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Introduction to Custom Templates
Josselyn Navas avatar
Written by Josselyn Navas
Updated over a week ago

Tired of one-size-fits-all inspection forms? You can now tailor your RentCheck inspections using custom templates to match your business’s unique needs.

What can I do with custom templates?

  • Customize inspection features and questions

  • Control rating and photo requirements

  • Provide specific instructions

Easily set up templates for HVAC and air filter inspections, drive-by inspections, lease violation inspections, and more – offering endless possibilities!

How can I start using Custom Templates?

Custom Templates - or Customization - is included in the $1.25 RentCheck Professional Plan.

To begin creating your custom template:

  1. Navigate to “Account”.

  2. Select “Inspection Templates”.

  3. Select “Create

  4. Choose between “Unit Inspection Template”, “Building Template” or “Community Inspection.”

  5. Choose between “Start from Scratch” or “Start from a template".

  6. Fill out the Template Details page.

  7. Select “Create”.

  8. Begin customizing your inspection template.

Start from a template

Customization allows you to begin creating your inspection from a standard RentCheck inspection template. Don’t want to reinvent the wheel but need to add 1 more section? No problem! The Inspection Templates page displays a library of templates you can choose from. These include RentCheck standard inspection templates, along with any templates you have created or have been shared with you. RentCheck Standard Inspection Templates include:

  • Move-in

  • Move-out

  • Periodic

  • Annual

  • Turn

  • Pre-acquisition

  • RV lot

  • Maintenance Check

  • Maintenance/safety check (building inspection template)

  • Community maintenance check (community inspection template)

Once you select the template to build off from, you will see the Inspection Template name will be “COPY - [Template Selected].” You can tailor the template name to your team’s needs.

Start from scratch

Customization also allows you to build your inspection template from scratch. From the Template Details page, you’ll notice you need to fill out the following information:

  • External and internal template name (External will be shown to residents and internal is for the team's reference)

  • Template description

  • Inspection Template Type (Unit, Building, or Community)

  • Sections of the template to be covered (all rooms/units of the unit or specific features).

  • Fast track option

  • Teams

  • Permission Groups

Once you fill out the template details, you can explore all that customization has to offer, from adding new features, to deleting features, and creating your own questions and requirements. Be sure to "Save" you changes and once you are ready, hit "Publish."

Have additional questions? Feel free to contact our Custom Support Team via live chat. Happy customizing!

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