How to Manually Upload a Report to an Order in HIP Office

Step-by-Step Instructions

Step 1: Go to the Office menu and select View Orders.

Step 2: In the Order List, find and click on the order you wish to upload your report to.

Step 3: In Order Details, select "Reports" from the Order Details menu.

Step 4: Click the "Upload Inspection Report" button.

Step 5: A window will appear where you can either drag and drop your inspection report, or click to browse and select the report from a location on your computer.

Step 6: Click the "Upload Inspection Report" box.

Step 7: Navigate to the location where your inspection report is saved, select it, and click "Open."

(For Windows, the default location is: "C:\Program Files (x86)\Home Inspector Pro\Client Reports". For MacOS, it is: "Documents\Home Inspector Pro\Client Reports.")

Step 8: After selecting your report pressing Open, the icon in the Upload Inspection Report box will change from a cloud to a document, indicating that your report is ready to upload. You can check the box for the HTML upload if needed.

Step 9: Click the "Upload" button.

Step 10: The upload will begin, and you'll see a progress indicator.

Step 11: Once the upload is complete, the inspection report will appear in the Report View. HIP Office will then send out your report according to the settings in your email template.

If you have any questions, please feel free to give us a call at (800) 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!