Customizing your home inspection template is essential for creating clear and accurate reports. In this article, we'll guide you through the process of editing section, item, and comment names in your home inspection template. By personalizing these elements, you can ensure your reports are tailored to your specific standards and preferences.
Editing a Section Name on the Template
Editing a Section Name on the Template
In this section, we'll show you how to edit the name of a section in your template.
Click "Templates"
Click "My Templates"
Select your template from the dropdown menu
Click the pencil icon to the right of the section name
Edit the section name at the top
Click "Save"
Editing an Item Name on the Template
Editing an Item Name on the Template
In this section, you'll see how to edit the name of an item in your template.
Click "Templates"
Click "My Templates"
Select your template from the dropdown menu
Click on a section in the left column to open it
Click the pencil icon to the right of the item name
Edit the item name at the top
Click "Save"
Editing a Comment Name on the Template
Editing a Comment Name on the Template
In this section, we'll show how to edit the name of a comment in your template.
Click "Templates"
Click "My Templates"
Select your template from the dropdown menu
Click on a section in the left column to open it
Click on an item in the middle column to open it
Click on a comment name to expand it
Click the pencil icon to the right of the comment name
Edit the comment name
Once you've finished editing the comment name, click on any blank space in the template to trigger the auto-save function
🔴 Note: Changes made on the template will ONLY be applied to inspection reports that have not been built yet - if the inspection report has already been built, any changes made to the template won't be included in the report.
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