It's often easier to start with our default TREC template and then add any additional comments as needed. However, you can also begin with a custom template and modify it to meet TREC requirements. Alternatively, you might choose to import an existing template and adapt it to a TREC format within our system.
Creating your own Texas Real Estate Commission (TREC) template in Spectora can be a game-changer for your inspection process. By customizing your template, you ensure it meets your specific needs and aligns with TREC standards.
Here’s a step-by-step guide to help you build your own TREC template in Spectora.
🔴 Note: Currently, only a Spectora admin can change the template type to TREC, so reach out to our chat bubble to make this happen.
How to Create a Custom TREC Template
In this section, you'll see how to get started with creating your own custom TREC template.
Click "Templates"
Click the 3 dots in the top right corner
Click "Add Templates" in the dropdown menu
Click "Start From Scratch"
Enter an internal name for your template under "Name"
Enter a client-facing name for your template under "Friendly Display Name"
Click "Create Template"
The new template will load with a prepopulated section and item named "General" but no comments
Now that you've created your template, be sure to follow the requirements below so your new template meets the TREC standards!
Necessary Template Info for TREC Requirements
Here is the necessary info to ensure it functions and is compliant with TREC requirements:
Additional Information Provided By Inspector
Additional Information Provided By Inspector
On our default TREC template, the "Additional Information Provided by Inspector" section is populated by anything in the Information Section > General Item:
If you are creating your own TREC template or importing one, a few important things need to happen to populate this area automatically. Follow the steps below to create the necessary section/item configuration:
Click the pencil icon to the right of the pre-loaded "General" section
Check the box next to "Hide Overview Grid for this section" to enable
Rename your section if you'd like
Click "Save"
Click the pencil icon next to the pre-loaded item
Click "Info Item" to check the box and enable
Rename the item if you'd like
Click "Save"
Create new comments for this section
Now any comments in that item will populate in this area!
Ratings
Ratings
Our default template sets up the ratings as required by TREC. Ratings MUST be either (1) Classic Ratings or (2) Custom Ratings specifically in the order of IN, NI, NP, D:
Template Specifics
Template Specifics
Section/Item Structure
Our default template includes all the TREC requirements for sections/items. However, we don't enforce anything via the code - the template is basically spit out exactly as entered.
To ensure a template conforms to the TREC requirements, ensure that each section and item name is exactly as specified in our default template.
Note that the Roman numerals must be part of the section names ("I. Structural Systems", "II. Electrical Systems", etc.) and letters must be part of the item name ("A. Foundations", "B. Grading and Drainage", etc.).
Required comments and "Comments" comments
TREC requires certain comments to be present. We've included those in our default template, like "Type of Foundation(s)" pictured below.
TREC also requires the text "Comments:" in many of their items. To ensure this is present, these items require a comment with the name "Comments" that is a checkbox comment "Default to checked":
If building your own template, ensure this comment is present everywhere it is required.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
