Navigate to your Settings tab on your inspection:
2. Scroll down to Heads-Up Reports and toggle On to enable the feature:
3. Choose from the dropdown list for the specific time you want the Heads-Up report to be sent out to the Client:
4. You will also need to specify exactly which sections/rooms from the report you want to be included in the Heads-Up report - type in each room/section that you want to be included.
💡 The text box is not case sensitive, i.e., any uppercase or lowercase character can be entered.
✏️ Example of one section sent out in the Heads-Up report:
Name of the section/room entered in the Room Name box:
Heads-Up report with the specified section/room:
💡 'Heads-Up Report' Inspection Type & Report Settings
You can customise the report layout of the Heads-Up report. Click on Settings >> Reports >> choose the 'Heads-Up Report' from the dropdown list and you will be able to set your specific report settings for this inspection type.