Report options: look, photo settings, notes, cover, appendix, page numbers

Step by step

  1. Report options: Inspector notes off, Recommendations on, Time and location on.
  2. Choose Classic (severity colour bands) or Minimal (monochrome, prints well).
  3. Generate, read it through once as the buyer would, then Email Client.
  4. Generate again with notes on and save that copy to Files for your records.
The client's copy: cover, summary table and one page per finding
On site

Reading your report the way a buyer does

A buyer usually reads a snagging report twice. The first time quickly, looking for anything alarming. The second time slowly, usually with the developer's reply open beside it. Write for both readings.

  • The summary table carries the first reading. If severities are consistent, a buyer can see at a glance that there are 60 items, two of them serious. If everything is marked high, nothing is.
  • Each finding page carries the second. A clear photo, one sentence on what is wrong and one on what should happen. Buyers forward single pages to the developer, so each page must stand on its own.
  • Your cover carries trust. Name, company, signature and date tell the developer this came from a professional and deserves an answer.

What should not reach the buyer: your private working notes, half-formed thoughts on causes, and anything you would not want quoted back to you. Keep those in inspector notes and generate the client copy with notes switched off; save a second copy with notes on for your file.

Related questions

Can I add a cover letter or a disclaimer?

Not inside the PDF yet. Most inspectors put it in the email body, which the app pre-addresses for you.

Does the client see the AI's text?

They see the text you approved. The report does not say which words started as a draft.

Try it on your next walk

Free to download; the first project is free for good. No account.

Download on theApp Store

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