Exporting Clients
Step 1: Log in to HIP Office at http://hipoffice.homeinspectorpro.com and login.
Step 2: In the left-hand menu, click on Data Management to expand the options.
Step 3: Select Clients from the dropdown.
Step 4: On the Clients page, locate the Export Clients button in the top right corner.
Step 5: Click Export Clients to have a .csv file emailed to you.
Exporting Agents
Step 1: Log in to HIP Office at http://hipoffice.homeinspectorpro.com and login.
Step 2: In the left-hand menu, click on Data Management to expand the options.
Step 3: Select Agents from the dropdown.
Step 4: On the Agents page, locate the Export Agents button in the top right corner.
Step 5: Click Export Agents to have a .csv file emailed to you.
How to Download Order Contracts in HIP Office
Step 1: Log in to HIP Office and navigate to the Dashboard.
Step 2: In the left-hand menu, click on Orders to expand the options.
Step 3: Select View Orders from the dropdown.
Step 4: Locate the specific order you need and click on the number in a circle to open the Order Details page.
Step 5: Click on the Contract tab to view the agreement.
Step 6: Click the Download Contract button to save a copy of the agreement.
Contact Support
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!