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You don't need a separate plumbing template. A plumbing report needs the same parts as any inspection report, and this file's six sections (summary, scope, findings, recommendations, conclusion and appendices) already hold all of them except two: who inspected, and the client's sign-off. Here's where each part goes.
| The report needs | Where it goes in this file |
|---|---|
| Your company, the date, the address and a report number | The header: company name, Date of Inspection, Location and Report ID are already there. |
| Who inspected, and their license number | Not in the file. Add an Inspector line and a License no. line under the header. |
| What you checked, such as the water supply, drainage, the water heater and fixtures | Scope of Inspection: type one system into each of the three area lines, and add lines if you checked more. |
| Each leak or defect, how serious it is and who has to fix it | The Inspection Findings table: one row per issue. Put the location in the description, and use the same severity words every time, such as low, medium and high. |
| What has to be fixed, and by when | The Recommendations table: the action, a deadline and the person responsible, one row for each finding that needs work. |
| Photos | Appendix B, Photographic Evidence. Paste each photo under it and mention it in the finding it shows. |
| The client's sign-off | Not in the file. Add a signature line and a date line after the conclusion's contact line, and have the client sign when you hand the report over. |
Everything else in double curly braces, such as {{InspectionDate}}, is a placeholder: type over it.
Yes. Only the scope changes: for a building, list areas like the roof, the structure, electrical and plumbing; for a site inspection, list the parts of the site you walked through.
Yes, if you keep inspections in Airtable, Google Sheets or a Glide app. DocsAutomator fills this same Word file once per inspection and adds a findings row and a recommendation row for each issue. Add an image placeholder under Appendix B and the photos come from the inspection too.
For the sign-off, type {{esign.signature_1}} and {{esign.date_1}} where the client signs. The report goes to the client for e-signature, and signing is included in every plan. Our guide to contracts from Airtable walks through the same flow for a property safety inspection firm: the property manager signs before the inspector leaves, and the signed PDF is saved back to the Airtable record. Nobody has to file anything.