In the dashboard: open the inspection and use the Quick Actions card. From the Inspections list: the round blue ⋮ button at the end of a row.
Quick Actions are shortcuts to everything you do with an inspection after it’s booked: open its reports, preview what the client sees, check the emails that went out, look at agreements and portal visits, send the reports, change the status, book it again and more. They’re in two places:- The inspection’s own page (the Inspection Order Page), in the Quick Actions card near the top.
- The Inspections list, behind the round blue ⋮ button at the end of each row.
Quick Actions on the inspection’s page
Open the inspection from the Inspections page. The Quick Actions card sits under the inspection’s address and progress line, above Fees and Payments.
Quick Actions from the Inspections list
You don’t have to open the inspection. On the Inspections page, click the round blue ⋮ button in the Actions column at the end of the row.
The Reports tile isn’t shown for a Canceled inspection.
Edit Reports, Generate Reports, View Templates
The button’s name changes with the inspection:- View Templates on a Draft inspection: shows the reports (templates) the inspection will use.
- Edit Reports on every other status. It reads Generate Reports if no template is on the inspection yet.
- Generate Report creates the report from its template. It then opens like any other report.
- Edit opens the report in the web report editor.
- Publish publishes the report to the client’s portal, and Unpublish takes it down. Publishing is blocked while the report has flagged comments (and, if your company requires it, incomplete sections).
- Add Report adds another template to the inspection, for example a second unit or an extra service.
- The × on a card removes that report from the inspection. If the report was already started, its photos and comments are removed with it, and this can’t be undone.
- Publish All publishes every started report that isn’t published yet. See Publish All.
Preview Reports
Opens your client’s reports portal in a new tab, in an inspector preview. It shows everything your client will see once they can open the reports, whether or not they’ve paid or signed. Use it to check the reports before you publish or send them. Don’t send the preview link to clients. Send them their own portal link ({{{customer_reports_portal_link}}}) or use Send Reports.
Client Review
Opens the inspection’s client review page (the Review Link in the list) in a new tab. This is the page your client uses to look over the order, add or remove add-ons, sign agreements and pay.- Copy the address from your browser’s address bar to send it to a client.
- In emails, the same link is the
{{{customer_inspection_link}}}placeholder (Inspection Review Link). - Anything you change on that page is a real change to the inspection, so look but don’t click through on a client’s behalf.
Automations
Opens the inspection’s Automation History: every email and text Hive has sent, scheduled or stopped for this inspection, with opens, bounces and the reason any message was cancelled. From there you can Send Now, Send Again, Preview, Cancel and Compose Email.
Agreements
Opens the Inspection Agreements window: every agreement on the inspection and whether it’s signed.
- Signed: View PDF opens the signed copy in a new tab, and Download saves it.
- Pending: Download unsigned agreement gives you a PDF with the inspection’s details filled in, for example to sign on paper. You can’t mark a Hive agreement as signed by hand.
- Archived: an earlier signed copy, kept when the agreement was changed and sent for signing again. It shows the date it was signed and doesn’t count towards the total.
Portal Activity
Opens Portal Activity History: when your client and their agent opened the reports portal and the reports for this inspection.
- The counts at the top show the total views, how many different people viewed and how many views were today.
- Each visit shows the person, their email and role, Report View (they opened a report, named next to it) or Portal Access (they opened the portal), and how long ago.
- Click Refresh to load new visits.
Send Reports
Opens the Send Reports page. It emails or texts the links to the published reports to one contact, with a message you can edit.
Pick one contact
Choose a contact on the inspection, or click Add Another Contact to search all your contacts. You send to one person at a time.
Choose Email or Text (SMS)
Hive writes a message with a Web Link and a PDF Link for each report. Edit the subject and message as you like.
- It’s sent on top of your automations. Your Report Published automations still go out as usual.
- These messages aren’t listed in the inspection’s Automation History.
- The contact needs an email address for email, or a mobile number for text.
Status
Opens Update Inspection Status to move the inspection to Draft, Review, Waiting, Confirmed or Canceled.
Reorder
Starts a new inspection with the property and the people copied from this one. Use it for a repeat client, a re-inspection booked as its own job, or a second inspection at the same address.
Pick the services, choose a date (or send a quote), then Confirm Inspection or Save as Draft. Nothing is saved until you do. The original inspection doesn’t change.
Publish All
Publishes every report on the inspection that’s been started but isn’t published yet, in one step. It’s on the inspection’s page and in the Select Report window.
- Before the window opens, Hive checks each report. Reports with flagged comments, or with incomplete sections when your company requires every section to be complete, are listed as will NOT be published. Fix them in the report editor first.
- Reports that haven’t been started are skipped.
- Click Publish to confirm. The reports publish in the background, and the PDFs are ready shortly after.
- Publishing starts your Report Published automations, just like publishing one report at a time.
Manual Lock Override for Reports
By default, your client can open the reports once they’ve paid and signed every agreement. Manual Lock Override for Reports changes that rule for this one inspection.
Pick an option and click Apply Override. It takes effect straight away.
Use an override rather than recording a payment you haven’t received, for example when a bank transfer is still settling or a client pays at closing. See When clients can see the report.
Delete
Only in the Inspections list. It deletes the inspection after you confirm. Deleting sends nothing to anyone and can’t be undone. For a real job, cancel it with Status instead. See Delete an inspection, or cancel it instead.Common questions
Where are the three dots on the Inspections page?
Where are the three dots on the Inspections page?
At the very end of each row, in the Actions column: a round blue button with three vertical dots. On a narrow screen, scroll the table to the right, or, on a phone, look on each inspection card next to its progress icons.
Why don't I see Publish All or Manual Lock Override in the list's Quick Actions?
Why don't I see Publish All or Manual Lock Override in the list's Quick Actions?
They’re only on the inspection’s own page. Open the inspection to use them. Delete is the other way round: it’s only in the list.
The client paid and signed but still can't open the report. What do I check?
The client paid and signed but still can't open the report. What do I check?
Look at the badge next to Manual Lock Override for Reports. Locked means a lock override is on. Change it back to Default. If there’s no badge, check that every agreement is signed under Agreements and that the payment shows in Fees and Payments. If you split the bill with Add Invoice, every share must be paid. See Why is my client’s report locked?.
Can I see whether my client opened the report?
Can I see whether my client opened the report?
Yes. Portal Activity shows each time they opened the portal or a report. Automations shows whether they opened the report email.
Does Reorder copy the report or the photos?
Does Reorder copy the report or the photos?
No. Reorder starts a fresh inspection with the property, contacts and inspectors. To inspect the same defects again, use a re-inspection instead.