TEMPLATES

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
• Click SAVE AS A TEMPLATE
• 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