Property Inspect

Our enhanced report editor allows you to customize each item field within sections or rooms — including both primary items and sub-items — giving you greater flexibility and control over…

Customising Item Fields

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

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

Templates

Learn how inspection types work, how to create your own, and how to manage disabled types safely. Ideal for account admins, team managers, and users responsible for report setup.

Inspection (Report) 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

Add notes and disclaimers to your inspection reports, with default content applied automatically and clear separation between editable notes and static legal text.

Notes and Disclaimers

Enable Review Settings to ensure inspections are checked by a Manager before completion. Improve quality control, reduce errors, and maintain consistent report standards.

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 Reports

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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