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State Filtering and Setting the Default Agreements
State Filtering and Setting the Default Agreements

This article will cover state filtering and setting the default agreement for inspectors working in multiple states.

Julian Hawkins avatar
Written by Julian Hawkins
Updated over a week ago

A default agreement will send out for an inspection order if no agreement association has been made under the 'Associate Agreements and Inspection Types.' For inspectors working in multiple states, you can set a default agreement to send for specific states when there is no agreement association. These quick steps are illustrated below!

Go to Settings -- Office Settings -- Inspection and Fee Settings -- Agreements

In the Agreements section, click 'Edit Agreement' and select the state in which the agreement will be valid in. If there's an additional agreement for another state, make that validity by following the same procedure.

Once the agreements and state validity have been chosen, click on the Default button in that column for each agreement.

FYI: The agreement marked as the default will send out for all inspection types unless otherwise specified in Associate Agreements and Inspection Types

Next, you'll want to associate the default agreements to send for the Inspection type chosen. Go to Associate Agreements and Inspection Types to match the agreement with the Inspection Type.

Congrats! You've just associated, filtered, and set the default agreements with Inspection Types for your ISN.
If you have any questions about this process please let us know! You can reach us by chat, email at, or phone at (800) 700-8112.

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