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TOPIC: client info page

client info page 12 years 1 week ago #50801

When on the client info page.. is there an area where i can make notes that the client will not see at all..

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Re: client info page 12 years 1 week ago #50803

Not on that page. But you can add a new page to the report via Edit Template, add 1 selection panel and call it client notes or something. Then just don't check that section when you go to print.

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Dominic Maricic
Home Inspector Pro Home Inspection Software - CEO

Re: client info page 12 years 6 days ago #50831

Like Dom said, the easiest way is to just create a section that you don't print.  I collect and put the following information in that area that nobody but me sees.  It is more of a refresher should somebody call with questions or concerns at a later date.

Present at inspection
Time started
Time ended
Weather including temperature
Rain in recent past
Vacant or occupied
Structure Condition
Property Condition
Property style
Comments.

I keep track of when agents arrive and if they leave early or if they spend all the time in the car.
I keep track of when others arrive or leave the inspection.
I use the comments section for any other information that could be pertinent at a later time.  Sometimes nothing, sometimes it is a book.

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There is nothing sweeter than the smell of fresh cut grass on a baseball infield, the click of a wooden bat and the taste of a hot dog at a warm sunny daytime double-header.
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