TOPIC: Outline of HIP Mobile/Desktop process flow

I'm new to HIP. Has anyone created an outline of the process flow of how best to complete an inspection using the mobile and desktop app? Do I create the Client on the desktop download it with the template to the mobile and work from there? Once the site survey is complete, upload it to the desktop to complete?
Thnx!
RayS

Start on mobile, download to desktop, open, generate & review the report. Then upload it via HIP Office or HIP Cloud to your clients.

So there's no opportunity to work on a client or inspection report then upload that to the cloud and then pick it up on the mobile?

My reason is I want to enter the client info into the desktop app, create the contract and get that to them as quickly as possible.