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Customize a RentCheck Standard Inspection Template

Learn how to customize a RentCheck standard inspection template to fit your team’s needs.

Josselyn Navas avatar
Written by Josselyn Navas
Updated over 2 months ago

To edit a RentCheck standard inspection template, follow these steps:

  1. Navigate to Account.

  2. Select Inspection Templates.

  3. Select the standard RentCheck template you want to copy (e.g., Move-in).

  4. Click the 3-dot menu on the right side of the template header.

  5. Select Copy Template.

A window will open and you will be prompted to enter the initial template details.

Template Details

  • External Inspection Template Name

    A descriptive name visible to residents and others completing inspections.

  • Internal Inspection Template Name

    A name visible only to your team, shown alongside the external name in RentCheck's desktop version. This is useful for differentiating between templates with the same external name.

  • Inspection Template Description

    A description to help your team understand when and how to use the template. It will be displayed when selecting a template for an inspection.

  • Inspection Template Type

    Choose the property type: Unit, Building, or Community. If you're copying a template, this field will be pre-filled and uneditable. When creating a template from scratch, you'll need to set this field.

  • Inspection Template Access

    Select which teams should have access to this custom template. If a team has access to a template, then its members will see the template and be able to select it when creating inspections in RentCheck. Team members who do not have access will not be able to create inspections from the template.

  • Assign Permission Groups

    Select which permission groups should have access to this custom template. If a permission group has access to a template, then its members will see the template and be able to select it when creating inspections in RentCheck. Team members who are not in this permission group will not be able to create inspections from the template.

  • More Options

    Add company contact information for residents to use when they have specific requests or questions about an inspection. These contact details will be included in RentCheck inspection invitations and scheduled reminders.

Unit Templates

For unit templates specifically, you’ll need to specify whether the template covers:

  • All rooms and areas

    Automatically includes all rooms and areas of the unit (e.g., for move-in/move-out or routine inspections).

  • Enable fast track

    Allows for quicker inspections (under 10 minutes), focusing on room photos without individual features or questions.

  • Specific features

    Includes selected features (e.g., air filters, landscaping), which are set by default in the template.

Have additional questions? Don’t hesitate to contact our Customer Support team via live chat.

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