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TOPIC: Outline of HIP Mobile/Desktop process flow

Outline of HIP Mobile/Desktop process flow 3 months 3 weeks ago #66938

I'm new to HIP. Has anyone created an outline of the process flow of how best to complete an inspection using the mobile and desktop app? Do I create the Client on the desktop download it with the template to the mobile and work from there? Once the site survey is complete, upload it to the desktop to complete?
Thnx!
RayS

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Outline of HIP Mobile/Desktop process flow 3 months 3 weeks ago #66939

Start on mobile, download to desktop, open, generate & review the report. Then upload it via HIP Office or HIP Cloud to your clients.

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Dominic Maricic
Home Inspector Pro Home Inspection Software - CEO

Outline of HIP Mobile/Desktop process flow 3 months 3 weeks ago #66941

So there's no opportunity to work on a client or inspection report then upload that to the cloud and then pick it up on the mobile?

My reason is I want to enter the client info into the desktop app, create the contract and get that to them as quickly as possible.

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Last Edit: by Ray Sahm.
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