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Manage Your AI Inspections Templates

Create reusable inspection layouts so you don't have to rebuild the same structure every time you start a new inspection.

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Written by Samuel

Overview

Instead of building an inspection layout from scratch each time, you can save a layout as a template and reuse it on future inspections. This helps keep inspections consistent across your properties and reduces setup time, whether you're conducting move-in, move-out, or routine inspections.

Note: DoorLoop AI Assistant is an add-on package for some plans. However, DoorLoop One, DoorLoop Connect, and DoorLoop Multiply customers get AI the AI Assistant included as part of your plan.

Create an Inspection Template

Option 1: Create While Building an Inspection

  1. Click Leasing > Inspections on the main menu.

  2. Start a new inspection

  3. Build your layout (areas, structure, etc.)

  4. In the Inspection Layout section, click Approve Layout and select the option to Create Template

  5. The template is saved automatically in the background

You can continue working on the inspection while the template is stored for future use.

Option 2: Save an Existing Inspection as a Template

  1. Click Leasing > Inspections on the main menu.

  2. On an inspection that you want to create a template from, click the 3-dots to the right of the inspection and select Save as Template.

  3. The system will create a reusable template based on that inspection

How to Use an Inspection Template

  1. Click Leasing > Inspections on the main menu.

  2. Configure basic inspection settings.
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  3. Click Use Template when you are on the Layout Setup step.
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  4. Select your desired template

The inspection is instantly populated with the template's layout, so you can proceed without building it manually.

How to Manage Templates

Navigate to the Templates tab within Inspections to:

  • Edit templates (rename areas, adjust structure)

  • Duplicate templates to create variations

  • Delete templates you no longer need

This centralized management ensures your templates stay up to date and aligned with your workflows.

Between creating templates from scratch or from existing inspections, using them on new inspections, and managing them in one place, templates make it easy to keep your inspection process consistent across every property.

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