Background

In the legacy app, users could duplicate inspections to save time. However, this practice often resulted in:

• Old data being unintentionally carried over.
• Teams overlooking outdated notes or ratings.
• Misrepresentation of inspection quality.

What Changed?

The new Inspections app removes the ability to duplicate inspections. Instead, it uses Outlines & Floor Plans + Templates to achieve a similar goal—without the risks. Plus, the enhanced user experience means that on-the-go template editing is quicker and simpler.

Option #1 (recommended): Using Outlines Instead of Duplication

How It Works

1. Specify floorplan for Units (or Properties for single family users)
   • Choose a Property from the Property Picker
   • In the left menu choose>Units and Areas (Properties for single family users)
   • Click on a Unit/Property and fill out "Floorplan"
     • use a code like 1x1 (for 1 Bedroom & 1 Bathroom)
     • these codes will be used to auto-populate sections in your inspections (so you can use the same template for multiple configurations of unit or property)
   • Ensure floorplan is populated for all Units (for multi family users)/Properties (for single family users)
2. Set Up Outlines in Your Template
   • In the Manage app, open your template. Settings>Templates>[your template]
   • Download the outlines template
   • In Excel (or equivalent), under the Outlines tab:
     • define "Outlines" with the same codes you used in the "Floorplan" fields for Units/Properties (e.g., "1 x 1" or "2 bed 2 bath)
     • For each outline, specify how many of each section (e.g., bedrooms, bathrooms) should appear.
     • Save as .xls
   • On the Template page, from the overflow menu (three dot icon), choose "Import Template"
     • import the .xls that you imported
     • you can choose to create a new template or replace an existing template
   • For more detail visit: Editing Floorplans
3. Creating Inspections Using Outlines
   • In the mobile app, start a new inspection.
   • Choose the unit/property (with a floor plan you entered in Step 1).
   • Choose the inspection template (that respects your new outlines you defined in Step 2)
   • The app uses the outline to load only the relevant sections (e.g., 3 bedrooms, 2 bathrooms).

What If There’s No Floor Plan?

You’ll be prompted to choose a layout from the available outlines when starting a new inspection.

Benefits

• No outdated data is carried over from a previous inspection (previously entered ratings)
• Sections and items match the property’s layout.
• Faster inspection creation and operation with fewer chances for error and less editing the inspection.

Option #2: Duplicating a Master Template

Use Case

If outlines don’t fit your workflow, you can create a Master Template and duplicate it as needed.

Steps

1. Build a Master Template
   • Include all possible sections for all Units/Properties. You won't use this to create inspections but rather to duplicate and edit.
2. Go to Templates in Manage
   • Click the overflow menu (⋮) next to the template.
3. Select 'Duplicate' and Customize
   • Click on the duplicate and name it to suit your Unit/Property.
   • Edit Template by customizing sections for a specific property.

This allows for high customization while retaining basic structure and data consistency.

Usability improvements

Delete Sections Quickly

• Tap Edit Sections in the inspection.
• Remove multiple sections at once (e.g., Powder Room, Garage, Basement).

Add Sections Easily

• Tap the + Add Section button.
• Choose from all available sections in the template.

Navigate Efficiently

• Use the section picker to jump between rooms.
• No need to reorder—just skip to what matters.

Default Ratings

• Set default values (e.g., all items rated "Good") in the template to speed up inspections.

Bulk Apply Ratings in the App

• Tap and hold a rating to apply it across a section or entire inspection.