Template Manager: Creating Templates

What is this?

The Template Manager is where you build checklists your team fills out in the field. Inspection reports, PM checklists, fuel reports.

How to use it

Step 1: View your templates

Go to Company Settings > Template Manager > My Templates.

Step 2: Create a new template

Click + New Template. Import from PDF or Excel, or build from scratch.

Step 3: Configure settings

Choose Type, set scope, compliance, and behavior options.

Step 4: Build your checklist

Add categories and items with response types.

Step 5: Preview on mobile

Click Preview to see what operators see.

The full details

• Three types: Inspection, PM Checklist, Fuel Report
• Import: Build from PDF or Excel

Tips

• Organize by walk-around path.
• Set Photo Required on safety items.