Creating custom templates in Spectora allows you to tailor your inspection reports to meet specific needs and preferences. This flexibility ensures your reports are as detailed and unique as the properties you inspect.
Adding New Templates
In Spectora, there are 5 different ways you can add a new template to your account:
Browse our Template Center
Start from Scratch
Clone from Another Template
Import from Another Software
Import from a Spreadsheet
Click on one of the sections below to see how to add your new template.
Browsing Our Template Center
Browsing Our Template Center
In this section, we'll guide you through the process of adding a template from our Template Center to your Template Library. Once you have downloaded the template, you will find it located in "My Templates." From there, feel free to make any modifications, edits, or changes to the template to suit your specific needs. Let's get started.
From your dashboard, click "Templates."
Click "Template Center."
Click on the template you would like to add to your library.
Click "Add Template."
For more info on utilizing our Template Center, click here!
Creating a Template from Scratch
Creating a Template from Scratch
Click "Templates"
Click the 3 dots in the top right corner
Click "Add Templates" in the dropdown menu
Click "Start From Scratch"
Enter an internal name for your template under "Name"
Enter a client-facing name for your template under "Friendly Display Name"
Click "Create Template"
The new template will load with a prepopulated section and item named "General" but no comments
Cloning a Template
Cloning a Template
To make a copy of a template, follow these steps.
From your dashboard, click "Templates."
Click the three dots in the top right corner.
Click "+Add Templates."
Select "Clone from another template."
Click "Choose Template."
Select the Template you would like to duplicate.
After duplicating, the template will be named "Original Template Name - Copy."
❇️ For more info on cloning a template, click here! ❇️
Importing from Another Software
Importing from Another Software
If you're moving over to Spectora from another software, you can easily import your existing templates! To see how to import a template from a specific software, click one of the links below.
Importing from a Spreadsheet
Importing from a Spreadsheet
If you have a spreadsheet of your template, you can easily import it directly into your Spectora account.
Click "Templates"
Click the 3 dots in the top right corner
Click "Add Templates" in the dropdown menu
Click "Import from a Spreadsheet"
Select your spreadsheet file from your computer
Click "Import Template"
The template will start building in your account
Once the template has finished building, it will populate on your screen with the title "Imported from XLS - today's date"
The template will also show with the same title in your "My Templates" list
❇️ For more info on importing a spreadsheet, click here! ❇️
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
