This helps if you are going to a similar property or have similar rooms in the house when completing an inventory, or you are adding similar comments to every room in an inspection report. It sits alongside and compliments the 'grouping' feature which is used when completing an inventory.

Copy reports - if you've completed a report in the app and want to copy the report contents to the same or different property, you can do that by pressing the copy button next to the report in the dashboard:

You can copy the report to an existing appointment, or set up a new appointment.

Please note: to copy the report contents, the new appointment must use the same report template.

If you already have another appointment scheduled in the app using the same report template, then you can select that appointment to copy your report information. If there is no appointment scheduled, you can schedule one from within the app:

PLEASE NOTE: All report information (excluding photos and signatures) will be copied.

Copy rooms - if you have a room in your inventory report and you want to copy the contents to a similar room in the same report, simply tap the copy icon in the room:

Navigate to the next room and tap the paste icon, then confirm you want to copy the contents.

Please note: a warning message will be shown to confirm you definitely want to copy, as copying will overwrite any information already added in this room.

There is an instant option to 'undo', if copied in error:

Copy text boxes - if you have a text box within your report and you want to copy the contents to another part of your report, tap the copy button, navigate to the other text box and tap paste.

Please note: this is an instant copy, and nothing is saved to the clipboard on your device.

To learn how to use copying in the dashboard, click here or download our full PDF Guide here.

Alternatively, check out our Time Saving Copying Features on-demand training session in our Useful Webinars.