In this article, we'll be discussing the Texas WDI Template. Designed with convenience in mind, this template effortlessly gathers information from the inspection and your profile. However, allow us to guide you through the process of inputting the address, signature, credentials, and diagram to ensure a seamless experience. Let's get started!
What is a WDI?
A Wood Destroying Insect Inspection Report, commonly abbreviated as WDI or WDIR, is a report that details findings from a thorough visual inspection of a home by a certified pest control company.
How to Add the WDI Template
This section will cover how to add the Texas WDI Template to your template library.
Please note: Since the Texas WDI Template is a Specialized PDF output you will not be able to add or remove sections, items, and comments. We aren't able to edit the special forms in that way since certain changes can break the PDF output and not allow the report to load properly.
 💡Quick tip: Click on the video above to expand it in another window. |
Click on "Templates"
Navigate to "Template Center"
Click "Texas WDI 2020."
Click "Add Template"
How to Fill out a WDI
We have designed this form with your convenience in mind. Simply select your answer by checking or unchecking the comment box.
To mark "Yes" as the answer, simply check the comment box. However, if the answer is "No" or "Not Applicable," you can leave the comment box unchecked or blank.
For example, the question on Line 1E is "Inspector is Technician?." You can check the box next to the comment to answer yes, or, just leave the comment unchecked if the answer is no.
How to Add Default Answers to a WDI
Looking to streamline the process and save time? With our default answers and the ability to have them automatically checked, you can make things even more efficient. In this section, we'll guide you on how to easily add a "Default Value" or set it to "Default to Checked."
How to Add a "Default Value" to a WDI
By including "Default Values" in the template, you can ensure that this information appears on every report without fail. This feature will come in handy, especially for line 1B, where you can add your "Business License Number" effortlessly on the template. This way, the number will automatically be applied to the report, saving you time and effort.
How to Add "Default to Checked" to a WDI
If you select the "Default to Checked" option, the comment will always appear on your report. This feature is especially useful for comments that require a checkmark each time, such as Line 1E's "Inspector is Certified Applicator?" and "Inspector is Technician?" options. So if you want to make sure these specific comments are always included, the "Default to Checked" feature is a great choice!
How to Add Your Signature to a WDI
In this section, we'll cover how to add your signature to the WDI report on line 7A.
Important: The Signature line (7A) is not manually editable. It pulls in the signature automatically from the assigned inspector's profile.
If you don't have a signature file created, we recommend checking out SignWell; it's free and easy to use!
🌟Please ensure that the file is formatted in either PNG or JPG format, as we are unable to accept PDF files.🌟
 💡Quick tip: Click on the video above to expand it in another window. |
Click "Settings."
Click "Team."
Click on the inspector profile.
Select "Choose File."
Add your signature file. You'll see the file name next to the "Choose File" button once it's added.
Scroll down to the bottom of the page and click "Save."
Example of Signature for Line 7A:
How to Add Your Credentials to a WDI
In this section, we'll cover how to add and edit your WDI License number. Before we begin, make sure the State in your Company Profile is set to "Texas." You can do this by going to Settings > Profile and changing the "State" to "Texas", then hit "Save."
 💡Quick tip: Click on the video above to expand it in another window. |
Click "Settings"
Click "Team"
Select the inspector.
Add your license number in the "TX WDI License Number" field.
Click "Save"
Example of Credentials for Line 7A:
How to Add the Inspection Address to a WDI
The inspection address will automatically populate onto the Texas WDI report from the inspection detail page. See the screenshots below on how the inspection details address will look on the PDF form.
Please note, that if the address is changed and the report is already built, you will need to add a new report to update the address form.
Inspection Address
PDF Output
How to Add a Diagram to a WDI
Our software does not have diagram-building options, so we recommend using a 3rd party app if you'd like to draw a diagram. You can then add that diagram as a photo to the "Upload Diagram" comment.
This comment will be located under "Diagram of Structure" Section and it can be added into the comment labeled "Upload Diagram."
Here are a few that are used by our biggest companies in Texas.
FAQ
Is there a North Carolina or other state form for WDI?
Not at this time. We don't have a way to build a template out of just any special form because having a specialized PDF output is a huge developer lift so we only have it for our most used forms at this time
Can I add my own comments to the WDI template?
No, you are unable to include any extra comments to the template because doing so will disrupt the proper formatting of the PDF document.
Is there a way to set the WDI form to fill in with different information from other forms? I need different information on my reports than what is included in the WDI.
Unfortunately, there is no way to change that form. We have built that form to specifically build in that manner, which restricts its customization.
I’ve downloaded the WDI template, but I do not see a way to edit line 7A. Is there a way to change it?
The Signature line (7A) is not manually editable. It pulls in the signature automatically from the assigned inspector's profile.
You also do not need to create a 7A comment on your template, as this is a comment that is created and added to the report on the back end.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
