InventoryBase now makes it possible to add placeholders on templates, to include information regarding the property, inspection, contacts, clerk or company.

For example, when you enter the tag {clerk.name} into a field on a template, and then apply this template to a report, the assigned clerk's name will automatically appear in place of the tag, without the need to type it manually.

Please note: This will only work when adding tags on a template, and then assigning this template to an inspection - not when tags are added straight to an inspection.

To begin, head to Settings > Templates. Here you have the option to add a new template, or edit an existing one. If you are creating a template for the first time, follow this guide here to find out more about setting up templates. To add merge tags, open or create your template and type your placeholders as demonstrated below:

Once you have completed your template, it is now ready to apply to inspections. Add an inspection as normal and apply the template you have edited to it.

When you view and start the inspection, the tags will fill in with the relevant information as shown in the report editor below:

And in the final report:

Full list of tags:

Clerks

  • Name as {clerk.name}
  • Telephone number as {clerk.tel}
  • Email address as {clerk.email}
  • Company address as {clerk.companyaddress}
  • Address1 as {clerk.address1}
  • Address2 as {clerk.address2}
  • City as {clerk.city}
  • County as {clerk.county}
  • Postcode as {clerk.postcode}
  • Country as {clerk.country}

Clients

  • Name as {client.name}
  • Company name as {client.companyname}
  • Telephone number as {client.tel}
  • Email address as {client.email}
  • Company address as {client.companyaddress}
  • Address line 1 as {client.address1}
  • Address line 2 as {client.address2}
  • City as {client.city}
  • County as {client.county}
  • Postcode as {client.postcode}
  • Country as {client.country}
  • Website as {client.website}

Landlords

  • Name (1st landlord) as {landlord.name}

Owners

  • Name as {owner.name}
  • Company name as {owner.companyname}
  • Telephone number as {owner.tel}
  • Email address as {owner.email}
  • Company address as {owner.companyaddress}
  • Address line 1 as {owner.address1}
  • Address line 2 as {owner.address2}
  • City as {owner.city}
  • County as {owner.county}
  • Postcode as {owner.postcode}
  • Country as {owner.country}
  • Website as {owner.website}

Properties

  • Full address as {property.fulladdress}
  • Address line 1 as {property.address1}
  • Address line 2 as {property.address2}
  • City as {property.city}
  • County as {property.county}
  • Postcode as {property.postcode}
  • Country as {property.country}
  • Property reference as {property.ref}
  • Property type as {property.type}
  • Property detachment as {property.detachment}
  • Property furnishing as {property.furnishing}
  • Number of bedrooms as {property.beds}
  • Number of bathrooms {property.baths}
  • Additional areas as {property.additionalareas}
  • Property fields as {property.fields.*}

Tenants

  • Name (1st tenant) as {tenant.name}
  • List of all tenants as {tenant.list}

Inspections


Type of inspection {inspection.type}

  • Report title {inspection.title}
  • Inspection reference number {inspection.ref}
  • Inspection template {inspection.template}
  • The date the inspection was created {inspection.createdate}
  • Conduct date in full {inspection.conductdate.full} - Thursday 24th December 2020 @ 12:30
  • Conduct date in short {inspection.conductdate.short} - 24/12/20
  • Conduct day {inspection.conductdate.day} - Thursday 24th December 2020
  • Time of inspection {inspection.conductdate.time} - 12:30
  • Conduct date {inspection.conductdate.date} - 24th December 2020
  • Inspection duration {inspection.duration}
  • Clerk arrival time {inspection.clerkarrivaltime}
  • Location of keys {inspection.locationofkeys}
  • Key return instructions {inspection.keyreturninstructions}
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