Preview and send inspection report PDF's

You can do preview and send inspection report PDF's in both the ThoroughWorks app and Portal.

Select sales from the bottom menu.
Select a sale.
Select email insp reports
Configure the settings and then click apply.
You can change the email subject, email body and reply to email on the left, or leave as default.
Select the contacts you wish to send the report to. You can also preview the report before sending.

When you are ready to send the report, click send.

Select sales.
Select all sales.
Select a sale.
Select the reporting tab.
Select sale reports.
Select email inspection report
Select report settings to configure the report settings.
Configure the book and session settings and then click apply settings.
You can change the email subject, email body and reply to email or leave as default.
Scroll down to the send reports section and select all managers or each individual owner you wish to send the report to.
Select view horses to view individual owners horse lists.
Select edit message to edit the subject and body text of each email.
You can preview the report and report pdf by individual owners or as a whole report.
Scroll to the top and click send reports.

See how to view inspection reports.