Once you create a custom template, you'll be taken to the Template Details page. This page features a header and three main columns: Sections, Features, and Feature Details.
Sections
Templates include Sections for every possible room or area that could be set for a property. This ensures that you don’t forget to set up features and questions for any room or area included in an inspection when "All rooms and areas of a unit" is selected.
A section will only appear in an inspection if it contains at least one feature. Sections with zero features will not be shown in inspections created from the template.
Sections are presented in the inspection in the order listed in the template. You can adjust this by dragging and dropping sections to your preferred order.
You can add custom sections to a template that aren't tied to a specific room or area, like sections for "Pets", by selecting “Add Section” from the 3-dot menu in the Section header. These manually added sections will always be shown (as long as they contain at least one feature) in inspections, regardless of the property's rooms or areas.
Features
To add a feature to your template:
Enter a feature name
For example, “Front Door - Exterior and Interior”.
Add feature instructions
These are the instructions users will see when prompted to take photos. For example, “Take several pictures of the inside and the outside of the front door in its entirety”.
Edit Feature Settings
Once a feature is added, a Settings gear icon will appear next to the feature name. Clicking this icon opens a Settings window where you can customize the following options:
Feature Condition Rating
Controls whether users must enter a condition rating (Good, Fair, Poor) for the feature. This defaults to "On." If set to "Off," the rating prompt will not appear in the inspection.
Number of Photos Required
Sets the minimum number of photos required for the feature. The default is 1.
Reference Photos
You can add reference photos to help guide users. If added, a "See Example" link will appear at the end of the feature instructions. Users can click this link to view the reference photos.
Video enabled
Allows video capture for specific features. This is turned off by default.
Add Feature Questions
You can add one or more questions to a feature. To do this, select the ‘Add Question’ icon from the Feature menu. You can choose from four question types:
Yes/No
Multiple Choice
You can set it as either single-select or multi-select. For multi-select, it's a good practice to include an option like "None of the above."
Open Text
Asset Capture
Allows users to capture model and serial numbers for appliances or other products. A scan icon will appear next to the question during inspections, guiding users to photograph appliance labels. Using OCR, RentCheck will attempt to automatically capture the model and serial numbers, or users can enter them manually if needed.
Questions will appear in the order listed in the template. You can drag and drop questions to reorder them.
Quick Tips for Efficient Template Setup
Finished setting up feature questions for a room or area and want to apply that setup to other rooms or sections? Click on the 3-dot menu in the Features column and select Copy Features. A window will open where you can choose which sections to copy the features to.
Need to copy a feature within a section? Select the Clone Feature icon from the Feature menu.
Want to copy a question? Select the Copy Question icon from the Question menu.
When you’re satisfied with your template, make sure you press Save and Publish.
Have additional questions? Don't hesitate to reach out to our Customer Support team via live chat.