Does you company use outside vendors to perform your ancillary services? Want ISN to notify them each time you schedule an inspection with that service requested?
Create a specific inspection type that will be connected to the ancillary service the vendor will perform. More information on how to add a new inspection type can be found by clicking here.
You can also have an email event triggered by Service Types. To know more about how to set up or edit services click here.
From there, simply set up a new email event. Fore more information on how to create an email event click here.
The ISN provides you an email template that can be used for the purpose of notifying your vendors of an inspection. The email template provided within your ISN is named: Vendor Notification of Inspection Order, and can be edited to fit your business needs.
Within the email event, please take notice of the area Who Will Receive this Email; make sure to click on Other in the drop down box. This field is where the vendor’s personal or company name will be entered as well as their email address. Pick the email template to be used (Vendor Notification of Inspection Order) and choose the inspection type this new event should be sent for/associated with. Finally don’t forget to scroll down and click on Update Email Event.
Hit Add Email Event to create the new event to notify your vendors.
Remember an email event must be created for each individual, each vendor. To activate/turn on the email event, click the light bulb icon in the email events area. From that point in time forward anytime you take an order, choose that inspection type related to the vendor and ancillary service and the system will automatically send out the appropriate email event notifying your outside vendor(s) of the upcoming inspection.
If you have any questions about this process please let us know! You can reach us by chat, email at email@example.com, or phone at (800) 700-8112.