Templates help you customize your reports to match your inspection style. Creating and managing templates saves time, and selections can be adjusted anytime during inspections.

For advanced settings (disclaimers, descriptions, comments), see Web Report Writer: Manage Descriptions, Disclaimers, and Comments for Templates.

Accessing Templates

• Click Menu (top-left), then select Templates.

Create a New Template

Create multiple templates for different inspection types.

• Click Add Inspection Template.
• Enter a Template Name.
• Select either Create from starter template or Copy existing template.
• Click Add.

Managing Your Templates

To set defaults or manage existing templates, click the three-dot (•••) menu. You can:

• Set as Default: Selects this template automatically.
• Duplicate: Creates a copy.
• Rename: Changes the template name.
• Delete: Removes the template permanently.

Editing Template Layout

Customize templates to match your inspection workflow.

Reorder Sections

• Click Reorder Sections.
• Drag systems into your preferred order.
• Click Done.

Add Items to Sections

• Select a Section, then click Add Item.
• Select Item Type, enter an Item Name, and optionally add a Location.
• Click Add.

Set Default Status for Items

• Select a Section, then check items individually or all.
• Click Status and choose a default status.

Reorder Locations

• Click Locations, then Reorder Locations.
• Drag locations into your preferred order.
• Click Done.

Set Default Locations for Items

• Click a Location, select items, and then adjust/remove locations.
• For individual items, click the three-dot (•••) menu, select Edit, and choose or add locations.
• Click Save.

Add a New Location

• Click Add Location.
• Select a Location Type and give it a Nickname.
• Click Save.

Rename Locations

• Click a Location, select Edit Location, then Rename.
• Enter the new name, then click Save.