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TemplatesInspections

Template edits go back to the template they came from

When an inspection combines several templates, the Template step now handles each one on its own, so Pool & Spa edits become a Pool & Spa template instead of one giant combined template.

Adding a second template to an inspection is common: a standard home inspection plus Pool & Spa, or plus Radon. The inspection shows every section from both, and the edits you make on site can land in either.

The Template step used to treat all of that as one template. Saving your changes as a new template gave you "Standard + Pool", with every section from both. That's rarely what you want for the next job.

One destination per template

On an inspection made from several templates, the Template step now groups your changes under the template each one came from, and each group gets its own choice:

  • Update the template. The changes go back into your template, as before.
  • Save as a new template. The new template has only that template's sections plus the changes you pick. Edits to the Pool & Spa sample become your own Pool & Spa template.
  • Don't keep these changes.

Your own templates start on update, and sample templates, which can't be edited, start on save as new. So when you've changed both, one apply can update your standard template and create a new pool template.

Still want everything in one?

Combine everything into one new template instead, at the bottom of the list, switches back to a single destination for all changes.