Building Inspection Templates

Admins have the ability to personalize inspection templates within Rooflink. To navigate to Inspection Templates select Tools>Templates>Inspection Templates, select Create

The inspection form consists of Inspection Name, Summary, and Inspection Type. Inspection Name is Required. Inspection Type choices are Pre-Inspection, Midpoint Inspection, Final Inspection, and Other. Pre Inspection links to the Inspection in the Prospect checklist. Midpoint and Final Inspection link to the inspections in the Job checklist. Multiple Pre-Inspections can be created and selected in the job by the Rep.

Once an Inspection Template is created, Individual Line Items can be created with descriptions and choices. Descriptions can be used to describe the line item in detail and will automatically populate the inspection document. We recommend leaving the description area blank on the inspection template and reserve the description area of each line item as a place the inspector can narrate the condition of each line item during an inspection. Choices are options that will be available in a drop-down menu on the inspection document. To add choices, separate each choice with a comma.