Add, edit or remove a report template
Manage your report templates on the website.Some readersUsing the Dictionary on the web app
Using the Dictionary to add custom inspection areas and items We've already added a good range of inspection areas and items in the dictionary, however every property is unique. It's simple to add a new inspection area with custom items. Log in to the web app. Please note only the account owner and managers can view the Dictionary. Click Account in the top right corner of the screen, then select Settings. (https://storage.crisp.chat/users/helpdesk/website/d2be5c5bbdcbSome readersAdd, edit and delete checklists on the web app
Create and edit checklists Go to Account in the top right corner of your HelloReport web app, and click to Report Settings. Depending on if you wish to edit the checklist on Inventory / Schedule of Condition, Inspection or Check Out reports, click the type of report and Checklist under it. For instanceFew readersChange the name of a report type
Changing the name of a report type Report names are fully customisable and can be edited in a few clicks. Go to Account in top right corner of the website's homepage and click Settings. Click to Report settings. Choose a report type: Inventory / Schedule of Condition, Inspection or Check Out. For example, if you wish to change the name of InventoryFew readersEdit the report disclaimer
Customise your final reportFew readersEdit condition and cleanliness ratings / wording
Editing condition and cleanliness ratings Each condition and cleanliness rating within the system has a definition attached to it. This helps anyone reading the report understand how things should be interpreted. To change this: On the website go to Account in the top right corner and select Settings. Head over to the Report Settings tab and then go to CondFew readersEdit the end of tenancy guidance notes
Go to Account in the top right corner of the homepage and select Settings from the drop down. Depending on which type of report you wish to make the changes to, click to either Inventory / Schedule of Condition, Inspection or Check Out and choose End of tenancy guidance notes under it. (https://storage.crisp.chat/users/helpdesk/website/d2be5c5bbdcb2000Few readersChange Assessor and Tenant Declaration wording
Declarations are the sections of legal text each person needs to agree to before they can sign the report. This text appears next to the signature in the final PDF. To change this: Log in to the web app. Go to Account at the top right of the screen, then click Settings. Go to Report Settings General. Scroll down the page to Assessor declaration wordFew readersChanging image quality
Change your image quality Image quality on the app is defaulted to medium, but this can be changed in just a few clicks in the event you need to increase/decrease the quality. Tap the green cog wheel in the top right corner of the app homepage. Go to Image quality. Select your preferred image quality from High, Medium, Low by swiping the button to green. Your preference will be saved for next time.Few readersAdd a company logo to reports
Add custom branding to your reports to make them yours.Few readers