Templates

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

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 Support Team
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 Support Team
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

Remove Maintenance, Safety, or Recommendations from Summary

How to change what appears in the Summary

Written by Support Team
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 over a week ago

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 Support Team
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 Support Team
Updated over a week ago

Adding a Link to a Comment

Adding a hyperlink to a website in a comment

Written by Support Team
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 Support Team
Updated over a week ago

Copying a Template for Editing

How to duplicate your template to use for editing

Written by Support Team
Updated over a week ago

How to Delete a Template

Removing a template from your template list

Written by Support Team
Updated over a week ago

How to Alphabetize Comments In a Template

Alphabetize info limitations defect observations in Template

Written by Support Team
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

How to change your Defect Label

Written by David Pitassi
Updated over a week ago

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 Support Team
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 Support Team
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 Support Team
Updated over a week ago

Where to put Header Disclaimer Text

Putting Disclaimers into the top header of your report

Written by Support Team
Updated over a week ago

Turning Item Count Bubbles On/Off

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

Written by Support Team
Updated over a week ago

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 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 Support Team
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

Export Template to Spreadsheet

Backup your template to computer

Written by Support Team
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), and Whisper comments and narratives

Written by Kevin Wagstaff
Updated over a week ago

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 Support Team
Updated over a week ago

How to Share Templates with the Community

Sharing templates, Template center

Written by Support Team
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 Support Team
Updated over a week ago