Property Inspect

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

Learn how to customize the different fields within the sections of template, allowing bespoke reporting for your business.

Customizing Section / Room Fields

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

Status Field for a Section/Room

Save customized sections—along with item fields and defaults—as reusable Section Presets. Add them quickly to any report and manage them from your template settings.

Custom Section Presets

Steve Rad

Adelle Naidoo

Templates

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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