Property Inspect

Adelle Naidoo

Steve Rad

Alet Drijfhout

Reports & Templates

Accessing the Template Library Feature

Customizing your Templates

Setting up Templates

Choose to skip the numbering of a section on your inspection report.

Skip Reference Numbers on Report

Uncover the ease of incorporating bold and italics as we guide you through the steps to elevate your report presentation.

Text Styling in Reports: Bold and Italics Options

Creating a Template from an Inspection Report

Adding Custom Options and Answer Sets to a Report

Add Custom Fields/Sections to a Report

Assign a status to each section or room in your reports for clearer assessment and more efficient reporting.

Status Field for a Section/Room

This new feature allows you to save a Block/Room which you have customised as a 'Preset Block', allowing you to add it back into any report.

Custom Block Presets

Templates

Learn more about different inspection types and how to create your own within the Property Insect software.

Inspection Types and How to Create Your Own

Explaining the key differences and benefits of using stand alone- and update reports.

Stand Alone- and Update Reports

Learn how to customise how declarations and signatures appear on your reports.

Declaration & Signature Settings

Updating notes and disclaimers

As a quality assurance measure, Review Settings allows an inspection(s) to get reviewed by a Manager/Admin before completion.

Review Settings for Reports

Display an audit trail overview of all the activity that occurred for an inspection at the end of a report.

Audit Trail Option for Reports

Configure your settings to send selected sections/rooms from your main report to your Client during the report lifecycle or when Complete.

Heads-Up Report

You can now display the name(s) of the contacts, i.e., the landlord or tenant, of an inspection on the front cover of the report.

Display Contacts on Report Cover

Report Types and Settings

Learn how to set up conditional rules, triggers and actions in your report to control on-site data collection and reduce training.

Conditional Logic

Advanced Template Features

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