HWIT Reporting - Building and Managing Templates

Creating a New Template

1. In the desktop app, go to Manage Lists → Report Templates.
2. Tap New Template.
3. Give the template a clear name — for example, Standard Weekly Check or Luxury Condo — Full Inspection.
4. Optionally add a description to help your team know when to use it.
5. Choose whether the report requires a signature (the cech signs off at the end).  You can also choose whether you wish to include the property’s address or the report start time on the final report to the client. There is also an option to show the customer’s name or replace it with the customer’s KeyID on the report for extra security if you wish.  You can also choose if you wish to timetamp and/or GPS stamp every photo as it is saved to the report.
6. Tap Save. The template starts as a Draft — it won’t be available to assign to schedules yet.

Adding Sections

Sections organize your questions into logical groups. Think of them as pages or tabs — Exterior, Kitchen, Living Areas, Security, etc.

1. Open your template and tap Add Section.
2. Enter the section name.
3. Drag sections into the order you want them to appear during the inspection.

Tip: The technician sees one section tab at a time on their phone. Keeping section names short helps — they display as tabs across the top of the screen.

Adding Questions

1. Tap a section to open it, then tap Add Question.
2. Write the question text — phrased as a statement or question the technician will respond to. For example: Smoke detector functional or Are all windows locked?
3. Choose a Response Type (see below).
4. Mark the question Required if the technician must answer it before completing the report.
5. Tap Save.

Repeat for each question. Drag questions to reorder them within the section.

Response Types

When you add a question, you choose how the technician will answer it.

Built-in Response Types include: Checklist, Yes/No, Yes/No (where No is the positive response), Pass/Fail, or an Open Text field to fill in.  A special Response Type is: Display Only which will display text on the customer’s final report but does not allow for any answers or photos.  You would use this to add a Disclaimer or other embedded notes in the final report.

Custom Multiple Choice

Need more than two options? Create a custom response Set.   You can edit the response set right from the question screen — remember that this will affect ALL templates!  To learn more about adding/editing Response Sets specifically please see below.

Note: A custom response set is available to all templates in your company. Build it once, use it everywhere.

Assigning a Template to a Schedule

Templates don’t do anything on their own — they need to be connected to a schedule so the right form appears when a technician starts an inspection.

1. Open the property’s schedule (on the Schedules screen).
2. Edit the schedule and select the template from the Report Template dropdown.
3. Save the schedule.

From this point forward, every inspection generated from that schedule will use that template.

Cloning a Template

If you want to start a new template based on an existing one:

1. Go to the template you wish to copy/clone on the Templates List.
2. Tap Clone icon.
3. Give the copy or clone a new name.
4. The clone opens as a Draft — edit it however you like before publishing.

Tips for Good Templates

• Keep section names short — they appear as tabs on a small phone screen.
• Order questions the way the technician moves through the property — from the front door through each room and back out. It speeds up the inspection and reduces missed items.
• Use Required sparingly — only mark a question Required if the report is genuinely incomplete without it. Too many required fields frustrates technicians.
• Use color intentionally — green for good, red for problems. Inverted Yes/No is useful for questions where “Yes” means there is an issue

Managing Response Sets

You can add/edit any of the Response Sets within the system easily.  By having Response Sets set at a company level, it makes it easy to update them in one place and use them in many different templates.   You can access the Response Sets manager by going to the Template List (Lists/Edit Templates), and clicking the Response Sets icon on the bottom left.

All of your Response Sets display and you can edit, move, or add a new Response Set from this screen.  Let’s say you wish to add a new Response Sets to report on the weed growth around a pool lanai.  Click +New Response Set.

Give your new Response Set a name, and select the type of list it will be.  Most likely you will use the Multi-Choice type so that you can define different answers for the questions in a nice list format:

Once you click OK, you will be taken to the editor screen.  Click Add New choice as many times as you need to add the different choices available.  Enter the descriptions and select the follows

When doing a multiple-choice list, it is important to also update the “AI Meaning” column as that is what your AI Assistant will use as a reference when completing the report.  Let him know which answer to mark when Passing, Failing, or in between by selecting Pass, Neutral or Fail.

Once you Save your new Response Set you will be able to use it on any report template within the system.  Should you decide to edit the actual responses available later, just come back to the Response Sets management, update the list, and the new responses will be pushed through all of the templates using this Response Set.