Step 4
This guide will assist you in customizing which of your Services or Inspection types should be eligible for FlexFund. These adjustments will be visible on both your Order Form and your Online Scheduler. Please follow the steps below:
1. Access FlexFund Settings:
Initiate the process by navigating to the "Settings" menu.
Within the "Settings" menu, specifically, locate and select "Office Settings."
Once you are in the "Office Settings" section, please identify the subsection titled "My Office Settings."
Within this subsection, proceed to locate and click on the option labeled "Flexfund Options."
Path: Settings > Office Settings > My Office Settings > FlexFund Options >Services and Inspection Types
2. Customize your offerings.
On the left side of the screen, near the bottom of the page, locate the option labeled "Services and Inspection Types"
In the list provided, you will discover the currently active Services and Inspection types within your ISN account. To make a service eligible or ineligible for FlexFund, simply mark or unmark the checkbox next to the desired Service or Inspection type.
Your selections will be automatically saved.
Frequently Asked Questions:
Q: When Offering FlexFund, Am I Required To Offer It On Every Inspection, Or Can I Choose On a per-inspection basis?
A: You will have the opportunity to select which inspections are eligible for FlexFund based on your business requirements. We are staffing our team to support companies fully integrating FlexFund into their business by providing this option with every standard inspection. We believe that together we have the opportunity to change the way customers pay for inspections, and in turn, will drive more business to our inspection community. We may decide to add additional options as we learn and grow with this product.
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For Questions or Concerns Related to FlexFund
Call: 1(800) 608-7363
Need more help?
If you have any questions about this process please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.