Table of content

When is this helpful?

Option 1: Start from Template

Option 2: Start from Scratch

Option 3: Build if for me

Related articles

When is this helpful?

When you need to select a form of building your audit template. Choose from Start From Template, Start from Scratch, or Build it for me.

Step 1: Log in to the admin portal: on a Desktop. Under ‘Setup’, select ‘Forms/Checklists ’.

There are 3 options to setup an Audit:

  1. Start From Template (use an existing template)

  2. Start From Scratch (create your own template)

  3. Build it for me (let us upload the template for you)

Option 1: Start From Template

To use an existing template, select the Start from Template button from the menu on the left-hand side of the screen.

From this page you can search through hundreds of templates from our library that are prepared by our experts:

Once you have chosen a template select Use This Template on the right-hand side of the screen. You will be re-directed to a new page where you can Edit any question from the checklist.

Once you select Use This Template it will automatically save the template onto your account.

Option 2: Start from Scratch

To create a template from scratch, select the Start From Scratch option from the menu on the left-hand side of the screen.

Once you decide on the name of your template select Take me to the Template Builder. This will direct you to the template builder page, where you can add/remove/edit your questions and responses.

Once you consider your checklist to be ready for use you can preview and begin to utilize it by selecting Start Audit.

Option 3: Build it for me

If you would like one of our expert team members to build your checklist select the Build it for me option, this will direct you to the below page:

You can use this page to send us the checklist and we will upload it into your account. You have the option to upload as many checklists as you wish in Word, Excel and PDF format, select Submit Now to send it over to us and we will build it for you within your account.


You can email us the checklists on and we will configure them for you.

We are continuously adding more templates by industry but in case you require a specific checklist/audit/inspection, please let us know by emailing us at

Now you can move on to the next step.
Setup your Area Locations/Branch/ Store

Related articles:

Configure the Audits using Form Builder
Report Setup and Styles
Setup an Email Distribution Template

From a mobile device, click on 'Import Settings' to re-import the latest changes made in the Admin Portal.

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