Naming Inspections and Using the Final Template
Name every inspection with the same variables so jobs are easy to find, and require 25 photos on the final draw.
Runs on: Desktop and tablet. A web app you open in a browser; it is not built for phones.
Quick Reference
Click the sliders icon in the Inspection Name field.
Tick Stage #, Inspection start date, or Project name.
Check the sample preview. Names are limited to 50 characters.
For the last draw, set Utilize "Final" Template to Yes.
Before You Start
You have a Quick, Custom, or Workflow order form open.
Step 1 — Configure the Name
Pick the variables
Click the sliders icon in the name field to open Configure Variables. Tick Stage # (ST), Inspection start date (ISD), or Project name (PN). Add a short complement if you need one, then check the sample preview.
Step 2 — Turn On the Final Template
Flip the toggle to Yes
Set Utilize "Final" Template to Yes on the final draw. The inspector cannot submit until 25 photos are attached.
Tips
DO
- •Use the same variables on every order.
- •Turn on Final only for the final draw.
WATCH FOR
- •Names are limited to 50 characters, variables included.
- •With Final on, the inspector cannot submit with fewer than 25 photos.
Troubleshooting
Lender workflow
- Name inspections and use the Final template (this guide)
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