While you have the flexibility to add sections, items, and comments to a report on-site, you might also want to incorporate those changes into your template for future use. Fortunately, with Spectora, this process is seamless and can be done effortlessly either through the Spectora App or the Spectora website.
By accessing your template settings, you can swiftly implement any adjustments or additions made during the inspection process, ensuring that your template remains up-to-date and reflective of your evolving needs and preferences.
Whether you're on the go or at your desk, managing your templates with Spectora is convenient and intuitive, empowering you to streamline your workflow and deliver consistently high-quality reports.
How to Save to Your Template Through the App
In this section, we'll show you how to save new comments to your template through the Spectora mobile app.
 💡 Quick tip: Click on the video above to expand it in another window. |
Tap the + icon to add a new comment
Tap to check the box next to "Save to template for future use"
Tap "Save"
Once you've synced from the app, your new comment will appear in your template
There is also a new option on the app when saving to template.
"Save comment as new" can be toggled on before you click "Save to Template". If enabled, this will create a new separate comment with the changes on your template.
If not checked, then saving to template overwrites original template comment with the changes.
How to Save to Your Template Through the Web
In this section, we'll show you how to save new comments to your template through the Spectora website.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click the + button to add a new comment
Click the checkbox next to "Save to template for use in future reports"
Click "Save"
Your new comment will appear in your template
✨ Primarily just text and title changes can be saved to template.
Saving More Changes
Once you've created the new comment, you might want to make more changes and save those to your template. As you edit that comment, click the Floppy Disk icon to save any additional changes
If you do NOT check the "save to template" box when you are creating a new comment, the Floppy Disk icon will not appear.
Things That Cannot Be Saved
Photos
Location tags
Cost estimates
Flagged state
Default to checked
Recommended contractors
🔴 Deleting comments will not reflect on the template. Deleting and re-arranging needs to be done on the template level.
Frequently Asked Questions
Why does the save button say "No changes to save?"
If you did not make any changes to the comment, OR if the changes have already been saved to the template, hovering over the Save button will display a message that mentions "No changes to save."
Why don't I see the "save to template" option on all of my comments?
The "Save to Template" option will only show up for newly added comments.
Is there a setting I can enable so all changes/new comments are automatically saved to my template?
Unfortunately not!
If I make changes and save to template on the V9 Legacy report writer will it be available on V10 as well?
Yes! Any changes you save to the template will be applied to new reports built from that template, whether it is V9 Legacy or V10. All of your templates will work with both V9 Legacy and V10!
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
