Inspection Templates

Create standardized inspection templates to be quickly added to an estimate

Ashley Bennett avatar
Written by Ashley Bennett
Updated over a week ago

Save an Inspection as a Template

After you create an inspection within an estimate, you can save that inspection as a template for use on other work orders.

From within an estimate, select the Inspections tab.

Select the inspections tab within the estimate

After you’ve created the inspection, click the … ellipsis in the top right corner of the inspection. Click Save as Template.

Save an inspection as a template from within the estimate

Manage Inspection Templates

View and manage inspection templates on the Inspection Templates List Page.

Click the Lists icon on the left-side navigation of the screen.

Select Inspection Templates from the list.

Inspection Templates List page

View, search, and filter the Inspection Templates list. Select any inspection from the list to duplicate or make edits to a template.

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