WHAT WE’LL COVER
Follow one Inspection Template from first draft to daily use
A practical walkthrough of Template Manager. See how to build, manage, preview, and use templates across maintenance work.
Start With The Library, A Blank Template, Or A File You Already Have
Preview a Library template, start blank, or turn a PDF or Excel file into a draft with Import With AI.
Set The Type And Who It Applies To
Choose the template type, then set the asset types, makes, models, sub-organizations, and roles it applies to.
Build The Categories And Items
Add Categories and Items, nest sub-items, and pick from 15 item types.
Set The Rules And Approval
Set compliance, recurring checks, meter readings, and retention, then choose the approval level.
Reuse Work With Shared Categories
Build one category once, assign it to many templates, and change it in one place.
Preview It, Then Put It To Work
Preview it as the crew sees it on a phone, then attach it to a QR code, Work Order, or PM Plan.
Your Questions, Live
The final 15 minutes are for your questions to Gunther and Adam.