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Attaching Third-Party reports to an inspection

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How to add additional reports to inspections in Hive

1

Introduction to additional reports

0:00Introduction to Additional Reports in Hive Inspect
  • Learn how to add reports that are not generated through Hive but are outsourced.
  • Examples include Radon or WDI reports.
  • Purpose: To provide customers with all reports on one platform.
2

Accessing the inspection

0:22Accessing the Inspection in Hive Inspect
  • Navigate to your inspection in the Hive platform.
  • Scroll to the bottom of the inspection page.
3

Adding an additional report

0:32Adding an Additional Report in Hive Inspect
  • Locate the ‘Additional Reports’ section.
  • Click on ‘Add Report’.
  • Provide a custom name for the report.
  • Drag and drop the report file into the designated area.
4

Viewing the report on customer portal

0:41Viewing the Report on Customer Portal in Hive Inspect
  • The added report will now be visible on the customer portal.
  • Customers can access all reports in one place:
    • Reports generated on Hive will appear at the top.
    • Uploaded additional reports will appear at the bottom.
5

Setting up automations for additional reports

1:07Setting Up Automations for Additional Reports in Hive Inspect
  • Go to the ‘Automations’ section in Hive.
  • Create an automation for when an additional report is added.
  • Set the event type to ‘Additional Report Added’.
  • Choose the communication channel (e.g., email).
6

Configuring automation details

1:16Configuring Automation Details in Hive Inspect
  • Set the trigger for the automation to occur at the same time the report is added.
  • Select the recipient type (e.g., customer).
  • Write a text body with instructions on how to access the additional report.
7

Tracking automations

1:36Tracking Automations in Hive Inspect
  • You can track all automations using the ‘View Automations’ feature in Hive.
8

Conclusion

1:48Conclusion in Hive Inspect
  • The process of adding additional reports and setting up automations is straightforward.
  • Customers will receive notifications automatically when reports are added.
Pro Tip: When coordinating with third-party providers (radon labs, pest inspectors, etc.), request reports in PDF format whenever possible. This ensures consistent formatting and universal accessibility for your clients across all devices.
Business Tip: The additional reports feature transforms you from just an inspector to a comprehensive property documentation coordinator. Market this as a value-add service—clients appreciate the convenience of accessing all property reports through a single, professional portal. This differentiation can justify premium pricing and build client loyalty.

Next step

What clients seeThe portal where clients read the report, sign and pay3:27

Related

Automated emails and textsConfirmations, reminders and report delivery, sent for you4:24Services and pricingDefine what you sell, what it costs and which templates it uses2:28
Last modified on September 7, 2026