You already know that ISN can send out your emails automatically using Email Events, (which allows you to choose who receives those emails and when they go out) but did you know you can choose what “triggers” your email events to be sent?
Email events can be triggered based on the following criteria
Date & Time of Inspection
(date of actual inspection)
Date & Time of Inspection Completion
(when the order is completed)
Date & Time of Inspection Creation
(when the order is created)
Date & Time of Inspection Payment
(when the order is completely paid)
Date & Time of Inspection Signature
(when the order is completely signed)
Date & Time of Inspection Payment and Signature
(when the order is both paid and signed)
Date & Time of Inspection Payment, Signature, and Completed
(when the order is paid, signed, and complete)
Date & Time of Inspection Attachment Upload
(when uploaded files become available)
You can have a further requirement for an email event to send based on whether or not an agreement has been signed, or an inspection has been paid for.
This is great for instances where you may want to have an email event with a reminder to submit payment, but you don't want the email to go out if the client has already paid.
If you have any questions about this process please let us know!
You can reach us by chat, email at firstname.lastname@example.org, or phone at (800) 700-8112.