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What is an Inspection Template?

Inspection Template is a way to bundle and reuse a set of Inspection Forms & completion steps.

To create an Inspection Package,

  • Click on +Add Inspection Package.
  • Name the Template
  • Pick a Category
  • Select Forms
  • Check off Track Agent Status
  • Add Additional Steps
    • Create Invoices
    • Capture Customer / Field Agent Signature

The Template can be assigned to an inspection when you create it. The Template option can be accessed in the Inspection Details section.

Note: Only the Template Name and Form is mandatory in the steps above and all the rest are optional.
Once an inspection template is applied to an inspection, you can still edit the items in the template.

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