Templates & Agreements

InspectIQ lets you customize your inspection agreements so they’re ready when you create a new Work Order. You can manage your standard agreement wording, create reusable templates, and use placeholders to automatically insert information from each inspection.

​

Access Templates & Agreements

1. Select Settings from the main navigation.
2. Choose Business Settings.
3. Select Templates & Agreements from the left-hand menu.

You’ll find two main areas: Agreement Template and Agreement Content.

​

Agreement Content

The Agreement Content section contains the standard wording and policies used for your inspection agreements. Expand each section to review and customize its content.

​

Inspection Content

Review the wording that describes the inspection and its general conditions. This includes information such as:

• Inspection scope
• Inspection limitations
• Purpose of the inspection

​

Policies

Configure the policies that apply to your inspection services, including:

• Cancellation Policy
• Rescheduling Policy
• Confidentiality Terms
• Third-Party Reliance Terms

​

Payment Terms

Configure your agreement’s payment requirements, including:

• Payment Terms
• Payment Due Days After Agreement

​

Signature & Legal

Review the legal provisions associated with your agreements. These include:

• Jurisdiction & Legal
• Governing Law
• Dispute Resolution
• Liability Limit
• Claim Notice Period
• Electronic Signature Consent
• Inspector Countersignature

​

Agreement Templates

Agreement Templates control the document presented to clients. InspectIQ provides a template editor where you can customize agreement wording and insert placeholders for information that changes between inspections.

​

Open the Template Editor

1. Locate the Agreement Template section.
2. Select Open Template Editor.
3. You’ll be taken to the Agreement Templates page.

Here you can view and manage your available templates.

​

Create a New Template

1. Select + New Template.
2. Enter a Template Name.
3. Optionally, enter a Template Description.
4. Configure the template’s status.
5. Add or edit your agreement body.
6. Select Save Template when finished.

You can also use Import on the Agreement Templates page to import an existing agreement template.

​

Edit an Existing Template

1. Open the Agreement Templates page.
2. Find the template you want to modify.
3. Select Edit.
4. Update the agreement content as needed.
5. Select Save Template.

You can also use Delete to remove templates you no longer need.

​

Using Placeholders

Placeholders automatically insert information into your agreement using details associated with the inspection. For example, a placeholder can represent the client’s name, the property address, or other inspection-specific information. This means you don’t have to manually update these details every time you prepare an agreement.

​

Insert a Placeholder

1. Open a template in the editor.
2. Position your cursor where you want the information to appear.
3. Find the appropriate placeholder in the Placeholders panel.
4. Select Insert variable for that placeholder.
5. Continue editing your agreement.

The editor organizes placeholders into groups, including company, inspector, client, property, inspection, and other agreement-related information.

​

Set a Default Agreement Template

You can designate a template as your default for new agreements.

1. Open the template in the editor.
2. Enable Set as default template.
3. Select Save Template.

The default template provides a starting point when generating agreements.

​

Preview Your Agreement

Before using an agreement template, review its appearance and content.

1. Open the template in the editor.
2. Select Preview.
3. Review the agreement layout, wording, and placeholders.
4. Return to the editor to make any necessary changes.
5. Save your template.

You can also access Preview Agreement from the main Templates & Agreements settings screen.

​

Before Sending Your First Agreement

We recommend checking the following:

• Your inspection scope and limitations are accurate.
• Cancellation and rescheduling policies reflect your business practices.
• Payment terms are configured.
• Legal and signature provisions have been reviewed.
• Your agreement template includes the appropriate placeholders.
• Your preferred template is marked as the default.
• You’ve previewed the completed agreement.

Once your agreement settings are configured, you can use them as part of your Work Order and scheduling workflow.