Custom Block Presets

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.

Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Key Features: ability to save a customised block, including any default items, as a Preset Block. A simple tap on the 'Add Block' (Room) button picks the preset to then add to your report. And with our Manage function, you can show only the block types you want or use regularly. No need to remember which block has specific functions, colour code and name each Preset to match your report type.

Key Benefits: helps build templates and bespoke reports faster, provides quick access and functionality to your team with customisation and options at their core.

*Part of the Advanced Template add-on; contact our Support team to enable this for you.

On your desktop dashboard, navigate to the inspection you need to work on and click on 'Edit Report'. Find the Room/Block that you want to save as a Preset > click on the 3 dots to the extreme right of the block:

Click on 'Save as preset':

The Block/Room will then be saved to your profile. You will be able to add the Preset Block to any report.

To add it to a report, scroll down to the "Add New Block' tab:

You will see your Preset Block saved > click on the Preset Block to add it to your report.

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