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Manage inspection layouts in the CMS

Learn how to open a completed inspection report in the CMS, enter edit mode, and update the property layout.

Summary

Learn how to open a completed inspection report in the CMS, enter edit mode, and update the property layout.

This article covers:


About inspection layouts

Inspection layouts (also called property layouts) control the areas (for example, Bedroom, Kitchen) and (for some report types) the items within each area that display in an inspection report.

When you edit the layout from a report:

  • You can add, rename, delete, and reorder areas (and items for condition reports)

  • Changes you save are reflected in the report after saving


Edit the inspection report

First, locate the property and open the inspection report you want to update.

  • Go to: Properties in the left menu

  • Find the property you want to edit

  • On the property row, open the inspections list using View (x) Inspections (dropdown) on the right side of the property details

  • For the correct inspection, select View report

Tip: If you see multiple inspections, check the Type, Date, and Status columns to confirm you are opening the right report.

Once the report is open, switch it to edit mode to make the layout editor available

  • At the top of the report, select Edit


Edit the property layout

After entering edit mode, open the property layout editor and make your changes.

  • Select Edit Property Layout (green button on the right side of the report)

  • In the Property layout panel, update the layout using the available controls:

    • Add an area - Type a name in New Area, then select Add Area

    • Rename an area - Select the area’s name (for example, Garage) to update the name

    • Reorder areas or items - Drag using the three‑line handle beside an area or item to change the order displayed on the report

    • Delete an area (or item) - Select the trash icon for that area/item

Condition reports

  • Edit items (condition reports only) - Expand an area using Show (x) items, then add, rename, reorder, or delete items

Note: Deleting an area or item may remove any associated photos and comments, and you may not be able to undo the change. Be cautious when deleting.

Tip: If you only need to tidy the report order, try reordering areas/items first rather than deleting and recreating them.

  • Select Save to commit your changes and exit the property layout panel

  • Select Done to exit editing mode

Note: If you select Close instead of Save, your unsaved layout changes are not applied.


What’s next?

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