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Articles on:Using HelloReport
This category will explain how to use the app, but also provides tips how to get the most out of HelloReport.

Categories

  • Using HelloReport
  • Getting started
  • Report Settings
  • Account Management
  • Plans, trials and billing
  • Using the Tenant Portal
    A tenant guide for reviewing and signing a reportFeatured
  • How to clear mobile app cache
    Clear your app cache to reduce storageFeatured
  • What do the different mobile app icons mean?
    Understanding the different icons on the mobile app and how they can indicate the progress and location of your report.Featured
  • Copy data from a previous report
    Copy a report or create a comparison reportPopular
  • Create a new report
    Start a new report in just a few clicksSome readers
  • How to edit tenant details
    Edit tenant information after sending the report for signaturesSome readers
  • Add, edit or delete a property
    A guide on managing your property listSome readers
  • How to enable speech-to-text
    Reduce the time spent typing - use the speech dictation toolSome readers
  • Lock, sign and send reports to tenants on the mobile app
    Send a report to tenants from your mobileSome readers
  • How to clear your desktop/browser cache
    A guide on clearing the cache on different internet browsersSome readers
  • Create a comparison Check Out report
    Compare your inventory and check out findings in one reportFew readers
  • Add, edit and delete items
    Add, edit and delete items in the Mobile App Add items To add additional items to your inspection area, for example you wish to add a hob to kitchen, turn Items on in the inspection area. Click Add items at the end of the item list. ClickFew readers
  • Adding Addendums to a completed report
    Add additional information after the report is completeFew readers
  • How to add, edit or delete a defect
    See any issues? Add a defect.Few readers
  • Lock, sign and send reports on the web app
    A guide on finalising your reportFew readers
  • Send completed report to any email address on the web app
    Manually send reports via emailFew readers
  • Adding and deleting photographs in report
    Edit photos on the mobile app or websiteFew readers
  • How to integrate with SME Professional
    Sync your property portfolio with HelloReport.Few readers
  • Upload a report to the website from the mobile app
    Upload your reports to continue editing on your desktopFew readers
  • Add meter readings, keys and detector information
    Add information about meters, keys and detectors in just a few clicksFew readers
  • How to add a new branch and associate properties
    Keep your properties and reports organised with their company branchesFew readers
  • How to change the property address of a report
    Change the property address of an in progress or completed report.Few readers
  • Force complete report if all tenant signatures have been received
    Complete the report early on mobile and websiteFew readers
  • Update the HelloReport mobile app
    HelloReport is available on both iOS and AndroidFew readers
  • Add, edit or delete a client
    A guide on managing clients and landlordsFew readers
  • Send a report from the website to mobile app
    Download a report to any mobile and continue editingFew readers
  • Change report assessor on the web app
    Change who signs and locks the reportFew readers
  • Sync Settings & Dictionary in mobile app
    Sync any changes made on the website to your mobile appFew readers
  • Change the date of a report
    Move your appointment date forward or backwards in a few simple stepsFew readers
  • Photograph limits of a report
    Check your photo limitations for each report sectionFew readers
  • Send reports to a client / landlord automatically when completed
    We'll send the email for you automatically to reduce your admin. Associate your clients with properties in seconds.Few readers
  • Add, edit, duplicate and delete inspection areas
    In HelloReport Mobile App Add an inspection area Go to a report you are editing. Click Add Inspection areas under the list of inspection areas already in your report. Choose the inspection area from the list provided. If you can't find the area you require from the list, click Add custom in the top right corner. (https://storage.crisp.chat/users/helpdesk/weFew readers
  • What is the notes section for?
    Add any additional information or thoughts that cannot be added anywhere else.Few readers
  • What are Checklists?
    Add and customise checklist questions for your team. You won't forget those important tasks again!Few readers
  • Send reports to a nominated email address when completed
    Automatically email the report once completedFew readers
  • Complete report on mobile without adding tenants
    Add blank tenant signatures spaces and complete the report straight from the mobile appFew readers
  • Describe an inspection area or item
    Add descriptions to your reportFew readers
  • How to delete a report
    Delete reports that are no longer needed on the website or mobile appFew readers
  • Hide/show items in report mobile
    Add items for a more detailed reportFew readers
  • Add custom inspection areas on mobile
    Customise your report on the mobile appFew readers
  • View tenant signatures status on mobile
    Manage the tenant portal from the appFew readers
  • Download report PDFs to mobile and share reports after complete
    Share the report PDF via your mobileFew readers
  • Download a Draft PDF
    Download a draft PDF before signing and locking the reportFew readers
  • Re-order areas and items on the web app
    Change the order of your report after uploading to the websiteFew readers
  • How to automatically save images to your device
    It's great to have a photo back up. Begin automatically saving photos to your device in a few simple steps.Few readers
  • Add properties in bulk
    Import your property portfolio on the website. No need to add properties individually!Few readers
  • Copy area/item descriptions on the mobile app
    Copy your area/item descriptions into other similar areas On the inspection area or item, type or dictate in the description box to describe what you can see. Once you have added your description, tap the green COPY button on the right hand side. The inspection areas with their items within will be listed. Select the check box to tick the areas/items you wisFew readers
  • How to integrate with Reapit
    Within ReapIt Within your Reapit account, navigate to the Reapit AppMarket, and search for HelloReport. Install the HelloReport app by click the Install App button. Navigate to the Settings section within the Reapit AppMarket, and copy your Customer ID code, you’ll need to enter this in the HelloReport dashboard. Within HelloReport Click Account, and then Settings Click Integrations, and then open the Reapit tab Enter Reapit Settings (https://storage.crisp.chat/usersFew readers
  • How to integrate with Fixflo
    Within your FixFlo dashboard: Within the left menu click on 'Integrations and then 'Tokens'. At the top of the Integrations page, click the button to 'Add Token'. Add Token to FixFlo In the popup window, for ‘App Id’, enter ‘ HELLOREPORT’ making sure to use all capitals, then click add. This will create a unique token which will be entered within HelloReport to enable the integratioFew readers

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