Inventory Base allows you to save customised sections, including default items, as Preset Blocks for easy reuse in your reports. By simply tapping the 'Add Section' button, you can quickly insert a preset, and the Manage function lets you filter and display only the sections you use most. This streamlines report creation, making templates and custom reports faster to build while providing your team with flexible, tailored options for greater efficiency.
This feature comes standard with our Team Pro plan; contact our Support team if you'd like to add this to your account.
Getting Started
1. Go to the inspection you want to edit and select Edit Report.
Locate the Section/Room you wish to configure, then click the three dots on the far right of the section:
2. After customising your section fields and columns, and optionally adding default line items, you can save the block as a Preset for future use.
From the three-dot menu, select Save as preset:
💡 The Section/Room will then be saved as a custom preset button. You will be able to add the Preset Section to any report via this button.
3. To add it to a report, scroll down to the Add New Section tab:
Your saved Preset Section will appear—click on it to add it to your report.
Alternatively, in the mobile app, tap the ADD button at the bottom right of your rooms list and select the preset from the menu.
Deleting a Preset Section/Room
Navigate to your Settings tab on your online dashboard > click on Templates:
Choose any template > click on Edit Template > scroll to the bottom of the template editor and click on Manage Sections:
Find the Preset that you want to delete, and click on Disable:
💡 When you remove a preset from this template, it will be removed from all other templates across your account.