Edit a termite report
Review the cover, findings, notes, and optional documents before finishing.
Open Jobs, select the job and visit, then open its report. Choose Edit to change the draft or Preview to review its pages.
For an issued report, select Edit report first. The issued copy stays unchanged while you edit.
Review the cover
Select Cover in the outline, or select a field on the page to open its control.
| Field | Check |
|---|---|
| Inspector | The inspector and required report-profile details. |
| Property address and inspection date | The address and date that should print. |
| Report type | Complete, Limited, Supplemental, or Reinspection. Follow-up reports need an eligible previous report. |
| Ordered by and Property owners | The people shown on this report. Editing their details changes this document's copy. |
| Report sent to | The printed audience. Email To and Cc are reviewed separately when sending. |
| General description | Review the starting building details, then edit the description to match the inspection. |
| Pests & conditions | Select the conditions that apply. Required when the report has actionable findings. |
| Inspection tags and escrow | Enter the details that apply to this visit. |
| Corrected report | Show the label when needed. Revisions start with it on. |
Use Visit settings to change the report type or previous report. Complete and Limited reports need no source. Supplemental and Reinspection reports must link to an eligible original; source rules apply.
Review the sections
| Section | Action |
|---|---|
| Diagram | Review the drawing, structures, labels, and finding locations. |
| Inspection terms | Choose and review the terms for this report. |
| Pre-notes | Select notes that should appear before findings. |
| Findings | Add and review findings, recommendations, prices, and photos. |
| Post-notes | Select notes that should appear after findings. |
| Work authorization | Include work for the client to approve. |
| Chemical notice | Include the notice when needed, then review target pests, products, and ingredients. |
Notes are copied from company defaults. Edit, reorder, reset, or remove the report's copies. Reset restores the current saved preset. Company changes do not rewrite your copies.
Turning on Chemical notice also includes Work authorization. Turning the notice off keeps its saved choices. An included notice needs complete pest and product details.
Save and check the result
Report edits save automatically. Keep the editor open if a save fails, then use Retry. New findings have their own Add finding action.
Use Preview and the zoom controls to check all pages. The finish action shows how many issues remain, such as Fix 1 issue. Complete the highlighted fields, then finish and send the report.
Edit details in the app
On a termite visit, open Settings → Inspection details for the report type, general description, pests and conditions, tags, chemical notice, and pre/post notes. Finish fieldwork reviews the description, pests, tags, chemical notice, and notes.
General description and notes save as you work. Separate pest and chemical-notice forms use Save. The app keeps failed saves open for retry. Use Open report in browser for the final report editor.