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TOPIC: How do you do your summary with the client?

Re: How do you do your summary with the client? 11 years 1 month ago #55066

Cameron, I want to Thank You for the detail and work you have displayed to help me. It is alot to think about, and I will work on, starting tomorrow, but I feel it will take some time. I don't know if it will help my time, but I believe it will allow me to produce a better report for my clients.

Bob, Thank You again for your support. I will try that feature of HIP, once I figure it out.

Thank You everyone that has given their time and effort to help me. I hope that this information finds it way to others that can use the help.

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Steven Wessler

Re: How do you do your summary with the client? 11 years 1 month ago #55067

One day at a time, keep us posted. ;)

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Title: Home Inspection Peoria, IL
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Re: How do you do your summary with the client? 11 years 1 month ago #55071

This is one of the most productive threads here in a very long time. Great jobs guys!!

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Dominic Maricic
Home Inspector Pro Home Inspection Software - CEO

Re: How do you do your summary with the client? 11 years 1 month ago #55074

I am trying to go through this thread & reread all the posts, I agree Dom, great input by all.

I reduced my clicks in preparation for today.

I was thinking of creating a report reference page. I could save a lot of time if I can create the pages properly (illustrations, reference verbiage, links

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Re: How do you do your summary with the client? 11 years 1 month ago #55077

Steven,

You don't have to make changes all at once. Start small- maybe first look at creating an INTERIOR section.
As Bob & Cameron both demonstrated, sit down and add NOTES for those comments. Your report will still maintain it's integrity and the detail you have created.

These are the Tabs I have under Interior:
INTERIOR:
Main Entry Door
Other Exterior Doors
Windows
Walls
Ceilings
Floors
Stairs & Handrails
Closets
Fireplace

This may have been mentioned above and I missed it - but your report doesn't have a Summary Page. I know some inspector's think it will force client's to read the entire report.  If your client is going to skip reading the report; that's going to be the same client who will scan your pages and only look for "red".  With a Summary- at least all the "red" is in one place and less likely to be overlooked(but that's personal preference).

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Dan Musielski
Inspector/Engineer
Assured Home Inspections; Batavia, IL
www.InspectThatHouse.com

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Re: How do you do your summary with the client? 11 years 1 month ago #55078

Agree with above.
You should always use a summary section with HIP.
The nature of the software automatically encourages a longer report with full photo and graphic features which is nice but
that is for the clients.
The Agents and Lawyers need to get a summary and not read through all the maintenance tips.

Forget the guys who state who cares about the Agents .
They are the ones never working.
For me the challenge is to add as much info as I can while at the same time providing a streamlined format.
This applies to doing and the end result.

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