Easily switch templates mid-report to save time, stay consistent, and avoid redoing work. Whether you need a new layout, sections from another inspection, or data from a different property, you can import it directly into your current report.
Go to the Edit Report tab of the inspection. If you don’t see this tab, click Start Report first.
Scroll to the bottom of the screen and open the Template drop-down menu.
Browse your Templates and select the one you would like to apply.
Once you select your property, choose the specific inspection that you want to import.
After selecting the template you want to import, you’ll need to choose the import type.
Append – Add the imported sections to the end of the current report.
Merge – Apply unique sections and items from the imported report into the current one.
If selected, you can also choose Overwrite descriptions and conditions to replace existing text with imported content.
Reset – Delete all current sections and items before importing.
Once you have configured the data that you want to import, click on Import.
💡 Tip: Use Reset with caution — this will permanently remove all existing content before applying the new template.
ℹ️ Need to import data from a different property?
Read our How to Copy an Inspection from Another Property guide.