Using Inventory Templates

Using Inventory Templates

Templates speed up inventory creation by providing pre-populated room and item lists for common property types.

Available Templates

• Studio Flat — Single room with kitchen area and bathroom.
• 1-Bed Flat — Bedroom, living room, kitchen, bathroom, hallway.
• 2-Bed House — Two bedrooms, living room, kitchen, bathroom, hallway, garden.
• 3-Bed House — Three bedrooms, living room, kitchen, bathroom, hallway, garden, garage.
• HMO Room — Single room with en-suite.
• Furnished Property — Includes furniture items (sofa, beds, tables, etc.).
• Unfurnished Property — Focus on fixtures and fittings only.

Using a Template

1. When creating a new inventory report, click Use Template.
2. Select the template that best matches your property.
3. The rooms and items are pre-populated.
4. Add, remove, or edit items to match the actual property.
5. Fill in conditions and add photos.

Creating Custom Templates

1. Go to Settings > Inventory Templates.
2. Click Create Template.
3. Add rooms and items.
4. Name the template.
5. Click Save.

Your custom template appears alongside the built-in ones when creating new reports.

Editing Templates

Edit existing templates at any time from Settings. Changes do not affect previously created reports.

Tip: Create a custom template for each of your property types — this makes future inventories faster and more consistent.