Ratings & Glossary — your report's words

What this screen is for. Ratings are the words and colors your reports use to say how serious something is. Every finding gets one. They decide the color on the finding, the order of the report summary, and which findings the Budget Genie puts a dollar BUDGET on. The Report words tab holds the plain-English definitions a first-time buyer can look up in the report's own glossary. How to get there. Sidebar → Inspections → Glossary in the row of links under the header. Two tabs: Ratings and Report words. This page is open to everyone on your team. What every button does Ratings: The seven rating tiles — tap one to rename it, change what it means, recolor it, or move it in the order. The seven, in order: Satisfactory · Routine Maintenance · Monitor · Repair / Replace · Safety Hazard · Needs a Specialist · Not Inspected. A Budget Genie badge marks the three that put a dollar BUDGET on their findings: Repair / Replace, Safety Hazard, and Needs a Specialist. A lock marks the four protected ratings (those three plus Satisfactory) — you can rename and recolor them, but they can never be hidden: the AI and the Budget Genie depend on them. A Yours badge shows anywhere you've customized. Inside a rating's sheet: What you call it · What it means (your client reads this) · Color (seven swatches or Any color, with a live preview) · Order of importance (Move up / Move down) · Offered when you rate a finding (switch it off and it leaves the picker — findings that already have it keep it) · Reset to HomeRecon's wording when you've changed a built-in. Add a rating — the dashed tile. Your own word for a rating; it rides on one of HomeRecon's seven ("Treat it like…"), which decides where its findings land in the summary and whether the Budget Genie prices them. Restore HomeRecon's ratings — appears once anything is customized. Be careful: this resets every rating change your whole firm has made — names, meanings, colors, order, added ratings — not just your last edit. It asks you to tap twice ("Tap again — this undoes your changes"). Report words: Search words… across the 32 plain-English definitions the report can add automatically when a finding uses the word — "polybutylene," "GFCI," and friends, defined for a first-time buyer. This list is read-only here; words for one particular report are edited on that inspection's Glossary pane while you inspect. Common questions "How do I change what a rating is called?" Tap the rating → edit What you call it → Save. Every chip, the summary, the PDF, and the client report use your word from then on. "Which findings get a dollar figure?" The ones rated Repair / Replace, Safety Hazard, or Needs a Specialist — those three run the Budget Genie automatically. "Why can't I hide Safety Hazard?" The switch says it plainly: the AI and the Budget Genie use this rating — you can rename it, but it can't be hidden. Same for Repair / Replace, Needs a Specialist, and Satisfactory. "If I rename a rating, does the AI still know what it means?" Yes. Renaming changes the words, not what it triggers — a renamed Safety Hazard still prints first in the summary and still gets a BUDGET. "How do I add my own rating?" Add a rating → name it → pick Treat it like → Save. "I made a mess — how do I start over?" Restore HomeRecon's ratings, tap twice. Remember it wipes the whole firm's rating customizations, not just yours. "Do my old reports change when I edit ratings?" No. Reports you already delivered keep the words they were written with, forever. Good to know Safety Hazard always prints first in the report summary — that's a promise of the report's structure. The Move up / Move down order arranges your rating scale; it doesn't move Safety Hazard out of the summary's lead. Hiding a rating never touches old findings — they keep the rating they were given; it just leaves the picker for new ones. This is the one settings page everyone on the team can open — office admins included. Related The Glossary pane while inspecting A finding — ratings in action AI Settings — your voice and tones Templates — your checklists