Agile Inspections makes it easy to generate professional Word documents directly from your inspection data.
Step 1: Complete Your Inspection
Ensure your inspection is complete with:
- Property and client information
- All findings and observations
- Photos (if applicable)
- Any additional notes or recommendations
Step 2: Access the Report Generator
From your inspection view, look for the "Generate Report" or "Create Document" button.
Step 3: Select Template
Choose the report template you'd like to use:
- Default template
- Your customized template
- Other available templates
You can preview the template before generating.
Step 4: Customize Report Options
Select which information to include in your document:
- Property details
- Inspection findings
- Photos
- Recommendations
- Your company information
- Signatures
Step 5: Generate the Document
Click "Generate" or "Create Document" to create the Word file.
Step 6: Download or Share
Once generated, you can:
- Download the Word document to your computer
- Open it in Microsoft Word for final edits
- Send directly to your client
- Save to cloud storage
Tips
- Customize your template in advance to maintain consistency
- Add your company logo and details to templates
- Review the document before sharing with clients
- Make final edits in Microsoft Word if needed