Lock, Sign & Send Reports to Tenants on The Mobile App
1
Once you have added photos and descriptions to your inspection areas and items, tap Preview report and upload data.
2
Use the preview page to check all the information added is correct. Top tip: use the preview page to edit the report. Simply tap on the area you wish to edit and you will be returned to the edit report page.
3
After previewing the report, go to Looks good - next.
4
You will see 3 different options. Here you can upload the report to the website to save it in the server. You can continue working on the report from the desktop version and sign/lock the report there.
5
To complete the report on the app, choose either: Lock report and generate final PDF or Send to tenants for signatures by swiping right, depending on whether you wish to receive signatures from tenants.
Only Inventory / Schedule of Condition reports can be sent to tenants for signatures. Inspection and Check Out reports can be uploaded to the website, or signed to generate the final PDF. NEW: Check In reports can be signed in-person by the tenants at the property.
Generate The Final PDF
1
If you would like to lock the report and generate the final PDF without tenant signatures, click Lock report and generate final PDF.
2
Sign by typing your name into the Your signature field.
3
You can change the amount of blank signature spaces that are required.
4
Complete this section by clicking Continue. This will begin the process of locking and uploading the report.
Send Reports to Tenants on HelloReport App
1
Follow the above steps to take you to the upload page.
2
Swipe Send to tenants for signatures on.
3
Sign the report by typing your name in Your signature field.
4
Add the lead tenant information by clicking Tap to add details under Tenants
5
Type in the first name, last name and email address of the tenant and click Update tenant.
6
Add other tenants, by clicking Add another tenant.
7
Finish by clicking Continue. The signature requests are sent to tenants automatically
Clicking either: Lock report and generate final PDF or Send to tenants for signatures will both lock and sign the report.
Updated on: 09/01/2024