Customizing Templates, Chapters, Pages and Components
Learn how to customize templates, rearrange chapters and pages, manage components and make permanent changes through the Library in inspectagram. :contentReference[oaicite:0]{index=0}
Why This Matters
Every inspection business is different.
While the Baseline Pro Global template already contains the content needed for the vast majority of inspections, there may be times when you want to adjust the structure, add specialty content or customize components to match your workflow.
Understanding how customization works helps you make changes efficiently while maintaining a clean, organized reporting experience for your clients.
Recommended Approach
Start With The Existing Structure
Before creating anything new, explore the existing template structure and search the library.
The inspectagram library contains more than 7,000 components along with many pre-built Focus Pages that can be added as needed.
In most cases, the content you need already exists.
Customize only where necessary and avoid rebuilding content that is already available.
The One Rule To Remember
Library = Permanent
Job = Temporary
Changes made during an inspection only affect that specific job.
Changes made through the Library become part of the template and are available in future inspections.
If you want a customization to persist, it must be made through the Library.
Accessing Template Customization
Templates are managed through the Library.
To customize a template:
- Open the Library.
- Select the template you want to modify.
- Open the template.
- Tap Edit at the top of the screen.
All chapter and page customization begins from the Edit screen.
Editing Chapters
Chapters are the major report sections that appear in the report table of contents.
Examples include:
- Roof
- Exterior
- Garage
- Attic
- Interior
- Kitchen
- Bathrooms
- Plumbing
- Electrical
Rearranging Chapters
To rearrange a chapter:
- Open the template.
- Tap Edit.
- Press and hold the hamburger icon on the left side of the chapter.
- Drag the chapter to the desired location.
The order of chapters affects both the inspection workflow and the report layout.
Removing Chapters
The chapters displayed in white can be removed if they are not required.
To remove a chapter:
- Toggle the chapter off.
- Tap the red trash can icon at the top of the screen.
Important: Once a chapter is deleted from a template, it cannot be automatically restored. Consider duplicating a template before making major structural changes.
The Delete Me Chapter
The Delete Me chapter is included as a training tool to help users understand template customization.
It should be removed before using the template for client inspections.
Understanding Locked Pages
Some pages are built into the report structure and cannot be rearranged.
These include:
- Cover
- Elements
- Method
- Table of Contents
- Thank You Page
- Disclaimer
- Icons and Legends
- Summary
These pages help support the overall report experience and maintain consistency throughout the report.
At a minimum, the following pages should remain active:
- Cover
- Elements
- Table of Contents
Editing Pages
Pages live within chapters and contain inspection content and components.
To edit pages:
- Open the desired chapter.
- Add, remove or rearrange pages as needed.
Unlike chapters, pages can be added back later if removed.
Focus Pages
Focus Pages are pre-built pages designed for specialty systems or features.
Examples include:
- Sauna
- Steam Room
- Elevator
- Chimney
- Hot Tub
- Sump Pump
- Sub Panel
- Lower Attic
Before creating a new page, check whether a suitable Focus Page already exists.
Extra Pages
Extra Pages are included within chapters and can be used whenever additional photos or observations are needed.
Additional Extra Pages can also be added to a chapter during an inspection or saved within a customized template.
In many cases, an Extra Page is a better solution than creating an entirely new page.
Working With Components
Components are customized through the Library.
The library contains more than 7,000 known components and should always be searched before creating a new one.
Using Components During An Inspection
If additional content is needed during an inspection, you can:
- Add a Focus Page
- Use an Extra Page
- Add an existing component
Within an Extra Page, you can:
- Add a component
- Rename the component
- Assign a rating
- Customize the Issue
- Customize the Action
- Customize the Summary Note
This provides flexibility without permanently changing the template.
Modifying Existing Components
Before creating a new component, search the library.
If a similar component already exists:
- Open the component.
- Tap Duplicate.
- Customize the duplicated version.
This is often faster and more consistent than building a new component from scratch.
Dropdown options can be:
- Added
- Removed
- Modified
to match your reporting requirements.
Creating A New Component
Only create a new component after confirming that a suitable version does not already exist in the library.
To create a new component:
- Open the Library.
- Select Known Components.
- Tap the plus (+) button.
- Add a thumbnail image.
- Enter the component name.
- Configure the desired dropdown options.
- Add search tags to make the component easier to find in the future.
- Save the component.
The new component can then be added to pages and templates as needed.
Common Mistakes
Making Changes During A Job And Expecting Them To Save
Changes made during an inspection only affect that inspection. Permanent changes must be made through the Library.
Creating New Components Before Searching The Library
Most commonly used inspection items already exist. Search first.
Deleting Chapters Without Understanding The Impact
Once a chapter is removed from a template, it cannot be automatically restored. Consider duplicating a template before making major changes.
Creating New Pages Unnecessarily
Focus Pages and Extra Pages often provide a better solution than building entirely new pages.
Over-Customizing Templates
The Baseline Pro Global template already contains the structure needed for the vast majority of inspections. Start with the existing framework and customize only where necessary.
Frequently Asked Questions
Can I rearrange chapters?
Yes. Chapters can be rearranged using the hamburger icon while in Edit mode.
Can I rearrange locked pages?
No. Locked pages cannot be moved within the report structure.
Can I add pages back after deleting them?
Yes. Pages can be added back later.
Can I add a deleted chapter back?
Not automatically. Consider duplicating templates before making major structural changes.
Should I create a new component or duplicate an existing one?
In most cases, duplicating and modifying an existing component is faster and more efficient.
When should I use an Extra Page?
Use an Extra Page when you need additional photos or observations without permanently changing the template structure.
Key Takeaway
Most inspectors will never need to build templates from scratch. Start with the existing template structure, search the library before creating anything new and make permanent changes through the Library. Focus Pages, Extra Pages and the library's 7,000+ components will usually provide everything needed to customize your workflow while maintaining a clean, professional reporting experience.
