Getting started
The Templates section allows you to create, edit, download, and publish inspection templates. To access it, click the Templates button in the portal navigation.
Learn how to create an inspection template:
Edit an existing template:
Delete a template:
Customize a template using the template editor:
In-depth analyzes of an inspection template:
Creating a new template
New templates can be created with ease. To do so, follow the instructions below:
From the Templates screen, click on the green Add new + button in the top-right of the screen
A new window will pop up asking for details about the new template being created
To create a template from scratch, the Based On option should be set to Blank Template
A type of inspection for the template can be selected from the list of available options
The Name of the template is used to easily identify it. i.e. House with pool
A Report Title can be used which is included with PDF reports
Finally, a Description can be provided to describe the template for easier identification
Once finished click the green Create button
Once a new template has been created you'll be greeted by the template editor screen. This is where new categories, lines, descriptions, comments, and more can be added to a template.
By default, an Inspection Details section is included. The section includes details of the inspection such as who was present and what type of property was inspected.
To continue customizing your template use the following guide: Customizing templates
Editing an existing template
Editing an existing template is as easy as finding it within your list of templates and opening it. This is done by clicking the Edit icon under the Actions column.
If you choose to edit a template that has already been published for use, a message will pop up to tell you that the portal is making a copy of it. This way, the original template stays the same and you can make changes to the copy.
To continue customizing your template use the following guide: Customizing templates
Deleting a template
To delete a template find it within your list of templates and click the Delete button in the Actions column.
Confirm your choice and the template will be deleted.
Customizing your templates
For an in-depth guide on how to customize your templates, visit the following guide: Customizing templates
Structure of an inspection template
For a detailed explanation of the template structure, please refer to this resource: Structure of an inspection template