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How to get Clients, Agents and Contracts from HIP Office
How to get Clients, Agents and Contracts from HIP Office

This article explains how to get Clients, Agents and Contracts from HIP Office

Wayne Abbott avatar
Written by Wayne Abbott
Updated this week

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!

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