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TOPIC: Return client

Return client 15 years 2 months ago #22021

How do you handle a return client within HIP? Do I have to enter all the client data again or do I choose from a pick list? How do you name the file, the program creates the file name right? I do not want it confused with the previous file?

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<b>Title:</b> Orland Park Home Inspector
www.OrlandParkHomeInspections.com
<b>Des:</b> Orland Park Home inspector performs home inspections in Orland Park, Tinley Park, New Lenox, Frankfort, & Palos Heights. 708-535-6057, 708-612-6679
<b>UPath:</b>...

Re: Return client 15 years 2 months ago #22029

No, you create the file name. Some inspectors use the address-last name, some only use the last name. Some use a report ID they generate. if you're doing a re-inspection use the same report then save it as a new name. If you're inspecting a new house you'll have to re-enter the client data again at this time. We're working on a feature to export just the client data from a file for purposes of integrating with other programs and saving time on additional inspections to the same client.

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Dominic Maricic
Home Inspector Pro Home Inspection Software - CEO
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