Spectora

Looking to add a new template? Need more comment libraries? Want more narratives? Whatever you call them, we make it easy for you!

How to Add a New Template in Spectora

Support Team

Katie York

Shannon Lewis

Template importing, editing, sharing, and customizing

Templates

Templates in Spectora have a specific hierarchy - here's the terminology we use and some info about each.

Template Basics: Sections, Items, and Comments

Learn about each comment type and how they work in your template/report.

Template: Breakdown of Informational Comment Answer Types

Having a comment always default to being active in a report.

What does 'Default to Checked' Mean?

Keywords: optional sections, optional items, optional, options, pool sections, how to use optional sections, how to use optional items

Using Optional Sections & Items

Share a template with another Spectora inspector

How to Share a Template with a Spectora Inspector

Wondering what you can customize on your Templates? Check out this video on the Template Editor Overview to find out!

Templates Demo (VIDEO)

Whether you're brand new to Spectora or just want a refresher, this article walks you through what each settings section looks like out of the box and what you'll need…

Understanding Your Default Settings in Spectora

Basics

Transfer sections, items, and comments between templates

Copying a Section, Item, or Comment to Another Template

How to Rename a Template

Keywords: adding new recommendation section, adding new defect, defects not showing

How to Add a Defect to a General or Info-Only Item

Removing a template from your template list

How to Delete a Template

How to duplicate, copy, or clone your template to use for editing

How to Duplicate a Template

Alphabetize info limitations defect observations in Template

How to Alphabetize Comments In a Template

Learn how to add a default photo to your reports by adding them in the template editor.

Adding Default Photos to Your Template

How to move, transfer, or change a pre-existing comment from one template into another. Keywords move, moving, comments, template, templates

Moving an Item or Comment in a Template

Move your most selected defect comments to the top of your list for faster reporting!

Sort Defect Comments by Most Used

Keywords: undelete section, undelete item, accidentally deleted section, accidentally deleted item, restore section, restore item

How to Undelete a Section or Item in Your Template

Keywords: delete photo on template, delete photo from template, delete picture in template, delete default photo from template

How to Delete a Photo on a Template

Keywords: edit section name on template, edit item name on template, edit comment name on template, edit name on template

How to Edit the Name of a Section, Item, or Comment on Your Template

How to create items that don't have any defect comments or ratings

Using Info-Only Items

Keywords: permanently delete an information box from template, delete section from template, delete comment, delete item from template

How to Delete a Section, Item, or Comment  in Your Template

Restoring a Template from your Template Center

How to Undelete a Template

Keywords: table, cell, table color, cell color

How to Add Tables to Your Spectora Report or Template

Keywords: add a PDF in to a report template, add attachments to reports, add attachments to inspection, automatically add PDF

How to Add Attachments to Templates

Stephanie Woodward

Megan Lefebvre

Template Editing

Find and edit Item Ratings, Header Text, Defect Category Settings, Display Options, reinspection, re-inspection

Finding and Editing Template Settings

Editing your Standards of Practice; Keywords: standards, SOP, standards of practice, report, template, standard, SOPs, sop

How to Find and Edit Your Standards of Practice

Keywords: Overview, tab, grid, overview, information first, grid, add overview, remove overview, add grid, remove grid

How to Add or Remove the Overview Grid from Reports

Looking to edit the little icons/pictures/symbols that appear next to your sections? Look no further!

How to Edit Section Icons/Symbols

Keywords: defect, name, label, title, categories, defects, template, templates

How to Change Your Defect Label & Categories

How to make the PDF Summary Text-Only

Looking to have page breaks on parts of your PDF?

How to Turn Page Breaks On or Off for PDFs

Marking items Inspected, Not Inspected, Not Present, or Deficient and how to see your paired comments, IN, NI, NP, D, how to mark items

Classic Ratings vs Custom Ratings

Keywords: Disclaimers, header, header text, report header, text, personalize text, personalized verbiage, wording, wordage

Adding Text to Your Report Header

color bubbles on the report, item count, defect category counts

How to Turn Item Count Bubbles On/Off

Copy or duplicate template settings, header text, display options, item ratings, defect categories, reinspection, re-inspection

Copy Template Settings to Another Template

Add reminders for any section or item in your template so be sure you don't miss anything! Keywords: reminders, mobile reminders, reminder

Using Mobile Reminders

What causes an item or section to turn green and checked? Keywords: item completion, green check, green items, completed items, item ratings

How Item Completion Works

Template Settings

How to unshare a template that is shared to the community or was shared by mistake

How to Unshare a Template from the Template Center

How to Share Templates to the Template Center

How to find the Template Center, adding templates, preview templates, add new template, templates, new template center view, search template

Finding Additional Templates in the Template Center

Spectora has several prebuilt default templates ready for you to use.  Here's how to add them to your account from the Template Center.

How to Add a Template to Your Account

Template Center

How to bring your template from InspectIT into Spectora

Importing your InspectIT Template

Looking to import an excel file as a template? Look no further, here's how!

How to Import a Template from a Spreadsheet

HIP templates can be automatically imported into Spectora, giving you a head start on making the transition!

How to import your Home Inspector Pro template into Spectora

If you have HG templates, our automated importers can give you a head start in pulling in all those narrative libraries into Spectora!

How to Import Your Template from HomeGauge

How to Export a Template

Add your HomeGauge (HG) and Home Inspector Pro (HIP) comments and narratives

How to Import a Narrative or Comment Library From My Current Software

Importing

How to be sure your report complies with the June 1st, 2021 requirement changes for Wisconsin Realtors Association

WI Report Compliance

Fill out the NPMA-33 specialized form in the Spectora app and output a perfect Wood Destroying Insect Inspection Report PDF.

How to Use the NPMA-33 Form

Florida recently made changes to the requirements of the 4-Point form keywords: 4-Point, new 4-Point, special form, Florida, Florida 4-Point

How to Update to the Newest 4-Point Special Form

South Carolina Wood Infestation CL-100 template now available. Keywords: CL-100, special form, south carolina, SC, CL-100 form, template

South Carolina Wood Infestation: CL-100 Special Form

Amber Johnson

Learn how to use special forms like the TREC REI 7-5, NPMA-33, and Florida Wind Mit on Spectora

State Specific and Special Forms 

Whether importing a template from another software or building your own, here's what you need to know to get your template TREC-compliant.

Building Your Own TREC Template

Some of the biggest and best companies in Texas use these apps for Texas Wood Destroying Insects (WDI) diagrams.

3rd Party Apps to Use for Texas WDI Diagrams

Automatically pull your signature and WDI license number for this TX-specific form

How to Use the Texas WDI Form

Keywords: TREC, Texas, TX, Texas form, TX report, TREC template, TREC report

How to Use the Texas TREC 7-6 Template

Texas Forms and Reports

Florida has several forms that can be done within Spectora but still output the required PDFs. Here's how to do it.

Special Florida Forms

A step-by-step guide to writing reports on the specialized output FL 4-Point template

How to Use the Florida 4-Point Form

How to use the Florida WDO Form

Guide to adding, customizing, and using the Florida Wind Mitigation form template in Spectora for efficient home inspection reporting.

How to Use the Florida Wind Mitigation Form

Florida Forms and Reports

Blog

Resources

Videos

Find answers and get help from Intercom Support and Community Experts

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{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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Prototype getting-started answer

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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