How to switch from Tap Inspect to Househound

Do this first, while your subscription is active. Every path below is from Tap Inspect's help center.

• Contacts: sign in to the web account, open Contacts, tap the action button [...], choose Export Contacts, pick Everyone (or Only Specific Roles), tap Export, then Download to save contacts.csv.
• Job history: on the Jobs Dashboard, open the action menu [...] and choose Export Job History. Pick "Job and client details", the date range and the statuses you want. The CSV has the address, date, services and client details. It does not include photos or report contents.
• Report PDFs: open a job, go to its Review tab, tap the report, scroll to the bottom of the section list, tap Download Report, then Download Full Report.
• Photos in bulk: the Google Drive integration (app.tapinspect.com/integrations, Add Google Drive, then Backup All Team Data Now) copies reports and full-size photos into a "Tap Inspect Data" folder. In Tap Inspect's Modern experience the full and summary PDFs are generated on demand and are not sent to Drive, so download the PDFs you need one by one.
• Saved Comments: Tap Inspect's help center says support can provide a JSON export. Ask for it: it holds wording that never appeared in a report, and Househound's template importer accepts the .json file.

Choose 1 to 3 finished reports with the most findings in them: an older house with a long report is better than a clean new build. The importer builds the template from what's on the page, so a comment that never appeared in a report won't come across from a PDF (the Saved Comments JSON covers those). Use Download Full Report, not the summary.

If you use separate Tap Inspect templates for different jobs (Home, Multi-Family, Commercial), download one report from each. Each file becomes its own Househound template.

Sign up on the web at househoundusa.com/signup. Your first 3 reports are free and no card is needed. Accounts are created on the web; the iPhone, iPad and Android apps are for signing in once the account exists.

Open Templates and choose Import, or use the Templates step in the setup wizard, where import is listed first. Drop up to 10 files at once, each up to 20 MB. A photo-heavy report PDF can pass 20 MB; if one does, pick a report with fewer photos.

Each file is read by Autodraft into a template of areas, items and comments. If support sent your Saved Comments as JSON, drop that file too: it's read as a document into a draft, the same way as a PDF, rather than parsed field by field. The import keeps running if you close the page, and a tray shows its progress. Import is on the web dashboard only, not in the phone apps.

A template read from a PDF is a draft. Open it and check:

• area and item names, and their order
• each comment's type (informational, limitation or deficiency) and, for deficiencies, its severity (major, moderate or minor)
• anything specific to the house the report came from, such as an address or "the north bedroom", that should read as general wording

Tap Inspect's comment types (Information, Safety Concern, Repair Needed and any you added) don't map one to one, so set the type and severity you want. Every comment also lands in the comment library, where it's available to any template.

Both are on the web dashboard only.

• Contacts: open People, then Clients or Agents, and choose Import contacts…. Pick the contacts.csv you exported (CSV or Excel, up to 5,000 rows), map each column (name, email, phone, company, type, notes), check the preview and choose what untyped rows become. A contact whose email is already saved is updated rather than duplicated, and every skipped row is listed with the reason.
• Past reports: open Reports › Archive › Past reports and upload the full-report PDFs, up to 50 at a time and 50 MB each. Househound reads the address, client, email and date from each PDF, and you can correct them. They're read-only: you can search, open, download, copy a share link or email one to the client, but they don't become Househound inspections.

• Services: Settings › Services & pricing. Add your fees, or start from the built-in list.
• Agreement: Automations › Agreements. Upload your current agreement file or paste its text. By default it goes out 48 hours before the inspection.
• Email wording: Automations › Email. Paste in the wording you used in Autopilot.
• Booking page: Settings › Booking page. Set your start times, then copy the link or the embed code.
• Payments: Settings › Services & pricing › Set up payments. Payments go straight to your own Stripe account. The fee is 3.25% + 40¢ per card payment, and that includes Stripe's processing, so it's the only deduction.

Take the next ordinary inspection in Househound and keep Tap Inspect on hand. Inspections within a week of today download to the phone, so you can write in a crawlspace with no signal and it uploads later. Note every comment you reach for that isn't there, and add it to the template or save it from the report into the library.

Replace the Web Scheduler link or embed with your Househound booking page link or embed code. Leave Tap Inspect running until every job booked there is done and published.

Tap Inspect has no long-term contracts. In the web account, open Subscription from the user menu and tap Cancel Subscription, then Yes, Cancel My Subscription. Pay As You Go is prepaid, so there's nothing to cancel there. If you used Tap Inspect Payments, ask Tap Inspect support how to close the payments account, which carries a $5.00 monthly account fee.