the home metrics app in action

Watch this video first! See how quick and easy the Home Metrics app works. Follow a Home Metrics inspector as he shows you how easy it is to create a new inpection, take HD pictures related to various categories, use library items, plan your walk through and generate comprehensive high definition PDF reports for your customer. 

TRAINING CHALLENGE #1

Here is Challenge #1 of your training on the Home Metrics iPad App. 

Challenge #1 Step by step instructions

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INSTRUCTIONS -- WATCH THE VIDEO FIRST

1. Open the FileMaker Go Icon

2. Select the Home Metrics App

3. Select the John Q Sample Inspection from the list

4. Select Add Finding

5. Select Structure Category

6. Select Doors, Ext/Int sub Category

7. Scroll down and touch the last record where it says Tap to Place Picture

8. Select Camera

9. Take a Picture of Any Closet Door

10. Select Use Photo

11. Select the Show Library icon

12. Select “Closet doors need to be adjusted” by touching the copy icon

13. Touch the Paste icon directly to the far right of the closet door picture you just took and see that the text pasted in and $45 has been entered into the Amount field above the image.

14. Select the Plumbing Category

15. Select the Drains, Wastes, Vents from the Sub Category

16. Tap to Place Picture

17. Select Camera

18. Take a picture of a tub

19. Use Photo

20. Select the Show Library icon

21. Scroll down the “repair clogged drain” entry and touch the copy icon

22. Touch the Paste icon directly to the far right of the tub picture you just took and see that the text pasted in and $201 has been entered into the Amount field above the image.

23. Select the Electrical Category

24. Select the Branch Circuits, Con. Devices, Fixtures Sub Category

25. Tap to Place Picture

26. Take Picture of an electrical outlet close to the kitchen sink

27. Select the Show Library icon

28. Select the “GFCI outlets needed in kitchen area.” Entry by touching the copy icon to the far right

29. Touch the Paste icon directly to the far right of the electrical outlet picture you just took and see that the text pasted in and $197 has been entered into the Amount field above the image.

30. Select Home at top left of screen

31. Select the Signatures & Reports Menu Bar

32. Touch the Inspector Approval Signature field=

33. Sign your Inspector Signature and touch Accept top right

34. Select from the pull-down button top right and select the Remediation Estimate report

35. Type in your Inspector Name next to “Dear John Q: Your Name” so we know who you are in class.

36. Then touch Send

37. The mail item will send as long as you have connected to WiFi

TRAINING CHALLENGE #2

Here is Challenge #2 of your training on the Home Metrics iPad App. 

Challenge #2 Step by step instructions

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INSTRUCTIONS -- WATCH THE VIDEO FIRST

  

1. Open the FileMaker Go Icon

2. Select the Home Metrics App

3. Select the John Q Sample Inspection from the list

4. Select Add Finding

5. Select Plumbing Category

6. Select Drains, Wastes, Vents sub Category

7. Scroll down and touch the last record where it says Tap to Place Picture

8. Select Photos

9. Select All Photos

10. Select the infrared Drain Pipe photo

11. Select Touch to Add Text beside the new infrared photo and type in the comment “Infrared inspection shows no blockage in drain pipe.”

12. Select Heat/Air Category

13. Select Heating Equipment sub Category

14. Look at the first picture of the dirty furnace. Notice that the Insurance Item check box has been marked. However, this is not an insurance related finding so deselect the check box and notice the Insurance Item text disappears.

15. Touch the Goto Comments icon which has a pencil and paper look.

16. You are now in the general comments portion of Heat/Air category and Heating Equipment sub category

17. Touch the Edit List icon beside the Source pull down list

18. Touch the Touch to add value field and enter the word “Electric” as an additional source

19. Touch the Source pull down list and select your new source “Electric”

20. Touch the Trash icon to delete the text in the comment field

21. Select the Show Library icon

22. Scroll down and select “Furnace filter in condition. Recommend changing filter every 30 days. Filter size is ” by touching the copy icon

23. Touch the Paste icon directly to the far right and above the comments field.

24. In the comments section add the text 24”x30” at the end of the text so the last sentence reads: “Filter size is 24”x30””

25. Select Home at top left of screen

26. Select the View All icon at bottom right

27. Scroll through all pictures associated with this inspection

28. Select Home at top left of screen

29. Select the Signatures & Reports Menu Bar

30. Select from the Reports pull-down button top right and select the Pictures & Commentary report

31. Type in your Inspector Name next to “Dear John Q: Your Name” so we know who you are in class.

32. Then touch Send

33. The mail item will send as long as you have connected to WiFi

TRAINING CHALLENGE #3

Here is Challenge #3 of your training on the Home Metrics iPad App. 

Challenge #3 Step by step instructions

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INSTRUCTIONS -- WATCH THE VIDEO FIRST


1. Open the FileMaker Go Icon

2. Select the Home Metrics App

3. Select the John Q Sample Inspection from the list

4. Select Main Details & Attendees menu bar

5. Select the Walk Through Attendees by checking Client and Buyer’s Agent

6. Touch the Buyer’s Agent Name field and notice a list of agents appear showing John Q Agent. Select John Q Agent and his information automatically populate the remaining fields

7. Touch Done

8. Select the Payment Info Menu Bar

9. Select from the Payment Type pull-down button and select Check

10. Touch the Payment Received Checkbox so it is selected

11. Touch the Fee button which now reads 350 and change it to 300 as your inspection fee.

12. Select the Supplemental Tests Menu Bar

13. Select from the Infrared pull-down button and select Elevated Levels detected

14. Touch the Radon Reading field and enter “9.2”

15. Touch the Device Location field and select Basement

16. Select the Appraisal Improvement Data Menu Bar

17. Notice there are many items shown as being present on the property but actually there is no solar. Touch the Solar item to deselect the checkbox.

18. Select the Signatures & Reports Menu Bar

19. Select from the Reports pull-down button and select the Radon report

20. Type in your Inspector Name next to “Dear John Q: Your Name” so we know who you are.

21. Then touch Send

22. The mail item will send as long as you have connected to WiFi. 

TRAINING CHALLENGE #4

Here is Challenge #4 of your training on the Home Metrics iPad App.

Challenge #4 Step by step instructions

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INSTRUCTIONS -- WATCH THE VIDEO FIRST

  

1. To start we’re going to put your company logo in the Home Metrics app so it appears on the reports you generate as PDFs and send to your clients

2. The easiest way to do this is to have your logo file emailed to your iPad mail account

3. Open the mail app

4. Open the email containing the logo picture

5. Click on the Picture and Save Image

6. Click on the Home button of the iPad

7. Open the FileMaker Go Icon

8. Select the Home Metrics App

9. Be sure you are on the list view showing your list of inspections

10. Touch Preferences

11. Touch the Your Company Logo field

12. Touch Photos, then All Photos

13. Select the Logo File

14. This preference window is where you keep your default inspector information

15. Touch the Company Website URL and enter www.homemetrics.com

16. Notice the standards of practice is set to InterNACHI, you can select other SOPs as needed but let’s leave this on InterNACHI for now.

17. Touch done

18. Touch the SOP button at the bottom

19. This loads the SOP from InterNACHI because we chose it as our default. The information found here is directly from the InterNACHI website you know you’re always getting the latest information straight from the source. It might take a moment to load the page depending on your internet connection speed. 

20. You can scroll through the SOP or touch a specific link and jump to that section. Touch Electrical and see how it takes you right to the electrical section.

21. Touch Home

22. Touch the sort button on bottom right and select Repair Estimate, notice that the list now sorts by the repair estimate or remediation amount

23. Touch Client Last Name, see how it sorts by the client last name

24. Touch City, see how it sorts by property City

25. Touch Inspection date, and you’ll always get your latest inspection at the top

26. Touch Zoom Lock, Pinch to Zoom is now activated which means you can zoom in on the screen. Most prefer to not have Pinch to Zoom so touch Zoom lock again and deactivate the feature.

27. Select the John Q sample report

28. Select the Signatures & Reports Menu Bar

29. Select from the Reports pull-down button and select the Acceptance Receipt report

30. Type in your Inspector Name next to “Dear John Q: Your Name” so we know who you are.

31. Then touch Send

32. The mail item will send as long as you have connected to WiFi.

TRAINING CHALLENGE #5

Here is Challenge #5 of your training on the Home Metrics iPad App.

Challenge #5 Step by step instructions

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INSTRUCTIONS -- WATCH THE VIDEO FIRST

  

1. Open the FileMaker Go Icon

2. Select the Home Metrics App

3. Select the John Q Sample Inspection from the list

4. Select Add Finding

5. Select Plumbing Category

6. Select Water Supply Sys Fix. sub Category

7. Scroll down through the many pictures as you review the various findings you have already created. Your standing in the kitchen and see the Microwave and say, hey, I need a picture of that

8. Scroll all the way down and touch the last record where it says Tap to Place Picture

9. Select Camera

10. Take a Picture of a microwave

11. Select Use Photo

12. Now because we may have missed other items, let’s click view all and look at all the findings so far. You can see there are extensive photos already. That’s a good thing because we are visual inspectors. You can never go wrong by taking too many pictures.

13. Scroll down to the Plumbing section of pictures and find the microwave picture you just took. You realize that the picture is under the wrong category and sub category. It does not belong in plumbing. A microwave belongs in the Appliance category Microwave sub category.

14. Simply click the blue text beside the dishwasher picture which reads Plumbing, Water Supply Sys Fix and that opens up that sections findings. Scroll down to your microwave picture at the bottom.

15. Touch the microwave picture twice to display the Cut, Copy, Paste, Delete menu. Touch Copy to copy the microwave picture.

16. Select the Appliances Category

17. Select Microwave from the Sub Category

18. Touch Tap to Place Picture two times and then touch Paste

19. Now we know the Microwave picture is in the right Category and Sub Category

20. Select the Plumbing Category

21. Select Water Supply Sys Fix. sub Category

22. Scroll down to the dishwasher picture and now we need to delete this entry because we know it is safely in the Appliances Microwave section

23. Touch the Trash Can icon just above the text area beside the dishwasher picture.

24. Then touch yes to confirm you really want to permanently delete this record.

25. Touch View All

26. Scroll down and make sure the microwave finding is in the proper category and sub category.

27. Select Home at top left of screen

28. Select the Signatures & Reports Menu Bar

29. Select from the pull-down button top right and select the Pictures & Commentary report

30. Type in your Inspector Name next to “Dear John Q: Your Name” so we know who you are in class.

31. Then touch Send

32. The mail item will send as long as you have connected to WiFi. 

TRAINING CHALLENGE #6

Here is Challenge #6 of your training on the Home Metrics iPad App.

Challenge #6 Step by step instructions

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INSTRUCTIONS -- WATCH THE VIDEO FIRST

  

1. Open the FileMaker Go Icon

2. Select the Home Metrics App

3. Select the Template to Clone Inspection from the list

4. Select Add Finding – Notice there are no pictures in this section

5. Select View All – Notice there are no pictures whatsoever

6. Select Add Finding

7. Touch the Goto Commentary Icon – Notice there is general information in the comments field as well as the status being I or inspected and the foundation type being concrete. This template is used to speed up the inspection reporting for you as an inspector when there are common comments that get entered into most of your inspections. We will take about how to make new templates in a subsequent video. Just be aware that whenever you clone any inspection report whether that be one marked as a template or another inspection, that inspection is cloned, and all pictures and commentary and remediation items are removed as well as any client information that belonged to that previous inspection. Any time you clone an inspection, only the general commentary information stays intact. Now, let’s clone this template and begin a brand-new inspection based on this template.

8. Touch Home

9. Select Clone Inspection

10. The app will attempt to automatically detect your location and enter the full address for you. If it does, great, be sure to make sure the address is correct, if it is not, correct the text in each field. A zip code is always required before you can send any reports.

11. Enter the client information. A phone number and email address are always required before you can send any reports.

12. Select Main Details & Attendees menu bar

13. Enter the inspection date

14. Enter the start time

15. Enter the walk-through time

16. Enter the temperature

17. Select the Weather button, choose Partly Cloudy

18. Touch the blacked out Main details & attendees menu bar to make the popup window go away

19. Touch the Tap to Place Main Elevation Picture field

20. Touch Camera

21. Take a picture of the main elevation of the house

22. Use Picture

23. Now swipe the picture across to the left and touch the Tap to Place Picture field

24. Touch Camera

25. Take another picture of any side of the house

26. Use Picture

27. Touch Add Finding

28. Be sure you are in the Structure category and Foundations sub category

29. Touch tap to place picture

30. Take a picture of a crack in the driveway or sidewalk 

31. Use picture

32. Select the Show Library icon

33. Scroll down and select “Concrete pad has settled and cracked. Recommend lifting small pad to eliminate the trip hazard ” by touching the copy icon

34. Touch the Paste icon directly to the far right of the driveway or sidewalk picture you just took and see that the text pasted in and $300 has been entered into the Amount field above the image.

35. Now based on what you’ve learned in previous challenges, take at least 5 more pictures of any finding that you feel need remediation on the home. Make sure you select the proper category and sub category before taking a picture and entering either library items or your own free text. Have fun with it and good luck!

36. When you are finished

37. Select Home

38. Select the Signatures & Reports Menu Bar

39. Select from the pull-down button top right and select the Master All Data to HQ report

40. Click send on the email

41. Now select from the reports pull-down list the “Remediation Estimate” report

42. Type in your Inspector Name next to “Dear Client Name:” so we know who you are.

43. Then touch Send

44. The mail item will send as long as you have connected to WiFi. 

TRAINING CHALLENGE #7

Here is Challenge #7 of your training on the Home Metrics iPad App

Challenge #7 Step by step instructions

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INSTRUCTIONS -- WATCH THE VIDEO FIRST

  

1. Open the FileMaker Go Icon

2. Select the Home Metrics App

3. Notice you are looking at a list of all inspections, now let’s look at All Contacts

4. Select All Contacts – currently there is only one contact in the app

5. Touch John Q Agent – here is where you enter relevant contact information such as their phone number, email address, their website URL and more. Under the company name John Q Agency notice there are two entries that read Agent and Agent. The first entry is the actual Job Title. The second field is the Group to which you want this contact to belong. Touch the Group field to see what categories are available. A majority of the contacts you will enter will be Agents. Rarely does an inspector enter buyer or seller information as a contact record because that is part of the inspection report. If you touch the globe icon beside the website url you will be taken to that Agent’s website. If you touch the mail icon beside the email address an email will be generated within the mail app so you can email that agent. Let’s click cancel, Delete Draft.

6. Let’s add a new agent record. Touch New Contact.

7. Touch Ms.

8. Enter the First Name Jennifer

9. Last Name is Johnson

10. Company is Johnson Brokerage

11. Job Title is Agent

12. Group is Agent

13. Workphone is 555-555-1111

14. Email is jennifer@johnsonbrokerage.com

15. City is Boulder

16. State is CO

17. Touch All Contacts, see that Jennifer is now in your list of contacts and sorted by last name

18. Touch All Inspections

19. Touch the new inspection that you created in the last exercise, not the John Q Sample report or the Template to clone

20. Touch the Main Details & Attendees menu bar

21. See that the Buyer’s agent fields and the Seller Agent fields are empty.

22. Touch the Buyer Agent field and you will now see Jennifer Jones as a selection option. This is because you chose the Agent Group on her contact record. Only Agent group members will display when you touch the Buyer Agent Name field or the Seller Agent name field. Select Jennifer Jones and notice that it populates the remaining fields. 

23. Touch All Inspections.

24. Select the John Q Sample Inspection

25. There is also another quick way to create an agent contact record within the inspection report.

26. Touch Main Details & Attendees

27. Notice the Seller Agent fields are empty and the Seller’s Agent label is in blue color

28. Touch the Seller Agent Name and see the list of Agents, however the seller agent you want to enter is not in the list. Don’t worry, simply type in the Agent Name in that field, enter the email address, enter the phone number. A contact record for that seller agent is automatically created in the contact section of the app. Notice the blue label Is now green. Touch the Green label and you are automatically taken to the contact record.

29. Touch All Contacts

30. Touch All Inspections

31. Touch John Q Sample inspection

32. Select the Signatures & Reports Menu Bar

33. Select from the pull-down button top right and select the Contacts to HQ report

34. Then touch Send

35. The mail item will send as long as you have connected to WiFi. 

TRAINING CHALLENGE #8

Here is Challenge #8 of your training on the Home Metrics iPad App

Challenge #8 Step by step instructions

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INSTRUCTIONS -- WATCH THE VIDEO FIRST

  

1. Open the FileMaker Go Icon

2. Select the Home Metrics App

3. Select the John Q Sample Inspection from the list

4. Select Add Finding

5. Select Structure Category

6. Select Ceilings/Floor sub category

7. Select Show Favorites Library icon

8. Scroll down and see the various favorites you have so far. There are over 500 pre-built favorites in library. Look through them, feel free to add verbiage, modify as you see fit. To jump from one category to the next, simply touch a category, touch a sub category. Let’s stay in the Ceiling/Floor sub category.

9. To add a new entry, scroll to the bottom and touch add text area next to the Image field. Let’s enter Install Carpet as a favorite. Now touch the Home Advisor Category drop down list and select Carpet – Install. Doing this ensures that if the buyer clicks on your finding to Install Carpet, they will be able to have Home Advisor background checked carpet installers in their local area reach out to them for bids or questions.

10. If you know the what approximate cost of installation might be in your area, go ahead and enter an amount. This can always be changed or adjusted, but let’s enter $500 as a default.

11. Select Sub category Porch, Balcony, Deck, Carports

12. Notice there are many favorites in this section and that there is an image field beside each entry. Every time you actually use a favorites library item it tracks its use and sorts the library items by that usage count. So, you will always get your most used favorites library items at the top of the list.

13. Often times an inspector wants to educate the buyer on a finding and would like to include an image as part of the education. Let’s add an image to one these library items. How about the missing deck joists hangers noted. But first, let’s find a good diagram that will educate the buyer.

14. Touch the Home button of the iPad, not within the app, the actual home button of the iPad

15. Touch the Safari browser icon

16. Goto google.com and enter Deck Diagram

17. Scroll down and find an image that best represents what you are looking for. This one looks good. Touch and hold until you get the Copy menu, touch Copy

18. Touch the iPad Home Button

19. Touch the FileMaker Go icon

20. You should still be in the Favorites Library for Porch, Balcony, Deck

21. Tap the image field beside missing joists hangers noted, then touch Paste menu item, the image is now part of your library. Touch the copy icon. 

22. Now touch the paste icon and see that your new image appears, along with the text as a new finding.

23. If you want this entry to appear at the top of the list touch the sort buttons and rearrange the sort order.

24. Select Home

25. Select the Signatures & Reports Menu Bar

26. Select from the pull-down button top right and select the Remediation report

27. Then touch Send

28. The mail item will send as long as you have connected to WiFi. 

TRAINING CHALLENGE #9

Here is Challenge #9 of your training on the Home Metrics iPad Ap

Challenge #9 Step by step instructions

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INSTRUCTIONS -- WATCH THE VIDEO FIRST

  

1. Open the FileMaker Go Icon

2. Select the Home Metrics App

3. Select the John Q Sample Inspection from the list

4. Notice that is says Residential above the Elevation picture

5. You may have just done a residential inspection for this buyer but now they also want you to do a WDO inspection for them. It’s very easy to do.

6. Touch Inspection type pull down list and you will see that there are these other types of inspections you can perform. There are video challenges on each one of these but let’s choose WDO

7. Select Add Finding

8. Notice that the layout for a WDO inspection is a little different than what you’ve seen previously. This layout contains the information you need to gather and report on. Go through and mark the areas that apply in your inspection.

9. If you need to take any pictures, click the Goto Pictures icon

10. Tap to Place Picture if needed and enter any description that might be necessary.

11. Select Home

12. Select the Signatures & Reports Menu Bar

13. Now the WDO report has fields for the buyer signature and the seller signature. If you are in a position to gather both before you generate the report, great. Otherwise, gather what you can and send the report. Some lenders require buyer and seller signature, but they can always sign the PDF file that you send.

14. Select from the pull-down button top right and select the WDO report

15. Then touch Send

16. The mail item will send as long as you have connected to WiFi. 

17. Now let’s actually take a look at the WDO report that was just sent

18. Touch the round down arrow icon at the top left of the ipad and then touch Launch center

19. Touch the device icon at the bottom of the screen

20. Scroll down and select the John Q Sample WDO pdf file

21. This is the standard national Form NPMA-33 report

TRAINING CHALLENGE #10

Here is Challenge #10 of your training on the Home Metrics iPad Ap