Set up

Critical setup step: link your SOPs correctly.

Set It Once, Use It Everywhere.

When you update your template, those changes automatically apply to all future jobs that use it.

This means:

  • You only need to link your SOPs once

  • Every report generated from this template will follow those settings

Link your SOPs before you start

Before using your template, you need to link and clearly state your Standards of Practice (SOPs).

This ensures your reports align with your actual inspection standards and helps avoid compliance issues.

Once complete you’ll be able to use this template for jobs

Step 1: duplicate the template

  • Go to Templates

  • Select Baseline Pro Global

  • Tap it, then click the duplicate icon (top right)

  • Rename it

Step 2: add your SOP URL to the disclaimer

  • Scroll to the Disclaimer page, the “Stuff”

  • Tap to edit

  • Replace the placeholder text with your official SOP URL

Step 3: update the Agreement (contract)

  • Scroll to the Agreement section (all the way down…)

  • Tap → select “2. Purpose / Scope”

  • Replace:

    (INSERT WHICH SOPS AND URL WEBSITE LNK)

    with:

    • Your SOP name (e.g., InterNACHI or ASHI)

    • Your SOP URL

Step 4: Confirm your alignment

This template is designed to align with:

  • InterNACHI

  • ASHI

If you use a different SOP, ensure all references match your chosen standard.

Important

  • This is the only required setup step before using your template

  • Everything else is already configured and ready to use

  • These sections are designed to meet or exceed InterNACHI and ASHI standards

Need help?

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