Settings, Reports is the web location for the team’s reporting configuration. Supported branding includes the team logo, extra logos such as a partner’s or a program’s, and an uploaded stationery PDF of up to 5 MB that reports are laid on. The same page sets the font, heading color, logo position, margins and footer.
Templates belong to the team, not to each client. A place’s status or category picks which template its reports use, so a team that writes two kinds of report keeps a template for each. Each team has room for five templates, and each template holds up to 20 sections.
Template languages include English, Spanish, German and Afrikaans. These choices are separate from the English or Spanish interface used by each person.
The template sets the structure and the branding. The author still checks the draft against the recording and photos, edits it, adds the recommendation and signs it.
Where templates are configured
Use Settings, Reports in the web app to configure team report templates and report branding. Each template sets the report title, its sections and its language. Reports use the default template unless someone picks another or the place routes elsewhere. The place’s status or category picks the layout, not the client’s name.
App language is a separate personal setting under Settings, Language. Choosing Spanish menus does not set every report template to Spanish, so a crew can work in Spanish while the report goes out in English. The same Reports page lists office recipients, and you choose when the office gets a copy, for example whenever a report is signed.
What to check against an existing form
Bring the report your clients already receive to a setup call, and we set up the template with you: the title, the sections, the language and the branding. Then record a visit and compare the new report with the old one side by side.
Author signing and recipient acknowledgment are different steps. The author signs with a drawn or typed signature, and recipients confirm receipt from a link in the email. A client’s legal signature on a contract belongs in the tool you already use for contracts. Test the template and the status or category routing on the kind of visit your advisors record most.
Keep a short acceptance list for the layout: required sections, language, branding and the evidence the reader needs to understand the finding.
Last checked: November 6, 2026