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TOPIC: Client Information

Client Information 13 years 3 months ago #43548

  • Jim Keilson
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Dom (or anyone) is there anyway to pull the client info like Name, Date of inspection, address etc...  into a list like in word or excell ??

Jim

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Maryland Home Inspection Services Inc.
www.marylandhomeinspectionservices.com
State of Maryland License# 31141
Virginia License#3380 000468
National Association Of Certified Home Inspectors ID: NACHI10101807
International Association of Certified Indoor Air Consultants (IAC2). Certification #...

Re: Client Information 13 years 3 months ago #43549

Not currently, you can only export the agent information. This will be a feature in the future.

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Dominic Maricic
Home Inspector Pro Home Inspection Software - CEO

Re: Client Information 13 years 2 months ago #43633

Hi Jim
HIP is not a good place to store info like that so I keep most of my info in Google calendar where it is searchable and easy to find.
I store all the Client,Agent,Property info there and it is then easy to drag and drop it into a report for instance.

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Re: Client Information 13 years 2 months ago #43635

  • Jim Keilson
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Thanks Bob, I actually keep it all in an excel sheet I made up.  I just was more curious than anything.

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Maryland Home Inspection Services Inc.
www.marylandhomeinspectionservices.com
State of Maryland License# 31141
Virginia License#3380 000468
National Association Of Certified Home Inspectors ID: NACHI10101807
International Association of Certified Indoor Air Consultants (IAC2). Certification #...
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