For Online Orders if there are inspectors in your ISN who perform specific services such as Termite or Radon inspections, you can create a distinction between primary and ancillary services so the applicable inspector is chosen for the order. The feature is exclusive to Online Scheduler Version 3 (OSV3), here's how to enable that version: Online Scheduler v3 - Setup
The Ancillary Service type, tells OSV3 that "these services are always add-ons."
Creating new services as Ancillary Service, and enabling the Require select at least one primary service before adding any ancillary services to the cart option in Online Scheduler V3 Settings, allows them to only be selected after a "Service" has already been selected, and helps the system filter more efficiently. It also allows the OSV3 to offer more accurate availability when displaying the calendar first.
Navigate to Settings -- Office Settings -- Inspection and Fee Settings -- Services and Packages -- Add Service.
By default, the system will assume you want to create Services as it is the first option. When creating the new service you'll click the drop down menu to label the service as Ancillary instead of a standard Service. Be sure to fill in all three fields: Name, Public Name, and Description. This ensures your online visitors have a clear understanding of the service they're requesting.
Customizing Service Display Order
To make services like New Construction Inspection appear as standalone services in the online scheduler:
Navigate to Settings > Office Settings > Services and Packages.
Drag the desired services above the label "Additional Services - MUST be accompanied with a Home Inspection."
Save the changes to update the display order.
Adding Ancillary Services to Inspection Orders
To add ancillary services like water quality or radon testing to an inspection order:
Open the inspection order.
Go to the Services section.
Select the desired ancillary services.
Save the inspection to apply the selections.
Customizing Email Notifications for Ancillary Services
To ensure clients receive the correct email for ancillary services:
Edit the corresponding email event in your system.
Under 'This event is valid for these Services:', select 'specific services.'
Check the boxes for the ancillary services (e.g., radon testing) you want to trigger this email event.
Save or update the email event.
Automatic Report Distribution for Ancillary Services
If reports for ancillary services are not being sent automatically:
Ensure the specific inspection type (e.g., Well Water inspection) is selected under the relevant email event.
Manage this setting here: https://4isn.com/28inspect/emailevent.
Creating Custom Fees for Services
You can create custom fees for standalone or additional services, such as solar panel inspections. Add the service as a new inspection type and assign the desired fee.
Attaching Addendums to Services
To attach an addendum (e.g., for water testing):
Go to Settings > Office Settings > Inspection and Fee Settings > Services and Packages > Add Agreement.
Select the relevant service(s) and attach the addendum.
Save your changes.
Limitations and Alternatives in the Online Scheduler
Limitations
The online scheduler does not automatically suggest ancillary services based on user selections (e.g., suggesting water testing when well inspection is selected).
Alternatives
Instead of automatic suggestions, you can offer inspection/service upgrades or packages to encourage users to select additional services.
If you have any questions, please feel free to give us a call at (800) 700-8112, or you can email us at help@inspectionsupport.com or open a chat in the upper right corner of your ISN!