Skip to main content
Version: Latest

Form Templates

Form Templates allow for the customization of inspection lists and the pre-filling of report fields. Once saved, they are available for selection when creating a new Inspection, and when adding a new Inspection Form to an existing Inspection.

Templates are critical to an efficient inspection workflow on-site. Eneris allows for easy customization of templates and includes the most commonly used templates in US and Canadian markets to help you get started quickly.

info

If there is a template you would like to see, we would love to hear about it.

Form templates allow you to:

  • Customize what categories (e.g. Roof, Plumbing, HVAC) and components (e.g. Roof Coverings, Water Heater, Heating System) are included.
  • Define the Shared Fields that appear within each component (e.g., Perhaps you would like the Description, Condition, Risk, and Recommend Action fields to appear in every component).
  • Define component specific fields (e.g., Only the Heating Systems component would have the Heating Energy Source, Heating System Type, and Heating System Brand fields).
  • Set up field options so your responses are consistent, fast, and standardized.
  • Select default entries (e.g., General limitation statements may be the same for every inspection).

How you setup and use Form Templates is completely up to you.

  • You can stick to using our default templates.
  • You can create a master template for use in all your inspections.
  • You can create templates for specific property types (e.g., If you inspect a lot of apartments you may want to create a new template that does not include components like Fireplace or Gutters as they would not be relevant).
tip

Once created, Form Templates can be reused across multiple inspections, saving time and improving report consistency.

Default Form Templates​

The following default Form Templates are available in Eneris:

General​

  • Eneris template
    • A custom template developed by Eneris that incorporates the best parts of the ASHI, InterNACHI, CAHPI, HIABC, and ASTTBC inspection templates.

Associations​

  • American Society of Home Inspectors (ASHI) template
  • International Association of Certified Home Inspectors (InterNACHI) template
  • Home Inspectors Association BC (HIABC) template
  • Applied Science Technologists & Technicians of BC (ASTTBC) template
  • American Home Inspectors Training (AHIT) template
  • Canadian Association of Home & Property Inspectors (CAHPI) template
info

If there is a template you would like to see, we would love to hear about it.

Review default Form Templates​

Follow these steps to review the default Form Templates:

  1. Select the hamburger menu in the upper left within the app on your mobile device.
  2. Select Form templates
Form Templates menu in side bar.
  1. Select Create new template
  2. Select the template you are interested in (or create a Blank Template)
Select desired Form Template.
  1. Scroll to the bottom and enter a name for your new template.
  2. Select Create new.
  3. Select the new Form Template you just created and explore the various inspection categories
info

As seen above, Eneris includes a wide range of ready to use property inspection templates. These templates were created after careful consideration of the Standards of Practice (SOP) for various regions.

Creating a Form Template​

To create a new Form Template:

  1. Select the hamburger menu in the upper left within the app on your mobile device.
  2. Select Form templates.
Form Templates menu in side bar.
  1. Select Create new template.
  2. If you would like to create your new template using an existing template as a baseline select one from the list. Otherwise, scroll to the bottom of the list and select Blank Template to start with a clean slate.
Select desired Form Template.
  1. Scroll to the bottom and enter a name for your new template.
  2. Select Create new.
Create new Form Template.
  1. Edit your new template, as desired.
info

You can always edit the Form Template at any time.

  • Changes to a Form Template are only reflected on any new inspection that is created after the template change.

Selecting a Form Template​

There are two ways to add a Form Template to an inspection.

Adding a Form Template when Creating a New Inspection​

When creating a new inspection you must select a Form Template:

  1. Begin creating a new Inspection.
  2. At the bottom, select the Form Template dropdown.
Add a Form Template when creating a new Inspection.
  1. Select the desired Form Template.
  2. Select Create inspection.
  3. The Form Template is now loaded into the inspection, ready for use.
Form Template located in the Inspection.

Adding a Form Template to an Existing Inspection​

  1. Open the Inspection you wish to add a new Form Template to.
  2. Navigate to the Inspection Forms section.
  3. Select Add New.
Adding new Form Templates to an Inspection.
  1. Select the desired Form Template.
  2. The Form Template has been successfully loaded as an Inspection Form in the Inspection.
info

Reminder: Each Inspection can have one or more Inspection Forms associated with it. Inspection Forms allow you to associate different types of inspections with a single inspection site visit.

Applying Inspection Form changes to the Form Template​

At this time, any changes made directly in an Inspection Form are not automatically saved into your Form Template.

  • We are building a robust solution for this in the near future. Stay tuned!