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Setting a Default Template For a Service
Setting a Default Template For a Service

How to set a default template for different Services and Fees

Katie Walls avatar
Written by Katie Walls
Updated over a week ago

Each service you create should have a default template. This allows your preferred template to be built every time you schedule that service.

  1. In order to select a default template for each of your services, go to Settings then click Services & Fees: 

    Settings 2023-10-06 at 4.57.29 PM

  2. In each Service, you will have the option to choose which template you would like to populate when that service is chosen (your default):

    Services 2023-10-06 at 4.59.02 PM

  3. Once you select the template, it will automatically populate with that default template for all future inspections:

    12340 Boggy Creek Rd 2023-10-06 at 5.00.12 PM

If you're using ISN for scheduling, you'll want to make sure each of your inspection services has a designated template for import mapping:

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