Spectora

How to share a template - Video

Wondering what you can customize on your Templates? Check out this video on the Template Editor Overview to find out!

Templates Demo (VIDEO)

How to unshare a template that is shared to the community or was shared by mistake

Unshare a Template from the Community

Jazmin Fulton

Support Team

Michael Wagstaff

Template importing, editing, sharing, and customizing

Templates

Learn about each comment type and how they work in your template/report.

Template: Breakdown of Informational Comment Types

Automatically pull your signature and TREC license number for this TX-specific form

How to add your TREC credentials to the TREC 7-6 form

What's the Difference Between a Template and a Report?

Spectora has several prebuilt default templates ready for you to use.  Here's how to add them to your account from the Template Center.

How to Add a Template to Your Account

Renaming a Template

Templates in Spectora have a specific hierarchy - here's the terminology we use and some info about each.

Template Basics: Sections, Items, and Comments

Having a comment always default to being active in a report.

What does 'Default to Checked' Mean?

Learn how to add a default photo to your reports by adding them in the template editor.

Adding Default Photos to Your Reports

How to edit Standards of Practice

How to change what appears in the Summary

Remove Maintenance, Safety, or Recommendations from Summary

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

Using optional sections/items

Don't see sections or items on your report that are in your template? You might just need to change optional sections to included.

Change Optional Section/Item to be Included in Every Report (Grey to Blue)

It's easy to add a signature to your reports.

How to add your signature to a report

Copying a Section to Another Template

Adding a hyperlink to a website in a comment

Adding a Link to a Comment

Adding a Red comment to a section where it doesn't appear

Add a Defect to a General/Info Only Item

How to duplicate your template to use for editing

Copying a Template for Editing

Removing a template from your template list

How to Delete a Template

Alphabetize info limitations defect observations in Template

How to Alphabetize Comments In a Template

Add reminders for any section or item in your template so be sure you don't miss anything!

Adding mobile reminders for yourself in your templates

Basics

How to get rid of the Overview tab so the Information tab displays first in a report

Removing the Overview Grid from Reports

How to change your Defect Label

How to make the PDF Summary Text-Only

Find and edit Item Ratings, Header Text, Defect Category Settings, Display Options

Finding and Editing Template Settings

Looking to have page breaks on parts of your PDF?

Turning on PDF page breaks for certain sections

Marking items Inspected, Not Inspection, Not Present or Deficient and how to see your paired comments

Classic Ratings vs Custom Ratings

Putting Disclaimers into the top header of your report

Where to put Header Disclaimer Text

color bubbles on the report, item count, defect category counts

Turning Item Count Bubbles On/Off

Katie Walls

David Pitassi

Megan Lefebvre

Template Settings

Looking to import an excel file as a template? Look no further, here's how!

How to Import a Template from a Spreadsheet

How to bring your template from InspectIT into Spectora

Importing your InspectIT Template

HIP templates can be automatically imported into Spectora, giving you a head start on making the transition!

How to import your Home Inspector Pro template into Spectora

How to Import your Template from InspectVue

If you have HG templates, our automated importers can give you a head start in pulling in all those narrative libraries into Spectora!

How to Import your Template from HomeGauge

Export your Whisper template and Rapid Remarks to Spectora for a head-start with template building!

How to import comments from Whisper

Export Template to Spreadsheet

Add your HomeGauge (HG) and Home Inspector Pro (HIP) comments and narratives

How to Import a Narrative or Comment Library From My Current Software

Importing

Looking to add a new template? Need more comment libraries? Want more narratives? Whatever you call them, we make it easy for you!