Termite report defaults
Set company wording, notes, price labels, and report defaults.
Open Termite report settings, or Settings → Reports → Termite report settings → Open settings. Editing needs company settings access.
One Save saves changes across all sections. Discard changes returns them to the last save.
Set inspection locations
Open Locations. Use Add location, edit names, drag rows into order, or remove rows. Keep at least one location and use distinct names on one line. Select Save.
The list order supplies the number in each finding code. New standalone visits copy this list. Follow-up visits copy their original inspection's locations. Later company changes leave existing visits, follow-ups, revisions, and issued reports unchanged.
Set report text
Open Inspection terms or Work auth terms. Add or edit a preset, review its preview, and choose the default. Each terms section has one default.
Use the preset controls to duplicate or delete wording. Select Save when finished.
Choose default notes
Open Pre-notes or Post-notes. Add the wording your team needs, star notes to include by default, and drag their grips to set the order. Clear search before reordering.
New reports copy starred notes in that order. Reports can then edit, reorder, reset, or remove their own copies. Changing a company preset does not rewrite those copies.
Save reusable wording
Open Text library → Add text. Review Number, enter a unique title, and add finding text, recommendation text, or both. At least one text field must contain wording. Select Save.
Each entry needs its own positive whole number. New entries start after the highest saved number; you can change it. The library sorts by number. Search by number, title, or wording.
Inspectors use Insert saved text in termite findings. The pair is copied into the form; later library changes do not rewrite saved findings.
Set pricing defaults
| Section | Set |
|---|---|
| Price labels | Add label, rename, reorder, or remove labels. Use unique, single-line names up to 32 characters. |
| Estimates | Choose Estimate based on → Primary recommendations or Secondary recommendations. |
Labels are wording, not quoted amounts. The estimate choice starts new reports; each report can change it. See Price recommendations.
In Price labels, turn on All caps price labels and select Save to uppercase price wording in unsent reports and their work approval pages. It starts off. Label inputs keep their original text, and issued reports keep their saved case.
Set empty cover text
Open Report cover to set fallback text for Ordered by, Property owners, and Report sent to. Each field accepts one line up to 120 characters.
Selected contacts take priority. Leave a fallback blank to show nothing when its contact list is empty. Issued reports keep their captured text.
Save completion notice remarks
Open Notice of work complete → Remarks. Add reusable wording, star remarks to include by default, and drag them into order. Select Save.
New notices of work complete copy the selected defaults. Each notice can choose its own remarks or use manual text. Later company edits leave those copies unchanged.