Within each template or report, you can edit the Standards of Practice that your client will see on their report. You may have state-specific verbiage that you need to enter or you may just want to explain the inspection process to your clients. Either way, we've got you covered!
Check out our YouTube video here to learn the full scoop on Templates:
Enabling Standards of Practice in your Template
This section provides step-by-step instructions for finding and enabling the Standards of Practice ("SOP") in your template.
Click "Templates"
Click the 3 dots on the right
Click "Template Settings"
Click "Display Options"
Check the box "Display Standards of Practice"
Click "Save"
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Before you add new text for your Standards of Practice, you'll want to make sure it's enabled on your template! This setting allows the standards to show on the final report for your client or agent.
Editing the Standards of Practice in your Template
This section provides step-by-step instructions for adding and editing the Standards of Practice ("SOP") in your template.
Click "Templates"
Click "My Templates" to open your templates list
Select your template from the dropdown list
Click the ✏️ icon next to the name of the section you want to edit
Enter your Standards of Practice in the text box
Click "Save"
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Adding text to the Standards of Practice box ensures that the information will show up for the client or agent on the final report. For the SOP to show, the setting needs to be enabled and text needs to be saved to the template.
Enabling the Standards of Practice in your Report
This section provides step-by-step instructions for enabling the Standards of Practice on your existing report. This setting allows the standards to show on the final report for your client or agent.
Click on your inspection
Click "Edit" below the report name
Click the 3 dots on the right
Click "Report Settings" from the dropdown menu
Click "Display Options"
Check the box to "Display Standards of Practice"
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If you did not enable the Standards of Practice before building the report, you can enable it now!
Editing the Standards of Practice in your Report
This section provides step-by-step instructions for adding and editing the Standards of Practice in your existing report.
Click on your inspection
Click "Edit" below the report name
Click the section you want to edit/add standards to
Click the ✏️ icon next to the section name
Enter or edit your Standards of Practice in the text box
Click "Save"
Click "Preview/Publish"
Click the "Standards" to view your newly added or edited text
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Adding text to the Standards of Practice box ensures that the information will show up for the client or agent on the final report. For the SOP to show, the setting needs to be enabled and text needs to be saved to the report.
Not sure what standards of practice are? Check out this post from our team!
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