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TOPIC: How do I...

How do I... 10 years 3 months ago #18754

  • Louie Flores
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How do I add to a template I am building sections for client info or Limitations of inspection do I create a new page or put it under menus as a Inspection item?

Thanks
Lou

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Re: How do I... 10 years 3 months ago #18761

Hi Louie,

Can you tell me a little more of what you're trying to do? If you're just trying to add boilerplate text that will appear in front of a section in every report you want to use the Edit Documents feature to create a new document or edit the current intro for your template. There's an animated tutorial on this as well.

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Dominic Maricic
Home Inspector Pro Home Inspection Software - CEO

Re: How do I... 10 years 3 months ago #18765

  • Louie Flores
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Dom, Thank you that is what I am trying to do text in front of every report. ;)

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Re: How do I... 10 years 3 months ago #18794

No problem!

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Dominic Maricic
Home Inspector Pro Home Inspection Software - CEO

Re: How do I... 10 years 2 months ago #20375

is there a way to reuse the client info in different templates i.e - General inspection report and  Septic dye test report without reentering the info?
thanks

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FRANK MACAK   Lic.# 16000041526
PRIME INSPECTIONS  - www.prime-inspect.com
Quality Home Inspections in Delaware, Otsego, Chenango, Schoharie
Greene, and other Counties = approx. 75 miles radius from Oneonta NY

Re: How do I... 10 years 2 months ago #20379

Not yet. We're actually working on a new feature that will allows just that.

Dominic

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Dominic Maricic
Home Inspector Pro Home Inspection Software - CEO
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