Inspection Templates

Overview

To build a template, open Inspections → Templates → the Actions button → Add Template, then name it, choose Dynamic or Fixed, build the plan with Add Area and Add Item, and click Create Template. Apply a template to a property from its General property details, and tweak a single property's plan from Inspection Settings.

Create an inspection template
1
Open the Templates list
In the left sidebar, click Inspections, then Templates. Your agency's existing templates are listed here.
2
Start a new template
Click the Actions button (top right) and choose Add Template. The new template form opens.
3
Name the template
In Template Name, type a name that tells it apart from your other templates.
4
Choose the template type
Under Template Type, pick Dynamic (the plan adjusts to each property's configuration) or Fixed (the same set structure is used for every property). This is required.
5
Add the areas
Under Template plan, click Add Area for each area (a room or zone) and type its Area name. Drag an area by its handle, or use the up / down arrows, to reorder it.
6
Add items to each area
Expand an area and click Add Item, then type the item's name (for example "Walls" or "Flooring"). Press Enter to drop straight into a new item. Use the duplicate icon on an area to copy it and its items.
7
Save
When the plan is ready, click Create Template in the bar that appears at the bottom once you have unsaved changes. (The same bar has a Discard button if you'd rather abandon your edits.)

Note: A template needs a name, a type and at least one area, and every area and item needs a name before it will save. For a Dynamic template, set an area's label to Bedroom or Bathroom so Keyhook can match those areas to each property's bedroom and bathroom counts.

Duplicate a template
1
Select the template
On the Templates list, tick the checkbox on the template's row. You can tick several to duplicate them together.
2
Open the actions menu
Click the Actions button that appears above the table.
3
Duplicate it
Choose Duplicate. A copy is added to the list a moment later.
4
Rename the copy
Click the copied row to open it, change the Template Name, and click Update Template.
Apply a template to a property
1
Open the property's setup
From Properties, open the property, then click the Actions button and choose Edit property (or open Set Up Property from the left menu).
2
Open General property details
Open the General property details section.
3
Choose the template
In the Inspection Template selector, start typing and pick the template you want to use for this property.
4
Save
Click Save and continue.

Note: The Inspection Template is optional. If you leave it unset, the property falls back to Keyhook's base template rather than one of your agency templates.

Customise a single property's template
1
Open Inspection Settings
On the property, open the Inspection Settings card.
2
Open the plan editor
Click Manage your inspection plan (labelled Inspection Plan Editor on a new tenancy) to open the Edit Inspection Template page.
3
Edit the plan
Add, rename, reorder or remove areas and items — the same plan editor as the agency template.
4
Save
Click Update in the bottom bar.

Note: Editing here overrides the plan for this one property only — it doesn't change the agency-wide template or any other property. Use the Reset to agency template action to discard the customisations and go back to the assigned template.

Good to know
  • Delete sits in the same Actions menu as Duplicate on the Templates list. Deleting is permanent (Keyhook asks you to confirm), so avoid deleting a template that properties still rely on.
  • On a property's Edit Inspection Template page you can also Sync from inspection to build the plan from a completed inspection.

Frequently asked questions

What's the difference between a Dynamic and a Fixed template?

A Dynamic template adjusts to each property's configuration — areas you label as Bedroom or Bathroom are matched to the property's bedroom and bathroom counts. A Fixed template uses the same predefined structure for every property it's applied to.

How do I duplicate a template?

On the Templates list, tick the template's checkbox, click the Actions button above the table and choose Duplicate. Then open the copy to rename it and adjust its plan.

Do I have to set a template on every property?

No — the Inspection Template field in General property details is optional. A property with no template set uses Keyhook's base template.

Can I change one property's template without affecting others?

Yes. Open the property's Inspection Settings → Manage your inspection plan and edit its plan — those changes override the agency template for that property only. Reset to agency template restores it.

An existing inspection didn't pick up the template I just applied — why?

A template only affects inspections created after you set it. An inspection that already exists was built from the plan at the time it was scheduled and doesn't change when you swap the template. To use the updated plan, schedule a fresh inspection — on the property's Inspections card, choose New inspection.

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