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Templates
Templates
Template importing, editing, sharing, and customizing
+4
42 articles in this collection
Written by
Michael Wagstaff,
Kevin Wagstaff,
Casey
and 4 others
Templates Demo (VIDEO)
Wondering what you can customize on your Templates? Check out this video on the Template Editor Overview to find out!
Written by
Katie Walls
Updated over a week ago
Basics
Templates and Reports
What's the difference between a template and a report?
Written by
Michael Wagstaff
Updated over a week ago
How to Add a Template to Your Account
Spectora has several prebuilt default templates ready for you to use. Here's how to add them to your account from the Template Center.
Written by
Michael Wagstaff
Updated over a week ago
Renaming a Template
Change the name of your template
Written by
Casey
Updated over a week ago
Template Basics: Sections, Items, and Comments
Templates in Spectora have a specific hierarchy - here's the terminology we use and some info about each.
Written by
Michael Wagstaff
Updated over a week ago
What does Default to Checked Mean?
Having a comment always default to being active in a report.
Written by
Casey
Updated over a week ago
Adding Default Photos to Your Reports
Learn how to add a default photo to your reports by adding them in the template editor.
Written by
Kevin Wagstaff
Updated over a week ago
How to customize and auto-populate comments in your template (VIDEO)
Learn the basics of customizing comments in your template so they auto-populate in your reports.
Written by
Kevin Wagstaff
Updated over a week ago
How to edit Standards of Practice
Written by
Michael Wagstaff
Updated over a week ago
Editing the Standards of Practice in a Template
Where to edit the SOP for the Template
Written by
Casey
Updated over a week ago
Taking Maintenance, Safety, or Recommendations out of the Summary
How to change what appears in the Summary
Written by
Casey
Updated over a week ago
Using optional sections/items
Add optional sections and items to keep your template streamlined yet ready for anything. Here's how.
Written by
Michael Wagstaff
Updated this week
Change Optional Section/Item to be Included in Every Report (Grey to Blue)
Don't see sections or items on your report that are in your template? You might just need to change optional sections to included
Written by
Casey
Updated over a week ago
How to add your signature to a report
It's easy to add a signature to your reports.
Written by
Michael Wagstaff
Updated over a week ago
Copying a Section to Another Template
Transfer sections between templates
Written by
Casey
Updated over a week ago
Adding a Link to a Comment
Adding a hyperlink to a website in a comment
Written by
Casey
Updated over a week ago
Add a Defect to a General/Info Only Item
Adding a Red comment to a section where it doesn't appear
Written by
Casey
Updated over a week ago
Copying a Template for Editing
Duplicate your template
Written by
Casey
Updated over a week ago
How to Delete a Template
Removing a template from your template list
Written by
Casey
Updated over a week ago
How to Alphabetize Comments In a Template
Alphabetize info limitations defect observations in Template
Written by
Casey
Updated over a week ago
Adding mobile reminders for yourself in your templates
Add reminders for any section or item in your template so be sure you don't miss anything!
Written by
Michael Wagstaff
Updated over a week ago
Template Settings
How to make the PDF Summary Text-Only
Making your PDF summary without photos!
Written by
Megan Lefebvre
Updated over a week ago
Finding and Editing Template Settings
Find and edit Item Ratings, Header Text, Defect Category Settings, Display Options
Written by
Casey
Updated over a week ago
Turning on PDF page breaks for certain sections
Looking to have page breaks on parts of your PDF?
Written by
Megan Lefebvre
Updated over a week ago
Renaming Defect/Observation/Third/Red Category
Name the objections category in templates
Written by
Casey
Updated over a week ago
Classic Ratings vs Custom Ratings
Marking items Inspected, Not Inspection, Not Present or Deficient and how to see your paired comments
Written by
Casey
Updated over a week ago
Custom Ratings FAQs
Customizable ratings, unlinked ratings buttons
Written by
Casey
Updated over a week ago
Where to put Header Disclaimer Text
Putting Disclaimers into the top header of your report
Written by
Casey
Updated over a week ago
Turning Item Count Bubbles On/Off
color bubbles on the report, item count, defect category counts
Written by
Casey
Updated over a week ago
Importing
How to import your Home Inspector Pro template into Spectora
HIP templates can be automatically imported into Spectora, giving you a head start on making the transition!
Written by
Michael Wagstaff
Updated over a week ago
How to Import your Template from InspectVue
Written by
Tyler Lesmann
Updated over a week ago
How to Import your Comments from Spectacular
Written by
Tyler Lesmann
Updated over a week ago
How to Import your Template from HomeGauge
If you have HG templates, our automated importers can give you a head start in pulling in all those narrative libraries into Spectora!
Written by
Casey
Updated over a week ago
How to import comments from Whisper
Export your Whisper template and Rapid Remarks to Spectora for a head-start with template building!
Written by
Michael Wagstaff
Updated over a week ago
How to Import a Narrative or Comment Library From My Current Software
Add your HomeGauge (HG), Home Inspector Pro (HIP), Whisper, Spectacular, or 3D comments and narratives
Written by
Kevin Wagstaff
Updated over a week ago
Export Template to Spreadsheet
Backup your template to computer
Written by
Casey
Updated over a week ago
How to Import your Custom Form Groups from 3D Inspection System
Importing your custom form groups to Spectora
Written by
Tyler Lesmann
Updated over a week ago
Template Center
How to add a new template in Spectora
Looking to add a new template? Need more comment libraries? Want more narratives? Whatever you call them, we make it easy for you!
Written by
Alexis Nicholls
Updated over a week ago
Where can I find Additional Templates
TREC, Mold, 4 Point, Radon, FABI, ASHI, InterNACHI, Room-by-Room
Written by
Casey
Updated over a week ago
How to Share Templates with the Community
Sharing templates, Template center
Written by
Casey
Updated over a week ago
How to share a template
Share a template with another inspector
Written by
Michael Wagstaff
Updated over a week ago
Finding Additional Templates
How to find the Template Center
Written by
Casey
Updated over a week ago