Inspection Templates

Inspection Templates

Save reusable finding and recommendation presets for specific building types to pre-fill inspections.

No inspection templates yet.

Create a template to pre-fill common findings for a building type.

Guided walkthrough1 / 10
STEP 1Dashboard → New property

Intake a property

  • •On the Dashboard, click “New property” and enter the name, address, type and client reference.
  • •Save it — a property card appears in the list.
  • •Click the card to open its workspace. Everything from here on happens inside that property.