hominspect program guide - home inspection software - hominspect

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"HomInspect Instruction Guide" HomInspect-2011 was developed to provide you with a quick and easy method in which to navigate through this Home Inspection Software. Before starting your Home Inspection report it is recommended that you first read "HomInspect Instruction Guide" this instructional guide will help you familiarize yourself with the software program and controls and assist you in producing a top notch professional inspection report using the fewest number of steps. We have also included in this software program 1. Work Order Invoice – A professional invoice ready to go. 2. Inspection worksheet – A worksheet that will assist you during your inspection. 3. Google Map search – That is linked to client info for a quick map search. 4. Report Summary page –Identifies concerns that are mentioned within report. 5. Realtor’s Directory – Store your realtor’s contact info for quick, easy and fast access. 6. Email Report – Email your report directly from our software, it is as simple as pushing a button. 7. Custom Toolbars-We have designed a set of custom toolbars with many features that will assist with putting together a top notch report. 8. Change Report Color Formatting- You can use this feature to change the color design of report pages with ease. 9. Customize Formatted Comments- Customize a color formatted comment and add to already existing library. To convert your finished report into a PDF file for easy mailing we recommend installing a FREEWARE called “PDFCreator-GPLGhostscript” A free tool which easily creates PDF files from any program that is able to print. Start converting your inspection reports and add encryption with PDFCreator to secure them against modifications. You can also merge multiple files into one PDF. PDFCreator is a FREEWARE and cost you absolutely nothing Creating PDF files are simple, fast and works just like a printer. If you decide to use the PDFCreator Please install before use. Here is an additional download link below http://www.pdfforge.org/pdfcreator Also you may like to try this FREEWARE called “FastStone Image Viewer” image browser, converter and editor with nice interface; includes lots of tools. FastStone Image Viewer can help you to resize your photos/images so as not to take up so much memory and yet keep the quality of each photo. This process can be done with multiple photos/images all at once in a single batch and is very easy to use. Download link below http://www.faststone.org/FSViewerDetail.htm

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Page 1: HomInspect Program Guide - Home Inspection Software - HomInspect

"HomInspect Instruction Guide" HomInspect-2011 was developed to provide you

with a quick and easy method in which to navigate

through this Home Inspection Software. Before

starting your Home Inspection report it is

recommended that you first read "HomInspect

Instruction Guide" this instructional guide will help

you familiarize yourself with the software program

and controls and assist you in producing a top notch

professional inspection report using the fewest

number of steps.

We have also included in this software program

1. Work Order Invoice – A professional invoice ready to go.

2. Inspection worksheet – A worksheet that will assist you during your inspection.

3. Google Map search – That is linked to client info for a quick map search.

4. Report Summary page –Identifies concerns that are mentioned within report.

5. Realtor’s Directory – Store your realtor’s contact info for quick, easy and fast access.

6. Email Report – Email your report directly from our software, it is as simple as pushing a button.

7. Custom Toolbars-We have designed a set of custom toolbars with many features that will assist with

putting together a top notch report.

8. Change Report Color Formatting- You can use this feature to change the color design of report pages

with ease.

9. Customize Formatted Comments- Customize a color formatted comment and add to already existing

library.

To convert your finished report into a PDF file for easy mailing we recommend installing a FREEWARE called

“PDFCreator-GPLGhostscript” A free tool which easily creates PDF files from any program that is able to print.

Start converting your inspection reports and add encryption with PDFCreator to secure them against

modifications. You can also merge multiple files into one PDF.

PDFCreator is a FREEWARE and cost you absolutely nothing

Creating PDF files are simple, fast and works just like a printer. If you decide to use the PDFCreator Please

install before use.

Here is an additional download link below

http://www.pdfforge.org/pdfcreator

Also you may like to try this FREEWARE called “FastStone Image Viewer” image browser, converter and editor

with nice interface; includes lots of tools. FastStone Image Viewer can help you to resize your photos/images

so as not to take up so much memory and yet keep the quality of each photo. This process can be done with

multiple photos/images all at once in a single batch and is very easy to use.

Download link below

http://www.faststone.org/FSViewerDetail.htm

Page 2: HomInspect Program Guide - Home Inspection Software - HomInspect

“Starting a New Report” 1. When you first open HomInspect-2011

Software Program you will then select

“Start Here”.

This will bring you to the “Main Control

Panel”

Here at the “Main control Panel” you will

then select “Starting New Report”

The use of this feature is only available

when selected from HomInspect 2011

master program.

Page 3: HomInspect Program Guide - Home Inspection Software - HomInspect

2. When selecting ”Starting New Report”, a

Starting a new report dialog will appear, you

will then enter a name for new report in the

open box

Now select the OK button on the bottom.

That’s it. Your new report has now been

created and you may now begin working on

your report. Also a new desktop shortcut icon

has been created for this new report and

placed on your desktop for quick and easy

access.

Or you may also opt to CANCEL this process

and return the main screen.

Once a new report has been created you will

then select “Client Information”

To enter all needed client info.

4. Once on the “Client Information”

page, you will then enter needed

information that is pertaining to the

Inspection Report. After information has

been entered you will then return to

"Main Control Panel".

Additional Button Info

A “Google Map Search” button has been

added. Once you have entered Client Info

and Inspection address press Google Map

Search button (if internet is present) it

will then open Google Map with your

inspection map location ready to print.

“Clear Client Information” button when selected will clear only client information, your company name and

info will stay and the invoice number will automatically go to next invoice number.

The “Realtor Directory” button will make short work of auto inserting realtors contact info.

That simple…

Page 4: HomInspect Program Guide - Home Inspection Software - HomInspect

5. Now that you have returned to the

"Main Control Panel" you will now

select “Work On Report”.

Now select “Selecting Report Locations”.

This will bring you to “Selected Reports”

page.

Or if you are just want to continue

working on existing report then just select

“Continue Working On Existing Report”

Both are pretty self explanatory.

Page 5: HomInspect Program Guide - Home Inspection Software - HomInspect

6. Here on the “Selected Reports” page you

will notice that the inspection reports are

broken down into different areas / locations.

Using the check boxes select all areas needed

for inspection. Once all selections have been

made, use the “Update Selected Reports”

button, this will open all selected reports.

We have also added a button called “Reset

Updated Report”. This button will allow you

to reset and save changes made within

selected report areas. Best used with

HomInspect 2011 (master copy)

Here is a view of how it may

appear as you are working on

different areas of report.

At the very bottom of page

you will see each of the areas

that you have selected. Select

one at a time, fill in reported

information.

As a safe practice it is

recommended that upon

completion of each area to

select the save button located

on “HomInspect Special

Feature Controls” This will

help prevent any accidental

loss of newly entered data.

Another good practice is as each page of your report is completed and before you continue on to the next

page, is to select the tool ribbon called “HomInspect Special Feature Controls” from there you will select Print

Preview, this will give you a view of how this page will appear when you print, so at this point you can make

necessary changes. To make changes use the Page break view, it is usually better to make a page shorter by

raising the page break line (blue line) upward. Sometimes if you try to extend the page break line downward it

will also shrink the appearance of the page. Then at this point you would select Save as you go button, then

continue to the next page. Once you get a feel of how a page break / print preview works you can make

necessary correction in just a couple of seconds.

Page 6: HomInspect Program Guide - Home Inspection Software - HomInspect

7. After all areas of the report have been completed

“Report Navigation” toolbar , then select

8. You will then be brought to

Report” page here you will have a selection

of check boxes to choose from. Select

check boxes that pertain to your report.

And then press the “OK “button.

At this point if you are using PDF Creator

(FREEWARE) please be sure that you have

set the PDF Creator as default printer

any other PDF Printer.

9. After selecting the OK command button

from your print page, the PDF Creator

this is your default printer) will open and

display this page or similar page. Now f

all needed information and then select

save.

Next a Windows Save Dialog will appear;

there you will save PDF report to a desired

location.

Now review your PDF report before mailing

out.

. After all areas of the report have been completed and you are ready to print your report

select “Print Reports”

. You will then be brought to “Print

ere you will have a selection

of check boxes to choose from. Select all

check boxes that pertain to your report.

if you are using PDF Creator

be sure that you have

set the PDF Creator as default printer or

command button

the PDF Creator (If

will open and

Now fill in

all needed information and then select

Next a Windows Save Dialog will appear;

desired

Now review your PDF report before mailing

and you are ready to print your report, then select

Page 7: HomInspect Program Guide - Home Inspection Software - HomInspect

Here is a view of the “General Information” Page.

Most information on this page is linked throughout

your report and is entered automatically. The area

circled in red has Drop down fields that are

populated with numerous comment possibilities

already. The Drop down fields can also be

populated with your own personal information.

The rest of this page is already linked to your Client

information page and is updated upon each

opening.

Here is a sample page of the “Garage”. It gives you

a view of how a report page looks as you work on

it. No jumping back and forth to different pages.

With this reporting program you complete each

area of inspection while staying on the same page,

which gives you an actual view of the report.

Page 8: HomInspect Program Guide - Home Inspection Software - HomInspect

Home Inspection Tool Bar ribbon

Below is a pictured view of the HomInspect Special Feature Control toolbar ribbon This tool

bar ribbon will help assist you as you navigate through each of your reporting areas. Below are

instructions on the use of each tool.

Add / Remove Protection: Protection for the most part is reapplied automatically.

The protection is used to help prevent any accidental alteration. You may remove

protection using this command button so that you can make needed modifications

to your report to suit your needs and then reapply protection. Be careful of linked

fields across the top of the page when protection is removed.

Red or Yellow Circle: This tool command will insert a red or yellow circle where

needed to display area(s) of interest. Just tab cursor next to desired area and press

“Red or Yellow Circle” command. Then re-adjust and size to suit.

This one for Red This one for Yellow

Red or Yellow Arrow: This tool command will insert a red or yellow arrow where

needed to display area(s) of interest. Just tab cursor next to desired area and press

“Red or Yellow Arrow” command. Then re-adjust and size to suit.

This one for Red This one for Yellow

Down Arrow: This tool command will insert an arrow where needed to display

area(s) of interest. Just tab cursor next to desired area and press “Down Arrow”

command. Then re-adjust and size to suit.

This will insert a no fill arrow

Page 9: HomInspect Program Guide - Home Inspection Software - HomInspect

Text Box: This tool will allow you to insert a comment where needed throughout

report. Edit the text using standard tools operation.

Insert Photo: With this tool You can insert clip art or a

photo into your report with ease. Select desired

location by tabbing a cell then press “Insert Photo”

command.

This feature is used to insert a photo to an exact

desired location.

For the preferred and easiest method to insert a

photo to your report please read: “How to insert a

photo into report” located further down on this page.

Special Feature Tools

Create A New Formatted Comment: The use of this

feature will assist you in creating a new color

formatted comment and then add to already existing

library. When using this feature just follow the simple

instructions on the screen.

Change Report Color Formatting: This feature will

allow you to change the color layout of all report

areas. This includes fill color, Font color, Special

outline highlighting and even a glow effect. When

using this feature just follow the simple instructions.

Hide or Unhide Selected Rows: Each report location is

broken down in different categories; Example electrical,

plumbing, walls, windows, flooring and so on. This

feature will allow you to remove or add desired

category to active report location.

Additional instructions for this feature are further down

on this page.

Put your comment in here

Here is a sample

how it may appear

Page 10: HomInspect Program Guide - Home Inspection Software - HomInspect

Add Comment To Summary Page: This button will open

a summary page selection in reference to currently

opened report. From there you can add or remove

desired comment(s) of Report Summary Page.

Additional instructions for this feature are further down

on this page.

Active Report Controls Reset Margin: This feature will reset your active

report margin settings.

Page Break View: This feature enables you to spot

page break problems as well as fix them such as when

a photo wants to split onto different pages. To correct

this problem it is best to move the page break line in

the upward direction above problem area. Then verify

changes by using “Print Preview”

Print Preview: You can use Print Preview to see

exactly how your selected report will appear when

printed; this will allow you to make last-minute

changes to the page settings before sending the

report to the printer. It’s very helpful to be sure

everything lines up the way you want.

Spell Check: This feature will check for spelling errors

in a report. Spell Check can be useful in preventing

embarrassing mistakes, but be aware that Spell Check

is not always right.

Page 11: HomInspect Program Guide - Home Inspection Software - HomInspect

Find / Replace: This tool provides a fast and easy

operation to search and replace any combination of

words, numbers, or even phrases.

Save as you Go: Using this feature will allow you to

Save your report as you go. This makes for good

practice and it only takes 2 seconds to select.

take you much longer if you have to redo

was lost do to various reasons such as,

freezes, computer crashes, or you forget to save

before closing.

“How to populate dropdowns with new comments

Double click within selected dropdown and highlight

existing comment. As seen with sample

The use of this feature is only available when selected

from HomInspect 2011 master program.

be added and saved for future reports.

You can now type your new comment within same

dropdown. Now tab out of current dropdown by

selecting another cell. Now return to selected

dropdown with a right click command, this will

prompt an option for you to either add new comment

to list or you can select no to cancel.

To keep your newly inserted comments to your list

permanently please read “How to insert your Logo,

company info or new comments to list”

down.

This tool provides a fast and easy

any combination of

Using this feature will allow you to

Save your report as you go. This makes for good

only takes 2 seconds to select. It will

much longer if you have to redo an area that

s such as, computer

you forget to save

How to populate dropdowns with new comments

Double click within selected dropdown and highlight

As seen with sample

The use of this feature is only available when selected

program. It then will

be added and saved for future reports.

type your new comment within same

dropdown by

selecting another cell. Now return to selected

dropdown with a right click command, this will

n option for you to either add new comment

to list or you can select no to cancel.

To keep your newly inserted comments to your list

“How to insert your Logo,

company info or new comments to list” further

How to populate dropdowns with new comments”

Page 12: HomInspect Program Guide - Home Inspection Software - HomInspect

“How to insert a photo into report” This method is quite simple. As you work on a

selected area you will notice pinkish colored

checkbox’s labeled “INSERT PHOTO” on the far left in

numerous locations throughout report.

(checkboxes will not print on report)

By clicking on checkbox it will then unhide a hidden

row just below checkbox. This is where you insert

photos.

Now double click within empty cell and Picture Dialog

will open.

While the Picture Dialog is open, select desired

picture and then select insert. Your photo will then be

inserted and sized automatically within selected cell.

There are 4 open cells to choose from in

hidden row location.

If more photos are needed you may then

add those photos to “Additional Photo”

Page 13: HomInspect Program Guide - Home Inspection Software - HomInspect

Adding comments to Report Summary Page

Report Summary Page

The Report Summary page is used to describe area(s)

of concern that were observed at time of inspection.

With just a simple click of a button you can choose

what comments to add.

To add or remove a comment to the Report Summary

page is quite easy. Just select “Add Comments to

Summary Page” from toolbar above. While desired

reporting page is visible a form pertaining to that

selected area will appear with a breakdown of

reported areas or items.

To add or remove a selected comment check each

box then select Add Selection(s) or Remove

Selection(s)

That’s it

Page 14: HomInspect Program Guide - Home Inspection Software - HomInspect

Hide or Unhide Selected Rows

Hide or Unhide Selection page

The Hide or Unhide Selection is used to remove (hide)

selected area(s) from selected reporting page.

To Hide or Unhide a selection is also quite easy. Just

select “Hide or Unhide Selected Rows” from toolbar

above. While desired reporting page is visible a form

pertaining to that selected area will appear with a

breakdown of all areas. As seen here.

Before

After

To Hide or Unhide a selection, check each box then

select Hide Selection(s) or Unhide Selection(s)

That’s it

To the right is a before and after view of how it will

appear when removing side yard from selected

report.

Page 15: HomInspect Program Guide - Home Inspection Software - HomInspect

“How to insert your Logo, company info, Realtor Info

or new comments to list permanently”

To make permanet changes so that you do not have to repopulate your company info, add logo or even

update your personlized comment to a list. Follow these simple steps.

1. When you first open HomInspect-2011, as if you are starting a new report, instead of selecting “Start

New Report” first select Client Information or Invoice or Work On Report from Main Control Panel.

This will open the master report where you can make changes or adjustments that can be saved

permanently for future reports and will save you time so you do not have to reenter the same

information again.

Client Information: To enter your company info.

Realtor Directory: Enter contact information for future use. Access located on Client information page

or toolbar.

Invoice: To add company logo or make simple changes.

Work On Report: From here you can select either “Email Reports” make changes to comments in

email box or “Selecting Report Locations” To add company logo to cover page and or make changes to

other report pages.

2. After changes and adjustments have been completed return to “Selected Reports” page and select

bottom button labeled “Reset Updated Reports”

3. Now return to Main Control Panel and select the Close / Exit button.

4. After newly saved changes and adjustments have been made, when you begin your new report the

new changes will be there. Be careful when using this option. If you have any question please feel free

to contact us and we will be more than glad to assist you.

Realtor Directory How to use “Realtor Directory”

The “Realtor Directory” button is located on

the “Client Information” page or toolbar.

When selecting this button you will be brought

to this page were you can either add new

entries or click on button next to desired

realtor and your entry will be auto inserted

throughout your report. Using this feature will

make short work of auto inserting realtors

contact info.

To add a new entry just type name, Phone and

Email in desired box. To save new entry for

future use, do so using HomInspect 2011

original program.

Page 16: HomInspect Program Guide - Home Inspection Software - HomInspect

Email Report With the assistance of Outlook 2007 we have added a feature that will give you a quicker and easier method in

which to email your completed report directly from our software. You will first need to set up an account with

Outlook 2007 along with your current email address. We have provided step by step instructions on email

page to set up this free account.

To send your report using this feature its best

to first complete report and save in PDF.

From the “Work On Report” page you will then

select “Email Report”

When selecting this button you will be brought

to this page were you can easily email your

client and or your realtor or ?.

The areas in grey are linked to “Client Info” and

are updated from there.

From this page you can enter your own

comments to the email Subject line and Email

Message and save as your default email

comment.

To send email select “Press Here” button

This will open Outlook 2007 (if available) and a

“File Open” dialog

Page 17: HomInspect Program Guide - Home Inspection Software - HomInspect

Copyright © HomInspect 2009-2011

When the “File Open” dialog appears you will

then need to locate and select report that you

want to email, then select “Open” button on

bottom right corner. This will attach report

ready to send via email.

(in some cases this page may not appear or

become visible you may have to reselect

HomInspect 2011 located at bottom of page)

After Report / File has been attached to email

you will then see this email page that is now

ready to send. Confirm information on this

page is correct and then select the “Send”

button. Your email is now on its way. Send time

delay will depend on size of file.

You will now close off Outlook 2007.

(Also again in some cases this page may not

appear or become visible you may have to

reselect HomInspect 2011 located at bottom of

page)

When each report has been completed with no further use just simply right click on icon located on desktop

and select delete. Only the shortcut icon will be deleted and the main report will be archived in HomInspect

2011 folder “Saved Reports” for any future reference if so needed.

We put as much information together here to give you all the possible tools to put together a top notch report

that is not only easy to follow but easy to use. Once you fully learn how to navigate through this report

software it will take you know time at all to complete a report. Any and all comments and or statements made

that are mentioned throughout this reporting software are only as a courtesy or sample. It is recommended

that you read all contents of this Report Summary. HomInspect cannot be held liable for any statements

made. Also, if you have any further question or need assistance with this software we will be more than glad

to assist you in any way we possibly can.