Setting up your inspection workflow
Accessing templates
0:01
- Navigate to the templates tab after setting up your account settings
- Initially, there will be no templates available
Adding templates
0:19
- There are three ways to add templates:
- Import from existing software
- Download from the template hub
- Users typically use the first two methods
Importing templates from the Template Hub
0:38
- Browse through various templates created by expert inspectors
- Examples include:
- Hive Inspection Residential
- Concave Residential Inspection Report
- Sewer Lateral from All-Star Home Inspection
- Click Import to add a selected template to your account
Editing the template
Customizing template details
1:17
- The Overview section includes:
- Template name
- Enable/disable rating flags (IN and INP)
- Customer viewing name
- Report introduction text (main inspection)
- Report summary text (summary report)
Adding documents to the template
1:59
- Attach PDFs, PNGs, or other files to the template
- These documents will be visible to customers in their reports
Organizing inspection order
2:16
- Adjust the sequence of sections in the report for customer viewing
- Drag and drop sections to reorder them
Saving changes
Text editing options
Adding comments to the template
3:27
- Three types of comments can be added:
- Information
- Limitations
- Defects or deficiencies
- Use New Field to add comments and descriptions
Saving comments to the template
Importing from other software
4:16
- If transitioning from Spectora or another company, select the option to import
- Ensure to export files in HTML format for proper text formatting
Next step
Related