SolarGrade Knowledge Base

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Creating Templates: From Scratch

Because every SolarGrade account comes with default templates that can be edited to match your checklists, we don’t recommend you create a template from scratch. This is primarily because the man-hours involved in writing out all the descriptions for each issue will take a considerable amount of time.

That said, if you did want to create your own, here’s how:

  • Navigate to the Templates tab
  • Make sure you’re viewing MY TEMPLATES
  • Scroll to the bottom of the page
  • Name template
  • Click CONFIRM

From there, you can add Sections, Categories, Informational Items, and Issue Items.