Doxvora

Help

Before your first job

Set up your account, then sign in on the device.

Accounts are created at doxvora.com. Confirm your email, pick a plan, then download Doxvora from the App Store and sign in with the same email and password.

Confirm your identity on the report.

Open the menu and confirm your name, license numbers and signature came across from setup. These print on every report you produce.

Turn on the services you offer.

Under Services, switch on the inspections you do: Home, which produces the TREC REI 7-6, and Termite, which produces the TDA SPCS/T-5. Switch on each one you hold a license for, and a single trip can then carry all of them.

A job, start to sent

New Job: the address, the date and the time

Tap New Job and enter the property address with the date and time you are due there. That schedules the work, so a job can be created as far ahead as your calendar goes.

Start: when you are on the property

Starting is what you do when you arrive and the work begins. Once the inspection is started the address is locked and cannot be changed, so a job can never end up pointed at the wrong property.

Capture: say what you see

Name the places you are working in and move between them in whatever order the property calls for. There is no route to follow and nothing is out of sequence, because there is no sequence. Come back to a room three times and your observations stack up in the same place.

Speak your observations the way you would say them to a partner standing next to you, and take photos as you go. A photo attaches to whatever you were saying when the shutter fired. Your speech becomes text on the device as you speak, so an attic with no bars behaves exactly like a driveway with full bars.

Review: look at what you captured

Go through what you have: what each observation says, where it landed, and which photos are attached to it. Reword anything that does not read the way you want it to read, and move an observation if it belongs somewhere else.

Tap a photo to mark it up with an arrow, a box, a circle or a label, so what your client sees is what you pointed at.

Nothing makes you do this. It is worth doing anyway, and it is worth doing before you generate rather than after.

Wrap up: before you leave the property

When you think you are done, hit Wrap up. It walks you through what you have missed, one question at a time, so everything a compliant report requires is answered while you are still on the property rather than discovered from the truck.

Generate: build the report and read it

Generating builds the report from what you recorded and puts each observation in its section. If the trip carries more than one service, all of its reports build together.

Generating needs a connection. When there is no signal you cannot press the button. It is enabled again as soon as you have signal.

Read the draft. It is AI-assisted, so review it the way you would review your own work, because you are the professional of record. Change anything and regenerate.

Deliver: a link and a password

Delivering sends your client a link to a page with the reports on it, and a password in a second, separate message. No file travels in a delivery.

Add anyone else who should have it and each one gets their own line, showing delivered or failed. A failed line tells you why in plain words so you can fix the address and send again.

If you replace a report later, the same link shows the new one and everyone who has it is told. Your client never has to wonder whether they are looking at the latest.

How billing works

Your first five reports are free.

Five free reports on every plan, a one-time offer per customer. These are full, complete inspection reports. Nothing is disabled, and they are not trials.

There are two shapes of plan.

Pay for each report as you send it, or pay monthly or annually and send as many as you like. Which one suits you is a question of how many inspections you run in a month. See the plans.

Change or cancel any time.

Cancelling stops future renewals at the end of the period you have already paid for, and there are no prorated refunds.

If you are on a pay-per-report plan

A report charges when it leaves the device, whether you send it or save it.

Sending it to your client charges. So does saving a copy off the device, to Files, to Dropbox, anywhere, because at that point the finished document is out of Doxvora's hands and into yours. Whichever happens first is the one that charges, and it charges once. Reading it on screen is free.

The trip is what gets charged, not the report.

Home only is one charge. Termite only is one charge. More than one service on the same trip is still one charge. A second trip to the same property is a second charge.

Sending it again never charges again.

Re-sending, revoking and re-delivering the same work are free. So is a trip that produces only a repair verification, because it produces no report.

If a payment fails

You will hear about it, and nothing is deleted.

A failed payment is not something you find out by accident: Doxvora tells you it failed. Access winds down in stages rather than stopping at once, and nothing you have made is ever deleted because of it. Put the account back in good standing and all of it is still there, exactly as you left it.

Where your work lives

Active: the job holds all of its detail.

The observations, the words behind them, the photographs and your markup all sit on the device you captured them on, and all of it is backed up to your account. That backup is what puts the same job on your other device.

Completed: the detail comes off the device, the reports stay.

When a job is done, complete it. Completing pulls the inspection detail off the device to free the space it was using and leaves the finished reports behind. Nothing is deleted; the detail is in your account.

Archived: the whole job comes off the device.

Archive moves the entire job, reports included, off your devices and into your account. That reclaims the rest of the space and keeps your working list to the jobs you are working. Find archived jobs under Archived in the menu, look at any report, and restore a job to your devices whenever you need it.

Both happen on their own, on a window you choose.

A device holds only so much, so Doxvora does both for you rather than waiting to be asked. In Settings, Keep inspection detail for is how long a job waits before it completes itself: 30, 45 or 60 days. Keep finished jobs for is how long a completed job waits before it archives: 90, 120 or 180 days. They act on different data and are set separately.

Job data hands you everything at once.

Request Job data on a job and Doxvora emails a secure link to your account email. What comes back holds the report PDFs, a room-ordered list of your observations with their capture times, the structure diagram, and the photographs foldered by room with their metadata intact.

Nothing ages out of your account.

Completing and archiving move work off the device. They do not remove it from your account, and Doxvora imposes no retention period there: nothing is aged out, swept or deleted on a schedule. How long you keep your work is your professional judgment, not ours. Deleting your account removes your data.

Devices, settings and permissions

One phone and one tablet, both active at once.

Doxvora is licensed to a single operator. One phone and one tablet can be active together, and the same job is on both. Another inspector needs their own account.

Moving to a new phone takes one sign-in.

Sign in on the new phone and confirm the move. Your work syncs down and the old phone signs out. A device that signs itself out has been replaced by a newer one of its kind.

Settings worth knowing about.

How long a delivered link keeps working. Whether Word and data file exports are offered at all. Whether Doxvora warns you before a report is charged. And room-boundary checks, which show you the usual checks before you come down out of the attic, the crawlspace or off the roof.

What Doxvora asks permission for.

Camera for your photographs, microphone and speech recognition for your observations, and location only to stamp each photo with where it was taken. Doxvora never tracks your movement.

When something goes wrong

You forgot your password.

Use Forgot password on the sign-in screen. A reset link goes to your email.

Anything else.

Email support@doxvora.com with your account email and a short description of what happened. Screenshots help, and a real person will get back to you, usually within one business day.