ISN Overview

A fast paced overview of some of the many ISN features

Adding and Managing Users

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How to add and edit users in your ISN

Edit user profile

Privilege Definitions

Assume User

Disable a User Account

How to Remove a User/Inspector

View and Restore Deleted ISN Users and Inspectors

User History

Inspection Types

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Add Inspection Types

Associate Agreements with Inspection Types

Reports by Inspection Types

Services

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Adding New Services

Displaying/Hiding Services on the Online Scheduler and/or Order Form

How to add the 'Services' control to your Order Form

Packages

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Creating Packages & Modifiers

Custom Control - How to Create the Packages Control and Use Package Pricing for the Order Form

Viewing Order Service and Package History

Adding & Editing Fees

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Add, Edit, and Delete Fees

Arranging Fees on the Order Form

Restoring Deleted Fees

Fee Options & Calculators

How to Use Square Footage Ranges, or Charge per Square Foot

Agenda Calendar Overview

Scheduling Calendar Overview

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Switch Calendar View

Scheduling Calendar Settings

ISN Calendar Settings

Taking an Order

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How To Place An Inspection Order

Radon - In ISN ORDER Form

Order Form: Add a New Contact Section

Uploading Agents

How to upload agents into your ISN.

Working with Agents on the Order Form

Information on working with your agents on your order form.

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Add Agent Photo

Creating/Deleting Agent Teams

How are Agencies, Agents, and Orders related?

New Agents Report

Uploading Clients

How to upload clients into your ISN.

Working with Clients on the Order Form

Information on working with your clients on your order form.

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Adding New Clients

Editing Clients or Agents

Deleting Clients or Agents

Add Clients to Client Label

Merge Clients

Download Client Database from ISN

Working with Email Templates

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Create or Edit an Email Template

Copy Email Template

Using the Templates & Containers Library

Email Template Options

Creating and Adding Email Template Labels

Adding a Link in Your Email Template to an External Site

Add Image to Email Template

Adding a File to an Email Template

Add Payment Link to Email Template

Sending YouTube Videos via Email

Working with Email Containers

Working with Email Events

Customizing your Order Form

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Adding Controls to the Order Form

Hide Order Form Controls

Radon - In ISN ORDER Form

Arranging Fees on the Order Form

Agreements and Associations

The ISN can send one or multiple agreements automatically based on how you associate your agreements with your inspection types.

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Associate Agreements with Inspection Types

Copy or Edit an Agreement

View or Print a Signed Agreement

Customize Agreement Welcome Message

Mobile ISN: Sign Agreements on Any Type of Device

Manually Set an Agreement to Signed

Delete Signature From Signed Agreement

Agreement Initial Fields

Email: Manually Send Agreement

Set a Default Agreement

Premium SMS

Take your communication to the next level with Premium SMS!

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SMS/MMS How it works with Premium

Creating an SMS Template (SMS Premium)

How to Send SMS Templates

Sending a SMS message to multiple agents at once (SMS Premium)

SMS Text Message cancelation notices (SMS Premium)

Uploading / Emailing Reports

Uploading and sending out your reports with ISN is fast. The report delivery page is the best in the business and no extra charge.

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Upload Your Inspection Report: Manually

Emailing an Inspection Report

Add a Personal Message when Sending Your Report

The Difference in Sending Reports as a Link vs an Attachment

Sample Report Feature

Report Writer Integration Links

Business Reporting

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Quarterly Reports

Unpaid Inspections Report

Inspections by Fee Type Report

Reports - Average Inspection Fee

Payments by Client Report

Payment Type Report

Agent Inspections Report

Save Custom Advanced Reports

Reports - Inspection Income

The Real Estate Dashboard

Learn how the Real Estate Dashboard can get Agents booking your inspections on their own personal mobile application.

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Real Estate Professional Dashboard (RED)

Real Estate Dashboard (RED) vs Online Scheduler

Logging into your Agents RED

Delivering RED link to agent via email

Real Estate Dashboard (RED): Setting it up on an Agents Phone (Android or iPhone)

See when an agent last used their RED link

Set how many days to display for Real Estate Dashboard Availability

Set Availability for Online Scheduler and Real Estate Dashboard

Setting up the Online Scheduler

ISN lets you easily customize your order form so it is YOUR way!

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Online Scheduler v3 - Setup

Set Availability for Online Scheduler and Real Estate Dashboard