Understanding Inspection Templates

Article Introduction

Inspection templates are used within the Inspections tab in the Estimator to organize inspection items by category. These templates define what items are available during an inspection and help structure how information is collected for a job.

What Inspection Templates Are

Inspection templates are pre-built inspection structures that contain groups of items to be reviewed.

Each template includes:

• A set of inspection items

• Organized sections based on categories (such as Roofing, Siding, or Windows)

• Fields for marking condition, adding notes, and uploading photos

These templates determine what users see and complete during an inspection.

How Inspection Templates Appear

Inspection templates appear as tabs within the inspection interface.

• Select Template Tab to view a specific inspection category

Each tab represents a different template and contains its own set of inspection items.

Using Inspection Templates

To work within a template:

• Select Template Tab

• Review Inspection Items within that template

• Complete Items by marking condition, adding notes, and uploading photos

Each template functions independently and may contain different items depending on its purpose.

What to Expect

• Different templates will contain different inspection items

• Some jobs may use multiple templates

• The available templates depend on your company’s setup

Important Notes

• Inspection templates are configured during onboarding or by your support team.

• Users do not have access to create or edit templates.

• If you do not see a template or need changes, contact the support team for assistance.