How do I copy an Inspection?

In Contractor Foreman, there are times when you’ll need to run the same type of inspection multiple times across different projects, or even multiple times within the same project. Instead of recreating each inspection from scratch, you can simply copy an existing inspection.

How to Copy an Inspection

1. Open the inspection record that you would like to copy.

2. Click on the three-dot action icon.

3. Select Copy Inspection.

Shortcut: If you already know which inspection you want to duplicate, you don’t even need to open it. From the dashboard view or the Gantt view, click on the three-dot action icon next to the inspection and select Copy Inspection.

Why is this useful?

Contractor Foreman does not currently offer formal “inspection templates.” However, by copying inspections, you can create your own workflow that works like a template system:

• Repeatability: If you always run the same type of inspections (e.g., “Rebar Inspection” or “Waterproofing Inspection”), you can create one fully detailed inspection with all the items and checklists you typically use, and then copy it for every new project.

• Efficiency: Instead of entering the same details again and again, you only update what’s unique to the new project (such as date, assigned person, or inspector’s name).

• Consistency: Your team gets inspections that look and feel the same every time, reducing the chances of forgetting important checklist items.

• Field-ready templates: By pre-building inspections and copying them, you’re essentially creating a library of “inspection templates” for your field managers and staff to use—making their job easier and more consistent.

Knowing how to copy inspections is one of the best time-saving strategies in Contractor Foreman, especially since it doubles as a custom template system for your company.