Some states require special forms for property inspections. These forms often follow unique formats or include state-specific requirements that differ from standard templates. Due to the complexity and workload involved in developing these templates, certain state-specific forms may not yet be available in our Template Center. However, you can use a PDF filler! In this article we'll go over the options you have.
We encourage you to add a comment to this feature request for any new state-specific special forms you would like added to the software. Our Product team will keep an eye on requests that start to gain traction and other inspectors can upvote and add their own feedback. Read more about submitting feature requests in this article.
PDF Filler Options
Don't fret, there are ways to work around this with a PDF filler! It allows you to upload the required PDF of the form you are needing, fill in your necessary information, and save/download it to your device. You can then add this edited PDF as an attachment to your inspection so your client's can view them on the client portal (more on this below). This is also a great option for inspectors requesting special forms we do not currently provide.
🔴 We don't currently provide special forms or PDF's that aren't already available in the template center. If you don't see your state-specific special form in the Template Center, then it is not available.
Fortunately, there are many free PDF form filler programs for Mac and Windows out there that you can use, as well as apps for mobile devices.
Find some free PDF fillers in the links below according to your device!
Top 10 Free PDF Filler for Mac and Windows: Click Here
Top 6 Apps to Fill PDF Forms on iPhone/iPad: Click Here
5 Best Apps to Fill out a PDF Form on Android: Click Here
Adding the Filled PDF to Your Inspection
Once your PDF is ready to share with your clients, you can attach it to the inspection by following this article or the steps below:
Click into the inspection you want to add the filled PDF to.
From the Inspection Details page, click on the "Attach" button in the Reports box.
Make sure to name your file as this will be viewable to your client.
Click on Choose File to add the PDF from your device.
Click on "ADD REPORT ATTACHMENT" button and this will add the document to the Reports box and your client will be able to view it on the client portal.
Frequently Asked Questions
I don't see a special form for my state. What do I do?
If you don't see your state-specific form in our Template Center, then we do not have it available as a template.
You can add your feedback to this feature request for any specific forms you want to see in the software!
Follow the article above to use a PDF filler in the meantime.
Can I add / import a PDF special form as a template?
Unfortunately that is not possible at this time, no, PDFs cannot be imported as templates. Template imports can only be in spreadsheet format .xls or .xlsx.
You can add your vote to this feature request for this!
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
