Your Template Editor comes with pre-built templates and the option for you to create new templates that fit your business needs. New templates can be created from scratch or you can create templates based on an existing template, so you don't spend a lot of time building a completely new template.

Once you access the Template Editor please select the option "Add New"

The "Add New button will open a pop-up window. In that new window you can:

1.- Select if the template will be completely new or based on another template.

2.- Select the type of inspection that will be associated to this template.

3.- Enter the template title for internal purposes only so you can identify the template.

4.- Enter the report title that will actually appear in the report. (Client facing)

5.- Enter a description of the template in case you need to provide further details. This will be for internal purpose as well.

6.- Click on the Create button to save your preferences and to start building your template.

After you complete the fields in the pop-up window, you will see the following screen:

1.- The Category "Inspection Details" will always be there even if you create a new template from scratch. That will display the property details and other inspection information.

2.- The button "Set as default template" will be used to define what template will be the primary one.

3.- The ratings will be displayed in this section. There you can see the titles and colors that come by default. The are ratings that have a flag icon in the colored box. That means it will be displayed in the summary. You can adjust the existing ratings or create new ones.

4.- If you need to adjust the title, color or the flag of a rating please click on the Pencil icon.

5.-You can add a completely new rating in case you need more.

6.- If you are finished adjusting the template you can save and publish the report by clicking on this icon.

7.- You can create new categories by clicking on the "Add Category" button.

Last but not least, you can edit the verbiage in the Summary Disclaimer by clicking on the "Edit Text" button.

If you have any questions please don't hesitate to contact our support team by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.