Quick Summary
Customizing inspection report templates in HIP allows you to tailor reports to meet your specific needs.
Note: The important part of duplicating sections is to rename the section and subsections to be unique and separate from the original section. For instance, if you copy Bedroom, the renamed section should be something like Bedroom 2. For Subsections, you should rename Bedroom Floors to Bedroom 2 Floors. This helps prevent photos or narrative from duplicating between the subsections when writing the report.
Sections can also be moved within a report template using drag-and-drop functionality. However, only one section can be moved at a time, as bulk movement is not supported.
Step-by-Step Instructions
Tips for Effective Customization
Plan your template structure in advance to minimize the need for frequent adjustments.
Use descriptive and unique names for all sections to maintain organization and ease of use.
Familiarize yourself with the drag-and-drop functionality to efficiently rearrange sections.
Step 1: In HIP Desktop, Click Open Template and select the template you want to make changes to from the list then hit Open.
Step 2: Click Edit Template.
Step 3: Highlight the section you wish to duplicate and click Copy.
Step 4: Type in a Name for the new section that is unique in the template and click OK.
Troubleshooting
Common Issues
After duplicating a section Photos or comments placed in the new section duplicate to the original section or vice versa. In this case the software believes they are the same section. This is fixable. Contact Support.
Contact Support
If you have any questions, please feel free to give us a call at (888) 750-4777, or you can email us at [email protected] or open a chat in the bottom right corner of our main website or HIP Office!