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Creating a new inspection template especially a longer one can be time consuming, if you need to create a new template that only has a couple of changes you may now copy an existing template.
- In the left hand sidebar menu click on CRM Tools (1), Inspections (2) then Templates (3).
- Double click or click on the pencil icon right of the desired inspection to open it.
- Click on the Star icon (4) located in the top right hand corner of the Inspection Template banner and select Copy Template (5).
- A pop up window will appear to prompt you to name the new template, enter the desired template name and click the green Continue button.
- The screen will now refresh showing the new template and you will see a green confirmation in the lower right of the screen that the template has been copied.
- Make the changes you need and scroll down to the bottom of the page and click on the green Save icon to save the changes you have made.
