Template Management

Templates are a resusable inspection structure that allows you to conduct routine inspections with ease.

Creating Templates

We've made template creation a simple process within the website dashboard, allowing you the flexibility to create a tempate based on your exact needs. You can create reports with agreements and terms and conditions for just about any industry using the template builder.

Start a new blank template

Starting a blank template provides a fresh canvas for your report templates. You can start a new blank template by visiting the templates page from the dashboard and selecting create template. A sidebar will appear on the right of the screen, where you can select the option to create a new blank template.

All templates are stored in your browser until you save them to prevent loss of data. You may see a prompt if you return to the page before a template is saved, allowing you to restore the template you were working on, or clear it so you can start working on a new template.

Import a default template

It is easy to import and use our pre-made templates. Importing a template allows you to take the structure we've designed and use it for you reports. You can also modify our templates to suite your needs if required. You can import a template by visiting the templates page from the dashboard and selecting create template. A sidebar will appear on the right of the screen, where you can select the option to import a template from our list of pre-made templates.

Add template details

Utilise the details fields within the template to capture important information related to your inspection. A general set of fields are provided for each template. Each field has an option to mark is as a required field, which will force information to be added into that field by the inspector. If you would like to display the captured information on your report document, select the "In Report" checkbox.

Template detail fields require a label and a field type. Current field types are Text Input, Dropdown (Select) Input, MultiSelect Input, Accessibility Control, Address Input, Date Picker, Time Picker, Email Input, Comment Box, Phone Input and Single Photo.

Template status items

Using the status field type is a great way to add clarity to your reports. You have the option to add a name for your status items, as well as select a colour based on your needs. Adding status items to your reports makes them easier to understand by your clients.

Template section management

The "Section List" allows you to add categories to your template, which gives your template structure by grouping related items together. Double clicking on a section will allow you to quick-edit it's name. You can reorder sections with the handle on the left side.

Adding features to sections

After you've added a section, you will then be able to add features to that particular section. A feature is an area that you would like to inspect (ie. Water Supply, Hot Water Unit, Air Conditioner). Features can also be rearranged using the handle on the left side. On the right of the feature are options to manage feature fields, designate a feature as a table column and duplicate a feature. You can also remove a feature if it is no longer required.

Adding feature fields

Fields are what you will be using the input data on your reports. Features are the container for a group of fields. A feature can have multiple fields, for example the feature "Hot Water Unit" could have 3 fields, a multiselect field which give the option to select the location of the hot water unit, a field for any comments, and a field for photos to be added.

On the feature fields page, an option is available to quickly add the comments, and photos (gallery) fields as they are commonly used. Fields can also be reordered using the handle on the left. You can duplicate or delete fields using the menu on the right. Multiselect and dropdown fields require you to add options that can be seleceted. Selecting the dropdown options button to the right of the field will display a modal allowing you to add options to these fields.

Creating a table layout

A table layout can be created by selecting the "Set as Table Column" option from the feature options menu. This will designate that feature to display as a table column. Add multiple features as table columns to generate the table layout columns.

Once you have designed the feature as a table column an icon will appear showing the number of rows that the table had, clicking that icon will expand the table features where you can add table rows.

Table rows are synced across the entire section, so adding them to a single feature will replicate across all features that are marked as table columns for that section.

Adding an agreement

Use the toggle to allow the use of pre-inspection agreements. Pre-inspection agreements are contracts sent to your clients prior to the commencement of an inspection that outline the scope and limitations of the inspection. Legally binding esignatures are used for these agreements. A record of the conract is stored once it has been signed by your client.

Selecting the toggle for pre-inspection agreements will add the option to create a Pre-Inspection agreement template. This template is saved for future use to save time when sending agreements. It is possible to modify this template when sending agreements.

The agreement editor also has the ability to add inspection specific information into the document via shortcodes. A list of shortcodes buttons is displayed above the editor. Selecting a shortcode will add it into the document at the position of your cursor, or at the end of the document. These shortcodes are replaced with the actual information they relate to (ie. {{client-name}} will be replace with the clients name) once the document is sent.

Adding inspection terms

Inspection terms are added to end of your report pdf document. These are your legal disclaimers for your clients reference. The terms editor also has the ability to add inspection specific information into the document via shortcodes. A list of shortcodes is shown above the editor, selecting a shortcode will add it into the document. Shortcodes are replaced with the actual information they relate to (ie. {{client-name}} will be replace with the clients name) once the document is sent.

Saving your template

Once you are finished creating your template you can save it by pressing the save button in the top right. You have the option to save the template as a draft or publish the template.

A draft template will allow you to bypass validation on most items and save your template so you can return and continue working on it. Draft templates cannot be assigned to an inspector.

A published template will validate your template and ensure all the require information is correct. Published templates can be assigned to your inspector accounts.