Delivering Reports

Once you've completed an inspection, Hometrace helps you deliver professional reports to your clients. This guide covers the delivery process.

Completing an Inspection

Before delivering a report, ensure your inspection is complete:

1. All areas have been documented
2. Photos are attached to the appropriate items
3. Notes and observations are recorded
4. You've reviewed the findings

Report Generation

When you complete an inspection, Hometrace compiles your data into a professional report including:

• Property details and inspection date
• Findings organized by area
• Photos with descriptions
• Your notes and observations
• Inspector information

Delivering to Clients

Inviting Clients

From the inspection details, you can invite clients to view their report:

1. Open the completed inspection
2. Click to invite the client
3. Enter the client's email address
4. The client receives an email with access to their report

Client Access

When clients receive their invitation:

1. They click the link in the email
2. Create an account or sign in
3. View their inspection report online

Payment Integration

If you have payment settings configured:

• Reports can be locked until payment is received
• Clients see the payment requirement when accessing their report
• After payment, full report access is granted

Report Contents

The delivered report includes:

Property Information

• Address and property details
• Inspection date
• Inspector name and contact information

Inspection Findings

• Area-by-area documentation
• Appliance and system details
• Photos with captions
• Your professional observations

Tips for Professional Delivery

Timing

Deliver reports promptly—ideally within 24 hours of the inspection.

Communication

Follow up to ensure clients received the report and can access it.

Availability

Be prepared to answer questions about your findings.

Troubleshooting

Client Can't Access Report

If a client reports access issues:

1. Verify their email address is correct
2. Ask them to check spam/junk folders
3. Resend the invitation if needed
4. Contact support for persistent issues

Report Not Generating

If you encounter issues generating reports:

1. Ensure the inspection is marked complete
2. Check that all required fields are filled
3. Verify photos have finished uploading
4. Contact support if the issue persists

Getting Help

Questions about report delivery? Contact support at support@hometrace.co.