Adding Templates

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Ellery Curran
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  1. Click the Inspections tab and navigate to the templates feature. 
  2. Click the Add Template button in the top right corner of the page.

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  1. Fill in the details for the template like name and type. You can add estimated labor time, but this is optional. You can also add a minimum score target, but this is optional. Click add section under Questions to add questions to be completed during the inspection. When finished, click Continue to Properties. 

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  1. Select a property or properties for the template by clicking the toggle. When done click Continue to Schedule.

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  1. Select a frequency, start date, due time, and when the schedule ends. If you would like to exclude weekends, click the toggle. When finished, click Continue to Preview to view a preview of the template.

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  1. When finished with all sections, click Save for later to save the template as a draft OR click Activate Schedule to activate.  

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