Customize your report template to match your branding and include the information that matters most to your clients.
Step 1: Access Template Editor
Navigate to:
- Settings → Report Templates
- Or Account → Branding & Templates
Step 2: Select Template to Edit
Choose from:
- Default template
- Your custom templates
- Pre-built templates to customize
Step 3: Template Customization Options
Layout Sections
Configure which sections appear in your reports:
- Header
- Property details
- Client information
- Inspection findings
- Photos/attachments
- Recommendations
- Inspector signature
- Footer
Content Fields
Choose which fields to display:
- Toggle individual fields on/off
- Reorder sections
- Add or remove sections
Styling Options
Customize the appearance:
- Font selection
- Font size and colors
- Header/footer design
- Page numbering
- Section dividers
Branding Elements
- Add your company logo
- Include company name and contact info
- Add custom headers/footers
- Adjust margins and spacing
Step 4: Preview Template
Use the preview feature to see how your template will look before saving. Test with sample data.
Step 5: Save Template
Click "Save Template" to save your changes.
Creating Multiple Templates
You can create different templates for different purposes:
- Residential inspections
- Commercial inspections
- Limited scope inspections
- Reports with different detail levels
Step 6: Set Default Template
Choose which template is used by default when generating new reports. You can always select a different template during report generation.
Tips
- Keep templates consistent for professional appearance
- Test templates thoroughly before using with clients
- Create a light version for quick summaries
- Create detailed versions for comprehensive reports
- Keep copies of working templates before making major changes
Editing Generated Documents
If you need to make final adjustments to a specific report:
- Generate the Word document
- Open in Microsoft Word
- Make final edits directly in the document
- Save and send to client
Next Steps
Need Advanced Customization?
Contact our support team for assistance with advanced template customization options.