Sending out Reports to Clients

To send out a register of all the inspections that were completed as part of a job, please take the following steps.

1. Log in to https://yourcompanyname.coreinspection.com
2. Go to “Jobs” in the menu
3. Enter the Job number and click “search”.
4. If the Job does not appear, check the “complete” tab
5. Click “Open”
6. Click the “Inspection Reports” tab.
7. Click “Open Summary Report” to view a pdf register of the inspections performed.Note: This register will be ordered by ID number.  To change the order click on the column name you wish to order by before clicking “Open Summary Report”.

To send out all the certificates completed as part of a job repeat the steps above but click “Open All” instead of “Open Summary Report”.

If a client would like a copy of their complete register please perform the following steps.

1. Log in to https://yourcompanyname.coreinspection.com
2. Go to “Equipment” in the menu
3. Select the “Client” and the “Client Site”
4. Select “All Pages”
5. Select “Reports” - > “Register Report”