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Houston Expo special

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The reports

The part your client keeps.

Your logo, your layout, your wording. Three examples from made-up businesses.

Mold assessmentHeronwood EnvironmentalMold Assessment Report · 12 pages
Water damageCypress Dry RestorationWater Damage & Drying Report · 9 pages
Moisture surveyPalmetto Property SurveysMoisture Survey Report · 10 pages

Look inside

Findings with photos. Readings. Lab results.

Each report is built from the business’s own template, filled on site by the phone and finished at the desk.

Mold assessment

Heronwood Environmental

After a slow leak at a bathroom vanity: three air samples against an outdoor control, a swab at the wall, the conditions room by room, and a recommendation the client can hand to a remediation company.

Findings
Three, each with its labeled photo
Readings
Spore counts and indoor conditions
Lab
Four samples, two Elevated
Signed
Reviewed and signed by Dana Reyes
Fig. 1 — Heronwood Environmental: the findings, with their photos, and the lab results.

Water damage

Cypress Dry Restoration

A supply-line leak upstairs: the source and the damage photographed, three points read every day until each met its dry goal, then air sampled before the vanity went back in.

Findings
Source, damage and what was removed
Readings
A four-day drying log
Lab
Three air samples, one Elevated
Signed
Reviewed and signed by Sam Whitfield
Fig. 2 — Cypress Dry Restoration: the findings, with their photos, and the lab results.

Moisture survey

Palmetto Property Surveys

A whole-house survey: every room read and mapped, the wet ones photographed, and air sampled where the readings ran high, so the owner knows exactly which two rooms need work.

Findings
The wet rooms, photographed
Readings
A moisture map of all nine rooms
Lab
Three air samples, one Elevated
Signed
Reviewed and signed by Avery Cole
Fig. 3 — Palmetto Property Surveys: the findings, with their photos, and the lab results.

From Word to report

Your Word report becomes your template.

  1. Step 1: Upload

    Drop the Word report you already send into Keypoint.

  2. Step 2: Keypoint reads it

    It copies your layout and finds the parts each job fills in.

  3. Step 3: You review

    Check what it found and make it yours in the template designer.

  4. Step 4: Every job fills it

    Your team captures on the phone; the report comes out in your layout.

Kept as it is
Your headings, tables, header and footer, your logo and your wording.
Found for you
Client name, address, rooms, results, photo spots and lab tables become the blanks each job fills.
Checked by you
Wording that depends on a result comes in as a suggestion marked for you to check.
A draft until you say
Nothing reaches a client until you publish the template.

Every Keypoint account starts with Account setup: a one-time fee of $2,995 for 1–4 people, $4,995 for 5–9 or $7,995 for 10–14 (quoted for 15+), charged with your first bill after the free trial. We build your report templates from your own Word reports, set up your branding, services, agreement, payments and team, and train your crew, so you’re running real jobs in about a week.

Houston Expo special — 50% off Account setup through October 31, 2026.

Branded with your logo

The same report from the same template, printed by three businesses.
The report
Your logo and your layout on every page.
Booking page
Your logo and your brand color.
Portal, emails
Sent in your business’s name.
Invoice
Your business’s name, paid into your own Stripe account.

Preliminary today, final when the lab is back

Fig. 4 — Three days later, the lab is back.
Preliminary
The day of the job, watermarked on the page and in the portal.
Final
When every sample has a result and your determination.
Amended
A correction after delivery goes out as an amended report.

A delivered report never changes.

Frozen on delivery
The moment a report is sent, Keypoint keeps an exact copy of what went out: every answer, photo and lab result. It is the record of what was sent.
Templates can’t touch it
Edit your template tomorrow and the delivered report still reads exactly as it did.
Corrections are amendments
Change the job after it’s sent and the client gets an amended report. The one they already have stays on record.

Free trial

Send your first report on Keypoint.

Every plan starts with a 30-day free trial, no card needed.

Houston Expo special — 50% off Account setup through October 31.

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Reports — Keypoint