Inspection Templates

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 — 1:09

• After importing, you can:
  • Duplicate the template
  • Share it via email
  • Edit the template details

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 — 3:05

• After making edits, click Save Changes to apply your modifications

Text Editing Options — 3:14

• Customize text with brand colors and images in the introduction and report sections

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 — 4:03

• Use the Save to Template button to save new comments or changes to existing comments

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