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ISN - Settings
Clients and Agents Settings
Interacting With My Clients and Agents
Interacting With My Clients and Agents

Interacting, with my clients and agents, office settings

Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

In Settings -- Office Settings you have several options to configure how you interact with your clients and agents

  1. Agreement Options
    - Allows you to set the number of hours after an inspection starts for which an agreement is valid
    - Allow agreements to be printed and viewed from the Inspection List
    - Allow online payments to be made from the sign agreement link.
    - Display a message after your client has signed their agreement
    - Turn Signature/Initial Requirements On/off
    - Require Signature before Payment
    - Email/SMS Notifications when Agreements are Signed
    - Set text that appears on the welcome screen when a client first starts the signing process.

  2. Report Emailing Options
    - Override the sender's name and sender's email when emailing a report manually
    - Show Office Manager's Email and Name when Emailing Reports
    - Add a note to the Inspection Order when Inspection is Emailed
    - Send a TXT to a number when a report is viewed
    - Notify every time someone views a report
    - Automatically check the "Released" column in the Order Grid when a report is sent

  3. Report Delivery Settings
    - Set Direct vs Web-Page Delivery
    - Control what information is displayed on the Report collection screen
    - Require signature/payment to collect the Report

  4. Email Notifications
    - Send a carbon copy (cc) of schedule notification emails to an email address
    - Override the From Name and Email Address for manually sent emails from within the ISN
    - Send next day schedule only when there is at least 1 inspection in the schedule
    - Notify inspectors when they have an unscheduled inspection from the Online Scheduling System
    - Notify clients when they have an unscheduled inspection from the Online Scheduling System

  5. Email Template Options
    - Set the default container used for Emails
    - Set the Default Templates sent for:

  6. Invoice Templates
    - View/Edit the Invoice Templates you've created for your ISN

  7. Real Estate Pro Dashboard
    - Allow Agents to see / view ALL of their reports via the Real Estate Professional Dashboard
    - Allow Agents to schedule an inspection via the Real Estate Professional Dashboard
    - Instead of using the special RED Scheduler use the FULL Online Scheduler (not recommended)
    - Allow my Agents to add notes to their orders. A notes field will be available in the "Review" stage when scheduling through the Real Estate Professional Dashboard.
    - Allow Agents to create an Inspection Repair Request Lists
    - Limit scheduling in Real Estate Professional Dashboard by postal codes and their associated daily availability.
    - Show inspectors and allow the Agent to choose one
    - Do not show the inspectors and give the Agent the first available appointment
    - Do not show the inspectors but allow the Agent to choose a date and time
    - Set the number of days of availability displayed at a time
    - Show appointments even if they are within 24 hours
    - Don't use the default duration of 3 hours. Instead, use the duration of the appointment slot as defined in Calendar --> My Online Schedule
    - Hide "Text Us" button on RED system
    - SMS/Email Notifications when RED orders are scheduled
    - Customize Application Title/Icon/Name on Rep's phone
    - Title at top of RED
    - Banner at top of RED (Image)
    - Override default SMS number
    - Color Customization

  8. Agreement Emailing Options
    - Override Sender Name/Email when Emailing Agreements

  9. Attachment Options
    - Set number of days an attachment link is available after an inspection

  10. Sample Report
    - Upload a Sample Report
    - Set template that is used when Sample is sent
    - Show Sample Report on RED

  11. Report Faxing Options
    - Show the Faxing Option for Reports
    - Add a note to the Inspection Order when Inspection is Faxed

  12. Email Event Options
    - Treat the Email Event On Hold Message as a System Warning

  13. Invoice Settings
    - Turn New Invoice Templates On/Off
    - Allow Inspections to be Invoice ready. Invoices can be emailed and/or printed.
    - Show the Invoice Icon on the Inspection Grid.
    - Show a "Pay Now" button when the client is viewing the invoice
    - Hide the terms box when an invoice is PAID
    - Display and allow the selection of Email Templates when sending invoices
    - Override the sender's name and sender's email when emailing an invoice manually
    - Set how Report Numbers are Generated

  14. ARM Settings
    - Enable Marketing Dashboard
    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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