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Using optional sections/items
Using optional sections/items

Add optional sections and items to keep your template streamlined yet ready for anything. Here's how.

Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Optional sections and items are not included by default when your reports builds from the template, but rather are added on a per-inspection basis.  This allows you to build out templated comments that are ready without crowding your report.

For example, in many areas a pool is not common.  However, it is occasionally encountered.  In your template, you can build a Pool section that is optional.  When you encounter a pool, you add it in and have access to all your prebuilt pool comments!

To add an optional section, click "+ Section" or "+ Item" in the Template Editor:

Then enter the name and choose "Optional":

Within a few minutes, it will be available in the report writer.  To add in your optional sections/items, hit "+ Section" or "+ Item":

Optional sections/items are on top:

Or on the web interface, hit "+ Section," then hit "Add an Optional Section."

Select your section/item and you're all set!

Changing an Existing Required Section or Item to Optional

To make an item or section already in your template optional, hover over the desired item and hit the pencil icon.

Then, under the Optional/Included dropdown, switch the setting from included to optional.

Your existing item will now be optional!

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