Review, edit, and send a report

You stay in control of every word before it reaches a client.

Last updated August 26, 2026

The Reports page listing drafts and sent reports with their status. — The Reports page lists every draft and sent report. Open a draft to review and send it.

Open the generated draft from the finished visit or the Reports page.
Edit any section with its Edit button: fix wording, add detail, or trim anything.
Tap Send to Homeowner. Their portal updates instantly and they're notified.

Tip · Nothing is sent automatically. The AI accelerates the write-up; you decide when it goes out.

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