Summary
Learn how to apply an existing layout template to a property in Inspection Manager to quickly reuse a standard set of areas and items.
This article covers:
About applying a layout template to an existing property
A layout template is a reusable property layout (areas and items) that you can apply to other properties, such as “Typical 2 Bed House”.
Applying a template updates the property’s Property Layout & Assets, so you do not need to manually create the same areas and items every time.
Before you begin
Before you apply a template, make sure you have what you need, so the change saves correctly.
You must already have a layout template available to select in the Layout dropdown
You need access to the Inspection Manager CMS (web-based system), where properties and layouts are managed
Apply a layout template to a property
To apply a layout template to an existing property from the CMS:
Use the search bar at the top to find the property by address, owner, or tenant
In the results list, select the property you want to update
Select the Edit (pencil) icon to open the property profile
Select the Property Layout & Assets tab
In the Property Layout section, open the Layout dropdown and choose the layout template you want to apply
Select Save Layout to apply the selected template to the property’s layout (areas and items list)
Select Save Property (bottom right) to save the updated property profile
Tip: After saving, quickly scan the Areas list to confirm the expected rooms and item counts appear (for example, Bedroom, Bathroom, Kitchen).