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TemplatesInspections

A comment library for your reports

Save the narratives and findings you write over and over, drop them into any inspection in one click, and personalize them with merge fields.

Most reports are built from the same few dozen paragraphs, tailored to the house in front of you. The comment library keeps those paragraphs on your template, right next to the subsection they belong to.

Build your library

Open a template, pick a subsection, and scroll to Comment library. Each comment is either a narrative, inserted into one of the subsection's multiline text fields, or a finding, which fills in a warning's message, recommendation, and severity.

Comments can include merge fields such as the client's name, the property address, or the inspection date. They show as chips while you write and are filled in with the real values when the client opens the report.

Use it on site

While filling out an inspection, a Comments button appears next to any multiline field whose subsection has narratives, and a Use comment button appears next to every warning's message. Search, pick, and then edit the text for this particular house. The comments you reach for most float to the top.

Keep it up to date

When you reword a comment on an inspection, the inspection's Template step notices. For each piece of text you can update the comment it came from, update a different one, or save it as a new comment, so your library gets better with every report.

Rich text for findings

Warning messages and recommendations now use the same editor as your narratives: bold, lists, and links all carry through to the report and PDF.