Skip to main content

Set Up Service Center Inspection Templates

Standardize property checks with customizable templates for consistency and efficiency.

Create reusable inspection checklists with zones so every unit meets your standards before check-in, during a stay and after check-out.

If you don't want to build your own, DoorSpot includes a ready-made Inspection Form Template you can use for all units.

Process flow

Service Center → Inspection Templates → New template → add a title and zones → Create → use it to create inspections

Create an inspection template

  1. In the left sidebar, go to Service Center → Inspection Templates.

  2. Click New template. The Inspection template editor opens.

  3. Enter a Title (required), e.g. 2 BR standard inspection.

  4. Set up the Zones (required). Example zones are added for you, such as Bedroom #1, Bathroom #1, Kitchen, Living area, Carpets and Window blinds.

    • To add a zone, type its name in the empty field and click Add zone.

    • To remove a zone, click the red ✕ next to it.

    • To reorder zones, drag the handle on the left.

  5. Click Create.

Manage templates

The Inspection Templates list shows each template's Title, number of zones and zone list. Click the ⋯ menu next to a template to:

  • Create inspection from template: start a new inspection using this checklist.

  • Edit: change the title or zones.

  • Clone: make a copy to use as a starting point for a new template.

  • Delete: remove the template.

Create an inspection from a template

  1. Click the ⋯ menu next to a template and select Create inspection from template.

  2. In Create Inspection Request, choose a Unit and a Complete by date. Both are required.

  3. Optionally, add Scheduling notes for the inspector.

  4. Click Continue and finish the second step to create the inspection.

Good to know

  • Use Clone on the Inspection Form Template to customize it without changing the original.

  • Give templates clear names, such as by unit size or inspection type, so your team picks the right one.

  • Created inspections appear under Service Center → Inspections.

Did this answer your question?