How to create an inspection template in 4 steps




Step 1: Creating the Template

  1. 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

  1. 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

  1. 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

  1. 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