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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 in your Service & Fees

Amber Johnson avatar
Written by Amber Johnson
Updated over a week ago

For every service you create, it's advisable to have a default template. This ensures that your preferred template is automatically built as a report whenever you schedule that particular service.

Here is how to set a default Template for a Service:

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Click "Settings"

  2. Click "Service & Fees"

  3. Click to expand the service to which you want to assign a default template.

  4. Click to expand the template selection drop-down menu.

  5. Select the template(s) you want to assign to this service.

Once you have a template assigned for a service, the report will automatically build from that template whenever that service is scheduled. You can go back and edit the default template(s) at any time in your Services & Fees, simply repeat steps 1-5. Reports automatically build on the day of the inspection at 3 AM.

πŸ’‘ Tip: Keep in mind any changes made to the template do not retroactively update an already-built report!

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:

🌟 If there is not a template assigned for these services in the ISN integration, then a report will not be generated and the inspection will not import.

Frequently Asked Questions

  • Why is my template showing up twice on my inspections? How can I prevent these multiple reports?

    • If you're seeing multiple reports generating on your inspections, you may have the same template defaulted for both your primary service and your add-on services. You'll want to adjust your add-on services to use their own template (WDO template for termite inspections for example) instead of your usual template.

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