ISN - Settings

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Chris Schuld avatar Garret Gillespie avatar Matt Wheeler avatar +6
113 articles in this collection
Written by Chris Schuld, Garret Gillespie, Matt Wheeler and 6 others
General Settings

Accessing Online Scheduler Settings

This article discusses locating the Online Scheduler version 2/3 Settings in Office Settings
Kiera McNeill avatar
Written by Kiera McNeill
Updated over a week ago

Error Warnings and Messages

This article covers enabling/disabling specific warning messages that will appear when you log in.
Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

Rows Per Page

This article covers how to set Rows Per Page on different sections of your ISN per user login.
Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

Set Coloured Ribbons for Your Different ISNs to Tell Them Apart

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

Setting the Date and Time of Business for Your Company

This article covers setting the date/time format and starting time for your company in your ISN
Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

Set ISN Home Screen

This article covers setting the home screen of your ISN to the company dashboard or your list of inspections.
Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

Changing Fonts In Your ISN

This article shows you how to change fonts on your ISN.
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Written by Sydney Honda
Updated over a week ago

Update Office Address in your ISN

This article shows you how to set the office address of your ISN
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Written by Sydney Honda
Updated over a week ago

Changing the times to book an inspection

This article covers how to set the time slots available to book an inspection.
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Written by Sydney Honda
Updated over a week ago

Update Credit Card for ISN Billing

Where do I change my credit card information
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Written by Sydney Honda
Updated over a week ago

Using Zillow Settings

Using Zillow Settings
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Written by Sydney Honda
Updated over a week ago

Zillow Settings

How to turn Zillow on and off in ISN
Chris Schuld avatar
Written by Chris Schuld
Updated over a week ago

How to switch to the ISN Dashboard V2

This article describes the quick steps to switch to our newest Dashboard
Julian Hawkins avatar
Written by Julian Hawkins
Updated over a week ago

Office Settings - Working with Other Applications

Office Settings - Working with Other Applications
Emilie Hill avatar
Written by Emilie Hill
Updated over a week ago

What we see on the ISN - Explained

Office Settings, What I see
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Written by Sydney Honda
Updated over a week ago
Fees, Payments and Invoices Settings

Displaying/Hiding Services on the Online Scheduler and/or Order Form

Select where you want your Services to display
Matt Wheeler avatar
Written by Matt Wheeler
Updated over a week ago

Fee Options & Calculators

The following article will describe the checkbox options available for fees in the Fees settings.
Matt Wheeler avatar
Written by Matt Wheeler
Updated over a week ago

Inspection Type/Service - Upgrade Notification

Be Notified when an Inspection Type is Upgraded
Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

Edit or Rearrange a Fee

This article covers editing your fees in your ISN
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Written by Sydney Honda
Updated over a week ago

Fees Based on Property Sales Price

This article covers setting up Fees based on Sales Price of the property.
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Written by Sydney Honda
Updated over a week ago

Square Footage Pricing Per Inspector

Pricing by square footage for each inspector
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Written by Sydney Honda
Updated over a week ago

Override Who the Email is Coming From for Invoices

This article explains how to edit who the email is coming from when emailing invoices from your ISN.
Matt Wheeler avatar
Written by Matt Wheeler
Updated over a week ago

Display Credit Card Icons to the clients

This article shows you how to display accepted credit cards.
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Written by Sydney Honda
Updated over a week ago

Adding Taxes To Inspection Services and Fees

This article shows you how to add taxes in your ISN
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Written by Sydney Honda
Updated over a week ago

Invoice Templates and Settings

This article covers the Invoices feature of ISN
Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

Settings -- Office Settings -- Inspection and Fee Settings. What do the selections mean.

This article will describe what each button does under the Inspection and Fee Settings area of your ISN.
Matt Wheeler avatar
Written by Matt Wheeler
Updated over a week ago

List of Supported Credit Card Processors

This article shows you all of the current credit card processors that ISN integrates with.
Matt Wheeler avatar
Written by Matt Wheeler
Updated over a week ago

Integration: Costco/Elavon Virtual Merchant Account

This article covers setting up your Costco/Elavon account to take payments through ISN
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Written by Sydney Honda
Updated over a week ago

Integration: PayPal Pro

This article explains how to integrate the ISN with PayPal Pro
Matt Wheeler avatar
Written by Matt Wheeler
Updated over a week ago

Activate the TDBE in eProcessingNetwork (EPN)

How to activate the TDBE: better support for refund and void transactions.
Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago
Scheduling Settings

Set Availability for Online Scheduler and Real Estate Dashboard

This article will walk you through how to set the availability for the Online Scheduler and the Real Estate Dashboard (RED)
Matt Wheeler avatar
Written by Matt Wheeler
Updated over a week ago

Point Real Estate Professional Dashboard (RED) to Full Online Scheduler

This article shows you how to replace the RED with the full Online Scheduler
Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

Hold a Date/Time Without Assigning to an Inspector

This article explains how to hold a date/time without assigning an inspector within your ISN.
Matt Wheeler avatar
Written by Matt Wheeler
Updated over a week ago

Display Payment Link for Online Scheduler

This article shows you how to turn on the payment link at the end of the online scheduler.
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Written by Sydney Honda
Updated over a week ago

Set how many days out for Real Estate Dashboard Availability

This article lets you limit the number of days in advance an inspection can be ordered via the RED
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Written by Sydney Honda
Updated over a week ago

Filter Inspectors by Zip Code

This article shows you how to toggle the setting for filtering inspectors by zip code.
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Written by Sydney Honda
Updated over a week ago

Scheduling Calendar Settings

This article covers the settings for the Scheduling Calendar View
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Written by Sydney Honda
Updated over a week ago

Requiring a primary service to be added before add-on services (Online Orders)

This article describes the steps to take in order to require a primary service to be added before add-on services for Online Orders
Julian Hawkins avatar
Written by Julian Hawkins
Updated over a week ago

Service Radius and Mileage Estimator (OSv3)

Setting up the Service Radius and Mileage Estimator Tool in OSv3
Emilie Hill avatar
Written by Emilie Hill
Updated over a week ago

Same Day Scheduling on OSv3

Setting your Online Scheduler so clients and agents cannot book same day inspections
Emilie Hill avatar
Written by Emilie Hill
Updated over a week ago
Clients and Agents Settings

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

How to turn on the Repair Request feature for your agents

This article will explain how to turn on the Repair Request for your agents.
Matt Wheeler avatar
Written by Matt Wheeler
Updated over a week ago

Update Agent Label Name

This article explains how to update the agent label name in your ISN.
Matt Wheeler avatar
Written by Matt Wheeler
Updated over a week ago

Enable Private Agent Notes

This article will show you how to enable private agent notes within your ISN.
Matt Wheeler avatar
Written by Matt Wheeler
Updated over a week ago

Report Emailing Options

This article shows you how to adjust your report emailing options.
Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

Report Link Availability

This article covers how to set the amount of time a report link is available for.
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Written by Sydney Honda
Updated over a week ago

Prevent Report Viewing without a Signature and Payment

This shows you how to adjust settings for report viewing regarding signature and payment in your ISN
Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

Override Who the Email is Coming From for Attachments

This article explains how to override who the email is coming from when emailing attachments in ISN.
Matt Wheeler avatar
Written by Matt Wheeler
Updated over a week ago

Customize Agreement Welcome Message

This article shows you how to customize the Welcome Message that shows up on the agreement signature page in your ISN for your clients.
Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

Agent and Agency Display Options

This article covers how to set your Agent and Agency display options in the ISN
Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

Adding Labels and Post Cards Option to the Inspection Grid

This article shows you how to add the label and post cards options to your grid in ISN.
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Written by Sydney Honda
Updated over a week ago

Set When Clients/Agents become Active/Inactive

Here's how to set the timeframe for when clients or agents become inactive or remain active.
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Written by Sydney Honda
Updated over a week ago
Email - SMTP and SPF Settings

SMTP Settings

This article covers adding SMTP Settings in your ISN
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Written by Sydney Honda
Updated over a week ago

SMTP for Gmail

Setting an SMTP record to your Gmail address in ISN
Matt Wheeler avatar
Written by Matt Wheeler
Updated over a week ago

SMTP for Outlook, Hotmail, MSN, or Live

This article covers setting up SMTP for Outlook, Hotmail, MSN, or Live.com email.
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Written by Sydney Honda
Updated over a week ago

SMTP for Cox

This article covers setting up SMTP for Cox
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Written by Sydney Honda
Updated over a week ago

SMTP for Verizon

This article covers setting up SMTP for Verizon
Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

Setting up the ISN SPF records with your GoDaddy domain.

This article covers setting up the ISN SPF records in Godaddy so that we'll be able to deliver email successfully on your behalf.
Elsi Cano avatar
Written by Elsi Cano
Updated over a week ago

SMTP for iCloud

This article covers setting up SMTP for iCloud
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Written by Sydney Honda
Updated over a week ago

iCloud - Generate an App-Specific Password for ISN SMTP

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Written by Sydney Honda
Updated over a week ago

SMTP for SBCGlobal

This article covers setting up SMTP for SBCGlobal
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Written by Sydney Honda
Updated over a week ago

SMTP for Centurylink

This article covers setting up SMTP for Centurylink
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Written by Sydney Honda
Updated over a week ago

SMTP for Comcast

This article covers setting up SMTP for Comcast
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Written by Sydney Honda
Updated over a week ago

SMTP For Yahoo

This article covers setting up SMTP for Yahoo
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Written by Sydney Honda
Updated over a week ago

SMTP for Yahoo PLUS

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Written by Sydney Honda
Updated over a week ago

SMTP for AOL

This article covers setting up SMTP for AOL
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Written by Sydney Honda
Updated over a week ago

SMTP for Hostmonster

This article covers setting up SMTP for HostMonster
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Written by Sydney Honda
Updated over a week ago

Add SMTP for InMotion

This article covers setting up SMTP for InMotion
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Written by Sydney Honda
Updated over a week ago

Add SMTP for Office 365

This article covers setting up SMTP for Office 365
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Written by Sydney Honda
Updated over a week ago

Adding SPF Records for the ISN

This article covers adding a Sender Policy Framework to your domain provider settings to improve email delivery through ISN.
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Written by Sydney Honda
Updated over a week ago

Enable Less Secure Apps for SMTP use ISN & Yahoo Mail

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Written by Sydney Honda
Updated over a week ago