Introduction to Reporting

Home Watch IT supports three reporting systems — a design to provide you with the most flexibility to use a system that provides for your specific requirements.

Two of the systems are by other software vendors — MonitorQA and SafetyCulture. Both of these packages offer different specs and capabilities and can be a good fit for your business. The third, and default, reporting solution is the built-in HWIT Reporting.

HWIT Reporting is HomeWatch IT’s built-in reporting tool. Instead of opening a separate app to take a property report, your technicians fill out the report right inside the HWIT mobile app (Home Watch IT Fundamentals on the App Store and Google Play) — the same app they already use for their schedule, properties and tasks.

No matter which system you use, when the report is complete, the system automatically: - Creates a shareable report link your client can view online - Sends the report to the client by email - Creates a billing item for the visit (you can add further charges to the report yourself) - Archives the report for your records and AI search

Details on HWIT Reporting

The overall process is straightforward:

1. A report is on the schedule — either created automatically by your schedule settings or added manually from the Reports/Tasks screen in the web app.
2. The technician opens the mobile app, sees the report in their list, and taps Start Report.
3. The technician fills out the report — working through sections and questions, taking photos, and adding notes.
4. The technician marks it complete — the system takes over from here.
5. The client receives an email with a link to view the completed report online.
6. A billing item is created automatically based on the rate for that property. Open the report afterwards to see it in the report’s Billing list, to add further charges to the same visit, and later to see which invoice it went on — see Tracing Billing Between Reports and Invoices.

Key Concepts

Template A template is the form your technician fills out. It defines what sections and questions appear during the report. You build templates once in the web app (Lists → Report Templates) and reuse them across many properties and schedules. See Building and Managing Templates. Section A section is a group of related questions within a template — for example, Kitchen, Master Bedroom, or Exterior. Sections help organize a long report into manageable chunks. Question A question is a single item the technician answers during the report. Each question has a question text and a response type (how the answer is entered). Response Type Response types control how a question is answered:

• Yes / No — a simple two-button choice
• Pass / Fail — same idea, different wording
• Check / Issue — for condition-style questions
• Multiple Choice — pick one option from a custom list you define
• Text — free-form typed response

Every response type has colors coded to each option so it is easy to see at a glance which items passed or had issues. Action An action is a follow-up item the technician flags during the report — for example, Replace smoke detector battery or Repair gate latch. Actions are tracked separately on the Actions screen so nothing gets lost — see Intro to Actions.

Note that you cannot just “change” your reporting system yourself through the interface, as it requires some backend conversion of existing templates, etc. If you wish to change systems please reach out to support@homewatchit.com with your request and it will be scheduled.