Documentation Index
Fetch the complete documentation index at: https://help.1nspect.app/llms.txt
Use this file to discover all available pages before exploring further.
Templates Overview
Templates define the structure of an inspection — what sections, subsections, and fields appear on the mobile Capture Screen, and what shows up on the final PDF report. This article is the map for everything in the Templates area of the web admin.
For the first-time tutorial, see Build Your First Template. For the canvas/layout side, see Template Designer. For the deep dive into the data model (sections → subsections → fields), see the Glossary.
How “templates” actually work
A template is two coupled things:
| Layer | What it controls | Edited in |
|---|
| Schema | The hierarchy of sections, subsections, and fields — what the mobile inspector sees | Template Builder / Editor, Schema Upload & Review |
| Canvas | The visual rendering — colors, margins, photo grids, page headers — that drives the PDF | Template Designer, Visual Page Designer |
The pages in the Templates area
The sidebar’s Templates link defaults to /templates/builder. From there, several deeper surfaces are reachable:
| Page | Route | What it does |
|---|
| Templates hub | /templates | Card-based hub with shortcuts to the major template tools. See PDF Mapper. |
| Template Builder | /templates/builder | List of all templates with init/rename/delete. See Template Builder. |
| Template Editor | /templates/builder/:templateId | Settings (name, font, branding) for a specific template. See Template Editor. |
| Schema Upload | /templates/builder/:templateId/schema | Upload a PDF or DOCX and extract the schema with AI. See Schema Upload & Review. |
| Schema Review | /template-review or /template-editor/:id | Review the AI-extracted schema before saving. Same page, two entry points. |
| Template Designer | /templates/designer or /templates/builder/:templateId/visual-designer | The visual canvas — drag elements, configure rating scale, set default cover. See Template Designer. |
| Visual Page Designer | /templates/builder/:templateId/visual-designer | Per-page rendering rules: header style, section headers, footer. See Visual Page Designer. |
Cover Designer is separate from the Templates area — it lives at top-level /cover-designer. See Cover Designer. Covers are reusable across templates; assign a default cover to a template here.
Standards supported
Templates can be authored against several inspection standards:
| Standard | Use case |
|---|
| TREC (Texas Real Estate Commission) | Texas residential inspections — the default and most complete |
| ASHI (American Society of Home Inspectors) | National ASHI-compliant inspections |
| InterNACHI | International Association of Certified Home Inspectors |
| CCPIA ComSOP | Certified Commercial Property Inspectors Association |
| CUSTOM | Anything not matching the above |
A typical template workflow
- Start with the TREC template (pre-built and ready to use). Tap + Initialize TREC Template in the Template Builder.
- Clone before customizing. Templates can be cloned via the rename dialog — make a copy so you always have the unmodified original to revert to.
- Edit the schema — add/remove sections, subsections, and fields. Done in Template Editor or via the Schema Upload & Review workflow if you have an existing PDF you want to extract.
- Set up the canvas — colors, photo grid, finding card style — in Template Designer.
- Configure page-level styling — headers, footers, section header design — in Visual Page Designer.
- Assign a default cover — pick from Cover Designer outputs in the Template Designer’s Default Cover field.
- Publish — toggle the template to Published. It becomes available to mobile inspectors when creating a new inspection.
- Iterate — Edit the live template. Changes propagate to new inspections immediately. Already-in-progress inspections keep their snapshot of the template at the time they started.
Rating scales
Two built-in rating scales:
| Scale | Pills | When to use |
|---|
| TREC Standard | I (Inspected) · NI (Not Inspected) · NP (Not Present) · D (Deficient) | Texas residential, the default |
| Binary Pass / Fail | Pass · Fail | Commercial or specialty inspections where the four-state TREC model is overkill |
Where to read next
| Goal | Read |
|---|
| Make my first template | Build Your First Template |
| Manage the list of templates | Template Builder |
| Configure one template’s settings | Template Editor |
| Design how the PDF report looks | Template Designer |
| Upload an existing PDF and extract schema with AI | Schema Upload & Review |
| Configure per-page styling | Visual Page Designer |
| Design report cover pages | Cover Designer |
