EZ Home Inspection Software Training Videos
Reporting Software Getting Started:
Part 1: Software and Mobile App Introduction.
Part 2: How to use the Web App (Main Version of the Software).
Skip to the following times to review a specific topic:
1:00 – Start Screen and explanation of templates
1:45 – How to create a new report
2:10 – Top toolbar explanation (Create new report, Manage existing reports, Import report from desktop)
3:40 – Managing templates
4:10 – Restore a default template if you want to start fresh
4:40 – How to create a new template
6:45 – How to create, print, and download a report file that you’ll give to your client
7:25 – How to send the report file directly to your client inside the software
10:30 – Setting up your company information for your cover page
12:15 – Sample report with explanation of each part of the report
14:40 – Difference between Residential and Residential Narrative templates
17:30 – The 3 types of items explained (Description item, Condition item, and Text item)
20:45 – Main User Interface and side by side explanation of UI components with report example
24:40 – How to add an item to the summary page
24:45 – How to change or remove your report disclaimer
25:30 – Main User Interface: How to Add, Delete, Move, Duplicate, Rename Sections, Subsections, and Items
29:25 – How to use Description, Condition, and Text Items
30:30 – How to add pictures to items and edit them
33:15 – Difference between local and common comment library
35:10 – About auto save and how to restore something you deleted accidentally
36:40 – How to use the comment library side panel
38:20 – How to edit the comment library items (Add, remove, and edit comment library items)
42:25 – Settings: How to change condition dropdown options
44:35 – Settings: How to change the header background color and header text color
45:15 – Settings: How to change hard coded text such as Report Information or Property Address
46:30 – Settings: Section positioning, Table of contents, Summary page position and enable
48:25 – Settings: How to set the default subject and body text for your sent reports
48:55 – Settings: About importing templates and comment libraries from the Windows desktop software
49:30 – Settings: How to set default report font style and size
Part 3: How to use the Mobile App (A lightweight version for your phone or tablet). Perfect for doing reports on-site.
Skip to the following times to review a specific topic:
0:20 – How to install the mobile app
1:25 – Get data from cloud (download your templates, comment libraries, and list of reports from web app)
2:00 – Create a new report or open an existing report
2:50 – User Interface, How to add, move, delete, rename, and duplicate items
3:55 – Using Description items and inserting comments
5:50 – How to add a comment to your comment library on the fly
6:50 – Using Condition items
7:40 – How to use voice recognition for speech to text
8:30 – How to take pictures and edit them
11:40 – Adding sections, subsections, and items on the fly
12:30 – Creating reports: How to download PDF or send to client
15:25 – Settings (save full size image to phone, shade items when complete)
17:00 – Using the app offline with no data or wifi connection
