How to create an inspection template in 4 steps
Step 1: Creating the Template
- Begin by clicking the More tab
2. Click Inspection Templates
3. Click the orange circle + sign
4. Enter in Name & Description
Step 2: Adding Rooms
- To add rooms click the 3 line icon in the right corner
2. Click Add Room
3. Enter a room name then click Save
Step 3: Adding Sections
- Click the 3 line icon for the room you want to add sections to
2. Click Add Section
3. Name your section
Repeat step 3 for each room
Note: To save time when making a template for a property with multiple same rooms ie: 4 bed 2 baths, try duplicating the first room than changing the name of the duplicated room.
Step 4: Adding Questions
- In this section, you want to add questions to click the grey arrow
2. Click the orange + sign
3. Select a question type
A. New Text - Type in your answer
B. New Rating - Rate 1 - 5
C. New Yes/No - Select between Yes or No
D. New Condition - Good, Bad, Dirty, Broken
Repeat step 4 for each section