Skip to main content
Version: Legacy

Templates

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 report, and in any report's General tab.

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.

Clicking the Merge Template button in any report's General tab will update the template with any updates made since the report was created, but will not overwrite report data.

Default inspection templates​

The following default inspection templates are available in Eneris:

General​

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

Commercial inspections​

  • Commercial template

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

Supplementary reports​

  • Florida - 4-Point Inspection Template
  • Florida - Wind Mitigation Template
  • Texas - TREC REI 7-6 Template

Review included templates​

  1. Select Templates on the left-hand sidebar.
Overview of templates page
  1. As seen above, Eneris includes a wide range of ready to use residential and commercial property inspection templates. These templates were created after careful consideration of the Standards of Practice (SOP) for various regions.

Add new items to a template​

We recommend starting with a pre-loaded template and customizing it for your needs.

  1. Select View/Edit button beside any template.
View/Edit button for templates
  1. Select the system that needs an additional item. e.g., Electrical.
Select system for editing in the template
  1. Scroll to the bottom of the item list to locate the Customize This List menu. There are options for adding, editing, and removing items.
  2. Select + Add Items.
Add an item to a system in the template
  1. An option box will appear requesting the name of the new item to add, and whether the contents and pre-loaded narratives inside the item should be left empty, or copied from another item. For this example, the new item will be named “Solar Panels" and built from scratch.
Enter the required fields to create a new item
  1. The newly created "Solar Panels" item inside the Electrical section is now seen at the bottom of the list.
Newly created item can be seen at the bottom of the list within the system

Reordering, renaming, or removing items​

To change the order of any item in the list:

  1. Select the Edit/Remove button at the bottom of the page within the Customize This List menu. All items in the list will now display an up/down arrow (⬍), a Rename button, and a Delete button.
Edit/Remove button for templates
  1. Select and hold to drag the ⬍ arrow icon upwards to move the item up the list. Release the mouse button to drop the item into its new location on the list.
Rearrange items in the list within the system

Pre-load text, graphics, and/or diagrams into templates​

Expanding into an inspection subject while in template customization mode allows for the entry of text, photos, and videos. Any information or media entered in an inspection subject during this time will always be shown in any future reports created using that template unless manually removed.