How to add a property template in myInspections
Managing multiple properties can feel overwhelming, but with myInspections, you can simplify your process by creating and using property templates. Available on the Business Plan, this feature allows you to save time by standardising layouts, checklists, and settings for properties you inspect frequently. A great feature for property managers and property service businesses, this guide will walk you through how to set up a property template in no time.
What Are Property Templates?
A property template in myInspections is a reusable structure that you can apply when setting up new properties. Templates include predefined layouts, spaces, and checklist items, allowing you to hit the ground running for every inspection.
This feature is exclusively available on the Business Plan, designed for professionals managing multiple properties or teams. Want to test drive it, you can start a 14-day free trial here.
Step-by-Step: Creating a Property Template
There are two ways to create a property template in myInspections:
Create a template when creating a new property
- Visit the properties page in your myInspections dashboard.
- Add a new property.
- Select the layout builder option.
- Fill out the form to generate a property layout.
- From here, you can edit the property layout by adding or removing spaces and tweaking any checklists.
- Click the property layout menu button [ ⋮ ].
- Select save as a new template.
Next time you create a property, you’ll be able to use this layout as a template.
Create a template from an existing property
- Visit the properties page in your myInspections dashboard.
- Click the property layout menu button [ ⋮ ] for the property you want to save as a template.
- Select save as a new template.
Next time you create a property, you’ll be able to use this layout as a template.
Using Your Property Template
When adding a new property, you can select a template from the ‘Use Template’ dropdown. The system will automatically apply the layout and checklists, saving you time and ensuring consistency.
Tips for Maximising Property Templates
- Think Ahead: Consider the most common layouts you inspect and build templates for them.
- Update as Needed: Your templates aren’t set in stone. You can edit them anytime to improve efficiency or meet changing requirements.
- Stay Organised: Use clear, descriptive names for your templates to avoid confusion.
Why Use Property Templates?
- Save time setting up new properties.
- Ensure inspections follow a standardised process.
- Reduce errors and inconsistencies in reporting.
Ready to Try Property Templates?
The property templates feature is included in our Manager and Team plans, which includes additional tools like branded reports, team management, and more.
Not a Manager or Team Plan subscriber yet? No problem! Sign up for a free 14-day trial to explore how property templates and other advanced features can transform your workflow.
Start building your property templates today and experience the ease of streamlined property management with myInspections. If you have questions or need support, feel free to reach out to our team – we’re here to help!
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