How to add a checklist template

Checklist templates in myInspections are a powerful feature designed to save you time and ensure consistency across all your inspections. Whether you’re managing a few properties or a large portfolio, checklist templates allow you to standardise your processes, reduce manual input, and maintain professional reports.

What Are Checklist Templates?


Checklist templates are pre-defined inspection checklists you can create, save, and reuse across different properties. Instead of starting from scratch every time, you can quickly import a saved template for a specific type of property or room, ensuring all key inspection points are covered.

For example, you can create a “Standard Living Room Inspection” template with items like “Check smoke alarm” and “Inspect walls for damage.” Once saved, this template can be applied to any new living room space across your properties.

How to Add a Checklist Template


Checklists are available on the Pro & Business Plans - if you're on the free plan you can start a 14-day free trial here

Follow these simple steps to create and save your first checklist template:

  1. Visit the Properties Page — Log in to the myInspections web dashboard and go to the Properties page.
  2. Select a Property — Choose the property where you’d like to create or update a checklist template.
  3. Edit the Space/Room — Click the pencil icon next to the space or room where you want to customise the checklist.
  4. Make Changes to the Checklist — Add or update items to suit your specific inspection needs.
  5. Save the Checklist as a New Template — Click the checklist menu [ ⋮ ], and select Save checklist as a new template.
  6. Use the Template for Future Spaces/Rooms — When adding new spaces or rooms to a property, you can select Import Template to quickly load your saved checklist.

Why Use Checklist Templates?


  • Consistency Across Inspections: Ensure every inspection is thorough and standardised, regardless of who conducts it.
  • Save Time: Eliminate repetitive work by using templates instead of creating checklists manually for each space.
  • Professionalism: Present well-structured and complete reports to landlords, tenants, or other stakeholders.
  • Adaptability: Tailor templates to match specific property types, space requirements, or regulatory standards.

Tips for Maximising Checklist Templates


  • Start with Commonly Used Spaces — Focus on areas like kitchens, living rooms, and bathrooms where inspections often have recurring items.
  • Customise for Property Types — If you manage different property types (e.g., residential vs commercial), create templates tailored to each.
  • Involve Your Team — Gather input from staff to make sure your templates cover all critical inspection points.
  • Update Regularly — Revise templates as your needs evolve or regulations change.

Not on a Business Plan? Try Checklists for Free!


Checklist templates are available on our Landlord, Manager and Team plans, offering a premium level of control and efficiency for your inspections. If you’re currently on a free plan, you’re missing out on this time-saving feature.

We offer a 14-day free trial of all our plans so you can explore all the benefits of checklist templates—no commitments, no hassle. During your trial, you can:

• Build and save customised templates.
• Apply templates to properties for consistent, professional inspections.
• See how templates can streamline your workflow and impress your stakeholders.

Sign up for the 14-day free trial today and discover how checklists can transform your inspection process!

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