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Go to Templates → New template, or pick a library template and choose Copy and customize. To walk a library template as it is, choose Start inspection — no copy needed.
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Add sections and items. Each item is answered one way: Good / Fair / Poor, Done / Not done, Yes / No, Pass / Fail, or a number. Choose whether a flagged item needs a photo, and a trade if you want one suggested for the work order.
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Save. It shows first in the picker for everyone in the workspace.
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Editing a template later doesn't change reports already produced — each report keeps the version it was walked with.
There's no Word or Excel import: rebuild your checklist here, starting from the closest library template. If an item won't fit the answer types, write to us from Help & support.
Didn't answer it? Write to a person — a person answers, and the answer becomes an article.
Free: 3 inspections a month on up to 3 properties, no card. Paid plans from $29/month, one flat price for the whole workspace. Pricing