---
title: "Use Template Driven Site Audits"
slug: "use-template-driven-site-audits"
updated: 2026-06-25T12:27:26Z
published: 2026-06-25T12:27:26Z
canonical: "guide.youraspire.com/use-template-driven-site-audits"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use Template Driven Site Audits

> [!TIP]
> Note:
> 
> Optional Workflow Change: This change is optional to add to your existing workflows. This feature is currently in Early Access with General Release planned for 1/13/2027.

Site Audits 2.0 uses a template-driven inspection experience that replaces freeform audit configurations with standardized, reusable templates. Administrators build templates with predefined questions, sections, and scoring criteria, giving your team a consistent, repeatable audit process across every property.

## What's changing with Site Audits 2.0?

Previously, site audits relied on freeform categories and scoring types configured in Administration, and auditors completed inspections through a browser-based view that wasn't optimized for mobile devices. Reporting options were limited to drill-down reports, and issues had to be created individually after completing an audit. With Site Audits 2.0, you can create reusable templates through Template Builder, your auditors follow a structured, mobile-friendly workflow with offline support, and reports are standardized and shareable directly with clients.

### Before

1. Go to Administration to configure site audit categories and scoring types.
2. Open a property page and start a new site audit using the browser-based responsive view.
3. Complete the audit by manually selecting categories and entering scores without a standardized structure.
4. Build reports from drill-down report options with limited formatting.
5. Create issues individually after completing the audit.

### After

1. Go to the Site Audits module from the left side menu, or start a new audit from the Site Audits tab on a property page.
2. Select a pre-built template with standardized questions, sections, and scoring criteria.
3. Complete the audit using the redesigned mobile-friendly experience with offline support and enhanced photo annotation.
4. Generate integrated, standardized reports and share them directly with clients.
5. Create issues and enhancement opportunities through a streamlined flow from audit findings.

**Impact:** Your team follows a consistent, repeatable audit process across every property, producing standardized data that supports better reporting, faster issue resolution, and more professional client communication. *Aspire Sample - Site Audit Detailed* is a new report layout available for printing and emailing your customers their site audit data.

### Who's affected?

**Market segments:** All Business Types (Residential, Commercial)

#### Roles impacted:

- System Administrator — creates and manages audit templates, configures permissions
- Office Manager / Administrator — creates and manages audit templates, assigns templates to properties
- Ops / General Manager — reviews audit results, monitors quality metrics
- Sales Reps — conducts pre-sales property audits to identify enhancement opportunities

> [!NOTE]
> Note:
> 
> Site Audits 2.0 is controlled by a feature flag. Your organization must have the feature enabled and users must have the appropriate Site Audits permissions (Default View, Edit, or Admin) to access the new experience.

## How to prepare

1. Review your current site audit process: Identify the categories, scoring criteria, and question types your team uses today so you can recreate them as templates in the new system.
2. Plan your template structure: Decide which templates you need (by property type, service line, or client requirement) and define the questions, sections, and scoring scales for each.
3. Prepare in your existing environment: Review the new Site Audits workflow and begin planning your transition ahead around the Early Access release on 6/24/2026.
4. Update training materials: Revise any internal documentation or training guides to reflect the template-driven workflow and new navigation paths.
5. Train your team: Conduct hands-on training sessions with Account Managers, Operations Managers, Sales Reps, and anyone who performs or manages site audits.

## Resources

- [Setting Up Site Audit Templates](https://guide.youraspire.com/docs/setting-up-site-audit-templates)
- [Understanding Site Audits 2.0](https://guide.youraspire.com/docs/understanding-site-audits-2-0)
- [Site Audit Screen Reference](https://guide.youraspire.com/docs/site-audit-screen-reference)
- [Performing a Site Audit on Desktop or with Cloud on a Mobile Device](https://guide.youraspire.com/docs/performing-a-site-audit-for-desktop-or-cloud-on-a-mobile-device)