> ## 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.

# Template Builder

# 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](/1nspect/admin-operator/templates/template-editor). For schema-from-PDF extraction, see [Schema Upload & Review](/1nspect/admin-operator/templates/schema-upload-and-review).

***

## 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**

***

## 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](/1nspect/admin-operator/templates/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](/1nspect/admin-operator/templates/template-editor) before mobile inspectors can use it.

***

## 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.

***

## 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](/1nspect/admin-operator/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.

***

## 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.

***

## 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](/1nspect/admin-operator/templates/template-editor) → Template Information section.

***

## Sorting and search

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.

***

## Click to edit

Clicking the template **card body** (not an action button) navigates to:

* `/templates/builder/:templateId` — opens the [Template Editor](/1nspect/admin-operator/templates/template-editor) for that template

From there you can edit settings, schema, canvas, and visual design via tabbed navigation.

***

## What this page does NOT do

* **It does not edit schema directly.** That's [Template Editor](/1nspect/admin-operator/templates/template-editor) and [Schema Upload & Review](/1nspect/admin-operator/templates/schema-upload-and-review).
* **It does not configure the canvas.** That's [Template Designer](/1nspect/admin-operator/templates/template-designer).
* **It does not show usage analytics.** Inspector-by-inspector template usage lives in [Reports → Inspector Productivity](/1nspect/admin-operator/reports-and-publishing).
* **It does not import templates from other 1nspecT tenants.** Templates are tenant-scoped; cross-tenant sharing requires manual export/import or platform-admin action.

***

## Related articles

* [Templates Overview](/1nspect/admin-operator/templates/overview) — map of the whole template area
* [Template Editor](/1nspect/admin-operator/templates/template-editor) — per-template settings
* [Schema Upload & Review](/1nspect/admin-operator/templates/schema-upload-and-review) — extract schema from a PDF
* [Template Designer](/1nspect/admin-operator/templates/template-designer) — visual canvas
* [Build Your First Template](/1nspect/getting-started/build-your-first-template) — onboarding tutorial