Lines

The subsections within a category are called Lines.

Learn more about lines here: Setting up Lines for your inspection template

Optional categories and lines

Categories and lines can be set as optional for a template. This is done in the Template editor. When a category or line is marked as optional, it will not appear in the default list when you start an inspection with the template, but it will be readily available to be added in.

For an in depth guide on optional items use this document: Setting up and using Optional lines and categories

Description

A list of visual descriptors can be added to an inspection line in this section. The descriptors added create a multiple-choice list available at the time of the inspection, which means that several descriptions can be used for one line.

Add, delete, or rename descriptors by using the Edit List button

Additional inputs

Additional inputs are a great way to provide extra details to an inspection line. A great example of this is using an additional input to specify the type of exterior of a home, versus only providing a description.

Add, delete, or rename additional inputs by tapping the blue + Additional Input button found below Description
Use the Edit List button to add options to your additional input

Media

The Media section is included by default with every line, it allows photos and videos to be added to an inspection item so that they appear each time you do an inspection.

Location

Locations provide the ability to set a default location within a home for the line being inspected.

For an in-depth guide for setting up and using locations use the following guide: Locations

Information

General Information to whoever is reading the report can be conveyed in this section. This section is commonly used to provide disclaimers.

Comments

Comments can include default ratings and locations, along with a default information photo.

You can easily add a new comment by tapping the blue + Add comments button at the bottom of the page.
Comments have titles for easier indexing
The comment text which will appear in reports is entered in the comment text entry box
A default rating for the comment is chosen using the Select Default Rating menu
A default location for the comment is chosen using the Select Default Location menu
Information photos can be added to a comment
Tags are used to group similar comments/observations when generating the inspection report

Editing a template

To learn how to edit a template use the following guide: Template editor

Categories