break line in
above problem area. Then verify
You can use Print Preview to see
exactly how your selected report will appear when
this will allow you to make last-minute
tings before sending the
to the printer. It’s very helpful to be sure
everything lines up the way you want.
feature will check for spelling errors
can be useful in preventing
embarrassing mistakes, but be aware that Spell Check
This feature will minimize
screen view and or restore view and sheet/page tabs
Demo view of sheet/page tabs along bottom of screen
Demo view of sheet/page tabs along bottom of screen
Save as you Go: Using this feature will allow you to
Save your report as you go. This makes for good
practice and it only takes 2 seconds to select.
take you much longer if you have to redo an a
was lost do to various reasons such as,
freezes, computer crashes, or you forget to save
before closing.
This first 7 buttons are used to help you navigate
around program. Each button is self explanatory.
View Client Log: This button will navigate you to
“Client Log” so that you can enter additional info if so
needed.
Update Client Log: Complete instruction on the use of
this feature is listed below.
Create A New Formatted Comment:
feature will assist you in creating a new color
formatted comment and then add to already existing
library. When using this feature just follow the simple
instructions on the screen.
Change Report Color Formatting: This feature will
allow you to change the color layout of all report
areas. This includes fill color, Font color, Special
outline highlighting and even a glow effect. When
using this feature just follow the simple instructions.
Using this feature will allow you to
Save your report as you go. This makes for good
only takes 2 seconds to select. It will
much longer if you have to redo an area that
s such as, computer
you forget to save
Report Navigation Toolbar
buttons are used to help you navigate
around program. Each button is self explanatory.
This button will navigate you to
so that you can enter additional info if so
Complete instruction on the use of
The use of this
feature will assist you in creating a new color
formatted comment and then add to already existing
library. When using this feature just follow the simple
This feature will
allow you to change the color layout of all report
areas. This includes fill color, Font color, Special
outline highlighting and even a glow effect. When
using this feature just follow the simple instructions.
“How to populate dropdowns with new comments
Double click within selected dropdown
highlight existing comment. As seen with sample
The use of this feature is only available when selected
from HomInspect Master program. From there
be added for future reports. Again after changes are
made remember to save your changes.
You can now type your new comment within
same/selected dropdown. Now tab out of current
dropdown by selecting another cell, then
with a single click to selected dropdown
“Add Comment to Library” button on top toolbar
will now open a dialog giving you an option to
your new comment to list by selecting
to cancel selection.
To save your newly inserted comments
permanently please read and follow
your Logo, company info or new comments to list”
further down.
“How to insert a photo into report”This method is quite simple. Each selected area
have a pinkish or yellow colored button
“INSERT PHOTO” that are located on the left
page in numerous locations throughout
(button will not print on report)
Once button is selected it will open a
button. This is where you insert photos.
Now double click within empty cell and Picture Dialog
will open.
If additional photos are needed click insert photo
button once more and a second row
selected for the third time the photo
will close.
How to populate dropdowns with new comments
Double click within selected dropdown cell and
highlight existing comment. As seen with sample
The use of this feature is only available when selected
From there It can
Again after changes are
made remember to save your changes.
pe your new comment within
. Now tab out of current
then return again
to selected dropdown, now select
button on top toolbar, this
giving you an option to add
by selecting Yes or select No
your newly inserted comments to your list
“How to insert
your Logo, company info or new comments to list”
“How to insert a photo into report” Each selected area will
buttons labeled
on the left side of
out report.
open a row just below
where you insert photos.
Now double click within empty cell and Picture Dialog
If additional photos are needed click insert photo
will open. When
selected for the third time the photo selection area
How to populate dropdowns with new comments”
When the Picture Dialog is open, select desired
picture and then select the Open button of dialog.
Your photo will then be inserted and sized
automatically within that selected cell.
There are two (2) photo rows, each row will
hold three (3) photos, for a total of six (6)
photos for each drop down selection.
If more photos are needed you may then add
those photos to “Additional Photo” page or
you can expand row height to accommodate
more photos.
Adding comments to Report Summary Page
Report Summary Page
The Report Summary page is used to describe area(s)
of concern that were observed at time of inspection.
With just a simple click of a button you can choose
what comments to add.
To add or remove a comment to the Report Summary
page is quite easy. Just select “Add Comments to
Summary Page” from toolbar above. While desired
reporting page is visible, as seen to the right. This
sample uses the Grounds page. Next a dialog form
pertaining to that selected area will appear with a
breakdown of reported areas or items. Choose which
areas you would like to add or remove from Summary
page.
To add or remove a selected comment check each box
then select Add Selection(s) or Remove Selection(s)
That’s it
Recommend using this same practice upon completion
of each report page area, only if you have concerns
that you want to add to Summary page. Each report
page will of course will have its own dialog form.
Hide or Unhide Selected Areas
Hide or Unhide Selection page
The Hide or Unhide Selection is used to remove (hide)
selected area(s) from selected reporting page that
may not be needed.
To Hide or Unhide a selection is also quite easy. Just
select “Hide or Unhide Selected Rows” from toolbar
above. While desired reporting page is visible a form
pertaining to that selected area will appear with a
breakdown of all areas. As seen here.
Before
To Hide or Unhide a selection, check each box then
select Hide Selection(s) or Unhide Selection(s)
That’s it
To the right is a Before and After view of how it will
appear when removing side yard from selected
report. As you can see in the After view the Side
yard(s) selection was removed. You can remove or
use any and all selected areas.
After
“How to insert your Logo, company info, Realtor Info
or new comments to list permanently”
To make permanet changes so that you do not have to repopulate your company info, add logo or even
update your personlized comment to a list. Follow these simple steps.
1. When you first open HomInspect Master, as if you are starting a new report, instead of selecting “Start
New Report” first select either Report Information Log or Invoice or Work On Report from Main
Control Panel. This will open the master report where you can make changes or adjustments that can
be saved permanently for future reports and will save you time so you do not have to reenter the same
information over and over again.
Report Information Log: To enter your company info.
Realtor Directory: Enter contact information for future use. Access located on Client information page
or toolbar.
Invoice: To add company logo or make simple changes.
Work On Report: From here you can select either “Email Reports” make changes to comments in
email box or “Selecting Report Locations” To add company logo to cover page and or make changes to
other report pages and add your personal comment to dropdown library.
2. After changes and adjustments have been completed return to “Selected Reports” page and select
bottom button labeled “Reset Updated Reports”
3. Now return to Main Control Panel and select the Close / Exit button and then select yes to saving
changes.
4. After newly saved changes and adjustments have been made, when you begin your new report the
new changes will be there. Be careful when using this option. If you have any question please feel free
to contact us and we will be more than glad to assist you.
Realtor Directory How to use “Realtor Directory”
The “Realtor Directory” button is located on
the “Report Information Log” page and on top
toolbar. When selecting this button you will be
brought to this page were you can either add
new entries or click on button next to desired
realtor and your entry will be auto inserted
throughout your report. Using this feature will
make short work of auto inserting realtors
contact info.
To add a new entry just type name, Phone and
Email in desired box. To save new entry for
future use, do so using HomInspect Master
original program.
Email Report With the assistance of Outlook we have added a feature that will give you a quicker and easier method in
which to email your completed report directly from our software. You will first need to set up an account with
Outlook along with your current email address. We have provided step by step instructions on email page to
set up this free account.
This is only an optional feature we provide, any completed PDF report
can be attached to your business or private email and emailed to your client.
To send your report using this feature its best
to first complete report and save in PDF.
From the “Work On Report” page you will then
select “Email Report”
When selecting this button you will be brought
to this page were you can easily email your
client and or your realtor or ?.
The areas in grey are linked to “Report
Information Log” and are updated from there.
From this page you can enter your own
comments to the email Subject line and Email
Message and save as your default email
comment.
To send email select “Press Here” button
This will open Outlook 2007 (if available) and a
“File Open” dialog
When the “File Open” dialog appears you will
then need to locate and select completed PDF
report that you want to email, then select
“Open” button on bottom right corner. This
will attach report ready to send via email.
In some cases this page may not appear or
become visible you may have to reselect
HomInspect Master located at bottom of page.
After Report / File have been attached to email
you will then see this email page that is now
ready to send. Confirm information on this
page is correct and then select the “Send”
button. Your email is now on its way. Send time
delay will depend on size of file.
You will now close off Outlook 2007.
Also again in some cases this page may not
appear or become visible you may have to
reselect HomInspect Master located at bottom
of page.
How to use Inspection Log sheet
The Inspection Log sheet
is easily accessed either
from the Main Control
Panel, or on the top
toolbar labeled Report
Navigations/ Inspection
Log and from the Report
Information Log.
The Inspection Log sheet
is used to store your
previous inspection
information for quick and
easy reference if needed.
The way to populate this page can be done by manually typing in information on to HomInspect Master/
Inspection Log Sheet or while working on a new report and all available information has been entered, you
would then select Update Client Log button located on the top toolbar labeled Report Navigations. This
button would then transfer all needed info from new report onto HomInspect Master / Inspection Log Sheet
for later reference.
On the Inspection Log Sheet we have added a button labeled “Search”. This button will assist you with a quick
search of records for a specific name and all records associated with this name. Also on this sheet will be
complete totals of inspection fees received, additional fees, and total miles traveled, these can come be very
helpful when doing your years end taxes.
Copyright © HomInspect 2009-2014
When each report has been completed with no further use just simply right click on icon located on desktop
and select delete.
We put as much information together here to give you all the possible tools to put together a top notch report
that is not only easy to follow but easy to use. Once you fully learn how to navigate through this report
software it will take you know time at all to complete a report. Any and all comments and or statements made
that are mentioned throughout this reporting software are only as a courtesy or sample. It is recommended
that you read all contents of this guide. HomInspect cannot be held liable for any statements made. Also, if
you have any further question or need assistance with this software we will be more than glad to assist you in
any way we possibly can.