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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.

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Template Builder

Template Builder (route /templates/builder) is the list hub for all inspection templates in your account. From here you initialize the pre-built TREC template, clone or rename existing templates, delete unused ones, and click into a template to edit its schema or canvas. This article is the reference for the list/hub. For per-template settings, see Template Editor. For schema-from-PDF extraction, see Schema Upload & Review.

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Screen layout

[SCREENSHOT: template-builder-list.png — desktop, the Template Builder showing the page title, a + Initialize TREC button, and a card grid (or list) of existing templates each showing template name, last-modified date, and per-card edit/rename/delete actions.] The page is straightforward:
  • Page header with title and the + Initialize TREC Template button
  • Loading state while templates fetch
  • Empty state if no templates exist (rare — every new tenant gets a starter TREC template)
  • Card grid of template entries
Each template card displays:
  • Template name
  • Standard (TREC / ASHI / InterNACHI / Custom)
  • Section count
  • Last modified date
  • Published/Draft state
  • Action buttons: Edit · Rename · Delete · Clone

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Initialize TREC Template

If your account has no templates yet (or you want a fresh starting point), click + Initialize TREC Template. A confirmation dialog opens:
Initialize TREC Template A complete TREC-compliant template will be added to your account, including all standard sections (Structural Systems through Optional Systems), TREC rating definitions (I / NI / NP / D), and pre-configured subsections and informational fields. [Cancel] [Initialize]
After confirmation:
  1. The TREC template is created in your tenant’s Firestore at artifacts/{tenant}/public/data/templates/{newId}
  2. You are redirected to the Template Editor for the new template
  3. The template appears in the Builder’s card grid
The created template is a draft — toggle it to Published in the Template Editor before mobile inspectors can use it.

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Rename a template

Click Rename on a template card. A dialog opens:
Rename Template [text input — pre-filled with current name] [Cancel] [Save]
Renaming does not break any inspections currently using the template. The inspection records reference the template by ID, not by name. Mobile inspectors will see the new name on their next template-selection load.

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Delete a template

Click Delete on a card. A confirmation dialog:
Delete Template? This will permanently remove the template. Inspections already using this template will retain their snapshot of the template data, but no new inspections can be assigned to it. [Cancel] [Delete]
After confirmation, the template is removed from Firestore. Inspections that have already started keep their copy of the template (stored at inspection-creation time). New orders cannot be assigned to a deleted template — the Order Creation Wizard excludes deleted templates from the picker.
Prefer toggling to Draft over deleting. A draft template is hidden from mobile and the Order Wizard but remains available for restoration. Deletion is irreversible.

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Clone (duplicate)

Cloning copies an entire template — schema + canvas — into a new template with (Copy) appended to the name. Useful for:
  • Creating a customized version of TREC without modifying the original
  • A/B testing template changes safely
  • Spinning up a regional variant (e.g. “TREC — Austin Metro” with location-specific defaults)
Click Clone on the card. The new template appears immediately in the grid. Edit it like any other.

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Standard column

Each card displays the inspection standard the template was authored against:
  • TREC — Texas residential
  • ASHI — American Society of Home Inspectors
  • InterNACHI — International home inspector certification body
  • CCPIA ComSOP — Commercial property
  • CUSTOM — Any non-standard schema
The standard affects:
  • AI calibration (narrative tone, severity language)
  • Rating definitions
  • Default sections at initialization time
Edit the standard in the Template Editor → Template Information section.
The Builder list does not currently expose search or filter — for a tenant with 5 or fewer templates, this is fine. If your account has many templates, common workarounds:
  • Use the browser’s Ctrl/Cmd+F to find a template by name
  • Rename templates with a consistent prefix (e.g. 2026- for 2026-archived) so they group naturally
  • Delete unused templates (or move them to Draft)
A future enhancement (planned) will add search and tag-based filtering.

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Click to edit

Clicking the template card body (not an action button) navigates to:
  • /templates/builder/:templateId — opens the Template Editor for that template
From there you can edit settings, schema, canvas, and visual design via tabbed navigation.

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What this page does NOT do