Set up your inspection tools
Log in to the Template Center to configure your inspection environment where you create or import your templates, agreements, and services and fees:
Create or import templates
Use the Template Center to build custom inspection templates that define the structure of your inspections, including sections, items, and categorized comments.
To begin, log in to the Template Center. Then, click +Create New on the upper right to open a new template in the template editor.
If you have a template set up in another software that you'd like to use, click the Import Template button on the upper right
Click here to learn more about creating templates, or click here to learn how to import a template.
Create agreements
The Agreements section of the Template Center allows you to create, edit, and organize your agreements.
To begin, log in to the Template Center, click the settings icon ( 
) on the upper right, and click Manage Agreements on the Settings page. Then, click +Create New to create a new agreement.
Click here for detailed instructions on how to create agreements
Services and fees
The Services and Fees area of the Template Center allows you to create, edit, and organize the services you offer, and adjust the associated pricing and modifiers.
To begin, log in to the Template Center, click the settings icon ( 
) on the upper right, and click Manage Services on the Settings page. Then, click +Create New to create a new service.
Click here to for detailed instructions on how to create services and fees.
Sync your setup
Once your setup is complete, open the Property Vision app to automatically sync your templates, agreements, and services.
If the app is already open, tap the menu icon ( 
) on the upper right and press Sync Now at the bottom of the menu on the left.
Click here to learn more about synchronization in Property Vision.
Now that you've completed the initial setup of Property Vision, you're ready to create your first inspection. Click here to view our Workflow QuickStart Guide that walks you through each step of the process — from creating the inspection, to filling out the form, publishing the inspection report, and sharing the link with your client.