Your process, the same on every job
Save the checklists you use most as company templates. Every crew starts from the same list, so every report covers the same ground.
- 1Start in a tapPick a template and the tasks are copied onto the job, ready to work.
- 2Save any inspection as a templateBuilt a good one on a job? Save it for next time.
- 3Templates for your tradeNew workspaces get templates for the services they offer, to adapt as you like.
Inspection templates
Questions, answered.
Do templates work offline?
Yes. Templates are kept on the phone, so you can start an inspection from one with no signal.
Who can create templates?
Admins and managers can save an inspection as a company template.
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