Setting up a default template for a service in Spectora ensures that the correct template is automatically applied to each new inspection. If you’ve already picked out a template and saved it to your template library but can’t select it when adding a new inspection in the dashboard, there’s just one more step to complete.
In this article, we’ll guide you through adding your selected template to the Services area in the New Inspection section. This will save you time and help maintain consistency across your reports by aligning each service type with the right template.
Here is how to set a default Template for a Service:
|
💡 Quick tip: Click on the video above to expand it in another window. |
Click "Settings"
Click "Service & Fees"
Click to expand the service to which you want to assign a default template.
Click to expand the template selection drop-down menu.
Select the template(s) you want to assign to this service.
Once you have a template assigned for a service, the report will automatically build from that template whenever that service is scheduled. You can go back and edit the default template(s) at any time in your Services & Fees, simply repeat steps 1-5. Reports automatically build on the day of the inspection at 3 AM.
💡 Tip: Keep in mind any changes made to the template do not retroactively update an already-built report!
If you're using ISN for scheduling, you'll want to make sure each of your inspection services has a designated template for import mapping:
🌟 If there is not a template assigned for these services in the ISN integration, then a report will not be generated and the inspection will not import.
Frequently Asked Questions
Why is my template showing up twice on my inspections? How can I prevent these multiple reports?
If you're seeing multiple reports generating on your inspections, you may have the same template defaulted for both your primary service and your add-on services. You'll want to adjust your add-on services to use their own template (WDO template for termite inspections for example) instead of your usual template.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
