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Documentation Index

Fetch the complete documentation index at: https://docs.hiveinspect.com/llms.txt

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⏱️ Estimated time: ~5 minutes

Video Tutorial

Setting Up Your Inspection Workflow

1

Accessing Templates — 0:01

  • Navigate to the templates tab after setting up your account settings
  • Initially, there will be no templates available
Accessing the templates tab
2

Adding Templates — 0:19

  • There are three ways to add templates:
    • Import from existing software
    • Download from the template hub
  • Users typically use the first two methods
Adding templates
3

Importing Templates from the Template Hub — 0:38

  • Browse through various templates created by expert inspectors
  • Examples include:
    • Hive Inspection Residential
    • Concave Residential Inspection Report
    • Sewer Lateral from All-Star Home Inspection
  • Click Import to add a selected template to your account
Importing from the template hub
4

Editing the Template — 1:09

  • After importing, you can:
    • Duplicate the template
    • Share it via email
    • Edit the template details
Editing the template
5

Customizing Template Details — 1:17

  • The Overview section includes:
    • Template name
    • Enable/disable rating flags (IN and INP)
    • Customer viewing name
    • Report introduction text (main inspection)
    • Report summary text (summary report)
Customizing template details
6

Adding Documents to the Template — 1:59

  • Attach PDFs, PNGs, or other files to the template
  • These documents will be visible to customers in their reports
Adding documents to the template
7

Organizing Inspection Order — 2:16

  • Adjust the sequence of sections in the report for customer viewing
  • Drag and drop sections to reorder them
Organizing inspection order
8

Saving Changes — 3:05

  • After making edits, click Save Changes to apply your modifications
Saving changes
9

Text Editing Options — 3:14

  • Customize text with brand colors and images in the introduction and report sections
Text editing options
10

Adding Comments to the Template — 3:27

  • Three types of comments can be added:
    • Information
    • Limitations
    • Defects or deficiencies
  • Use New Field to add comments and descriptions
Adding comments to the template
11

Saving Comments to the Template — 4:03

  • Use the Save to Template button to save new comments or changes to existing comments
Saving comments to the template
12

Importing from Other Software — 4:16

  • If transitioning from Spectora or another company, select the option to import
  • Ensure to export files in HTML format for proper text formatting
Importing from other software