SolarGrade Knowledge Base

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Creating Templates: From an Inspection

If you find you regularly have to change a template for most inspections, but one inspection is very dialed in, you can set that inspection as a template.

  • Navigate to the Projects tab
  • Select the associated client
  • Select the associated project
  • Scroll down to Inspection History
  • Click in to the inspection you would like to set as a template
  • Scroll down to the green GENERATE REPORT button
  • Click the gear symbol to the right of the button
  • Navigate to Templates tab
  • Make sure you’re in the MY TEMPLATES view
  • Find the new template
  • It will be the name of the previous inspection, followed by the date you created it
  • Click the new template
  • Select RENAME TEMPLATE to rename it