Templates help your team save time by reusing common Inspection, Broadcast, and Work Order configurations. From Settings, you can create shared templates that standardize workflows across your account or property and reduce the need to rebuild content from scratch.
Template Permissions at a Glance
Template Type | Account-Level | Property-Level | Who Can Create/Edit |
Inspection Templates | ✅ Yes | ❌ No | Global Admin |
Broadcast Templates | ✅ Yes | ✅ Yes | Global Admin (Account) • Global Admin, Property Admin, or Manager (Property) |
Work Order Templates | ✅ Yes | ✅ Yes | Global Admin (Account) • Global Admin, Property Admin, or Manager (Property) |
📌 Users who can create Inspections, Broadcasts, or Work Orders can generally use templates, even if they cannot create or edit the templates themselves.
📌 Important: Templates create a one-time copy of their content. Editing or deleting a template will not change Inspections, Broadcasts, or Work Orders that were previously created from it.
Inspection Templates
Inspection Templates are reusable blueprints for recurring inspections. They can include an inspection name, description, category, frequency, and checklist so your team can quickly create consistent inspections across multiple locations.
Why Use Inspection Templates?
Inspection Templates are ideal for recurring inspections that use the same checklist across multiple locations, buildings, or teams.
Where to Manage Inspection Templates
Settings → Account → Inspections → Templates
📌 Permissions: Inspection Templates are Account-level only. Only Global Admins can create, edit, or delete them.
Creating an Inspection Template
Navigate to Settings → Account → Inspections → Templates.
Click Add Template.
Enter a template name.
Select a frequency.
Add at least one checklist task.
Optionally add a description and category.
Click Submit.
📌 Inspection Templates do not store:
Spaces or equipment
Assigned users
Start dates
These selections are made when creating an Inspection from the template.
You can also create templates from existing inspections by selecting one or more inspections and choosing Save Template. Up to 500 inspections can be saved as templates in a single bulk action.
📌 Multiple templates can share the same name.
Using an Inspection Template
Open the Inspections page.
Select Add Inspection → Use a Template.
Choose one or more templates from the Template Library.
Click Use Templates.
Complete the remaining inspection details:
Schedule
Start Date
Assigned Staff
Spaces or Equipment
Click Submit.
After loading a template, you can modify scheduling and assignment information before creating the inspection.
📌 Inspection checklist tasks cannot be edited during template loading. To change checklist content, update the template first or edit the inspection after creation.
📌 Template loading is available on desktop only. Mobile users can create inspections but cannot load Inspection Templates.
Editing or Deleting an Inspection Template
From Settings → Account → Inspections → Templates:
Select a template to edit and click Submit when finished.
Open the three-dot menu (⋯) and select Delete.
Deleting a template removes it from the Template Library but does not affect inspections previously created from it.
Related Features
Automations and recurring schedules do not reference Inspection Templates after an inspection is created.
Templates are only used during inspection creation.
Inspection Templates are not available within the Visitt+ tenant app.
Inspection Template Best Practices
If a linked category is deleted, the template remains functional.
Templates remain in their original language and are not translated automatically.
Broadcast Templates
Broadcast Templates are reusable message drafts that can pre-fill a Broadcast's subject, sender name, and message body.
Broadcast Templates can exist at both the Account and Property levels.
Where to Manage Broadcast Templates
Account-Level: Settings → Account → Broadcasts → Templates
Property-Level: Settings → Property → Broadcasts → Templates
📌 Permissions: Property Admins, Managers, and Global Admins can manage Property-level Broadcast Templates when Broadcasts is enabled for the property.
Creating a Broadcast Template
Open the Broadcast Templates page.
Click Add Template.
Enter:
Subject
Message Body
Optionally enter a sender name.
Click Submit.
📌 Broadcast Templates do not save:
Recipients
Attachments
Delivery channels
Scheduled send times
You can also save an in-progress Broadcast as a template by selecting Save as Template while composing a message.
📌 Multiple templates can share the same name.
Using a Broadcast Template
Navigate to Broadcasts.
Click Send a Broadcast.
Select Use Template.
Choose a template from the Account or Property library.
Review and update any information as needed.
Click Send Now.
Templates only pre-fill:
Subject
Message Body
Sender Name
All content can still be edited before sending.
📌 Template loading is available on desktop only.
Editing or Deleting a Broadcast Template
From Settings → Account/Property → Broadcasts → Templates:
Click into the template to edit it.
If needed, open the three-dot menu (⋯) and select Delete to remove it.
Deleting a template only affects future broadcasts. Previously sent broadcasts remain unchanged.
Related Features
Broadcast Templates are only used when manually composing Broadcasts.
Automations do not use Broadcast Templates.
Tenants using Visitt+ cannot access or manage templates.
Broadcast Template Best Practices
Use Account-level templates for portfolio-wide communications.
Use Property-level templates for location-specific messaging.
Managers must have Broadcast permissions enabled to send Broadcasts using templates.
Work Order Templates
Work Order Templates save frequently used work order information so teams can quickly create consistent requests.
Work Order Templates are available at both the Account and Property levels.
Where to Manage Work Order Templates
Account-Level: Settings → Account → Work Orders → Templates
Property-Level: Settings → Property → Work Orders → Templates
📌 Permissions: Team Members cannot create or edit templates, but users who can create work orders can still load templates during work order creation.
📌 Account-level Work Order Templates cannot be assigned to a building. Building selection is only available on Property-level templates.
Creating a Work Order Template
Open the Work Order Templates page.
Click Add Template.
Enter:
Template Name
Description
Optionally add:
Category
Subcategory
Checklist
Building (Property-level templates only)
Click Save Template.
💡 Use descriptive names such as:
Lobby – Light Out
HVAC – Filter Change
Elevator – Service Request
This makes templates easier to locate later.
📌 Work Order Templates can only be created from their Templates page. There is no Save as Template option on the Work Order creation form.
Using a Template When Creating a Work Order
Open Work Orders.
Click Add Work Order.
Open the three-dot menu (⋯) on the form.
Select Load Template.
Choose a template.
Review the pre-filled information.
Submit the work order.
All fields can still be edited after loading a template.
This functionality is available on both desktop and mobile browser views.
Editing or Deleting a Work Order Template
From Settings → Account/Property → Work Orders → Templates:
Open a template and select Save Changes after editing.
Hover over a template and select the trash icon to delete it.
Deleting a template only removes it from future use and does not affect existing work orders.
Using Templates with Automations
Work Order Automations can use Property-level Work Order Templates when generating follow-up work orders.
If a selected template is deleted later, Visitt automatically falls back to copying information from the triggering work order.
💡 See Create and Manage Work Order Automations for complete setup instructions.
Work Order Template Best Practices
Use Account-level templates for company-wide standards.
Use Property-level templates for site-specific workflows.
Add checklists to standardize recurring maintenance procedures.
Work Order Templates are not available in the Visitt+ tenant app.
FAQs
Will changes to a template update existing Inspections, Broadcasts, or Work Orders?
No. Templates create a one-time copy of their content. Existing records are not updated when a template changes.
Can multiple templates have the same name?
Yes. Multiple templates can share the same name.
Can templates be used on mobile?
Inspection and Broadcast Templates can only be loaded from desktop browsers. Work Order Templates can be loaded on both desktop and mobile browser views.
Who can create templates?
Template permissions vary by template type. Refer to the Template Permissions at a Glance table near the top of this article.
Templates help keep communication, inspections, and work orders consistent across your team while reducing repetitive setup. By creating reusable templates for common workflows, your staff can spend less time entering information and more time getting work done.
If you're unable to access a Templates page or you're unsure which permissions are required, your organization's Administrator can help review your access settings.
Still stuck? Reach out to Visitt Support and we will be happy to help 😊