Inspection Templates

In the menu: Library › Inspection Templates

To start from scratch:

1. Click Create Template.
2. Under Create From, click Start from scratch.
3. Enter a Template Name.
4. Select one or more Property Types. To add one, click + New, enter its name, and click Create.
5. Check the Report Title. It starts as Home Inspection Report. Change it if your reports need another title.
6. Click Create.
7. Click the template’s card to open it.
8. Click Add Section. Enter a Section Name. Click Create.
9. Click the section’s name to open its areas.
10. Click Add Area. Enter an Area Name. Click Create.
11. Click the area’s name to open its items.
12. Click Add Items. Choose the items you want from your library. Click Save Items.

To start from a template:

1. Click Create Template.
2. Under Create From, click Start from template.
3. Under Select Template to Copy, choose a template.
4. Click Create.

A copy has the same sections, areas, items and property types as the original. Its name is marked as a copy. To rename it, click Edit template on the template’s page.

A template’s card shows Incomplete until the template has a section and an area.