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ISN - Settings
ISN - Settings
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+7
114 articles in this collection
Written by
Garret Gillespie,
Matt Wheeler,
Julian Hawkins
and 7 others
My Online Schedule Page
This article will explain how to configure the My Online Schedule page and its settings.
Written by
Matt Wheeler
Updated over a week ago
Enable Single Select Primary Services
This article will explain how to enable the single select primary service option and why you might want to use it.
Written by
Matt Wheeler
Updated over a week ago
Hide un-selected Services on the Order View page
Written by
Carlos Bazan
Updated over a week ago
General Settings
Accessing Online Scheduler Settings
This article discusses locating the Online Scheduler version 2/3 Settings in Office Settings
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.
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.
Written by
Sydney Honda
Updated over a week ago
Set Coloured Ribbons for Your Different ISNs to Tell Them Apart
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
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.
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.
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
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.
Written by
Sydney Honda
Updated over a week ago
Update Credit Card for ISN Billing
Where do I change my credit card information
Written by
Sydney Honda
Updated over a week ago
Using Zillow Settings
Using Zillow Settings
Written by
Sydney Honda
Updated over a week ago
Zillow Settings
How to turn Zillow on and off in ISN
Written by
Daniel Falk
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
Written by
Julian Hawkins
Updated over a week ago
Office Settings - Working with Other Applications
Office Settings - Working with Other Applications
Written by
Emilie Hill
Updated over a week ago
What we see on the ISN - Explained
Office Settings, What I see
Written by
Sydney Honda
Updated over a week ago
User Administration Settings
Zip Code Territories for Inspectors
Create specific, Zip/Postal code, service areas for your inspectors.
Written by
Sydney Honda
Updated over a week ago
Inspector Settings
Detailed steps for setting up your new inspectors
Written by
Garret Gillespie
Updated over a week ago
Do Not Display Fees to User
Written by
Sydney Honda
Updated over a week ago
Edit User Profile
This article explains how to edit a user's profile.
Written by
Matt Wheeler
Updated over a week ago
Company Calendar Access
This article covers managing who has company calendar access.
Written by
Sydney Honda
Updated over a week ago
Arrange Order of Inspectors
This article shows you how to arrange the order in which your inspectors appear in your ISN
Written by
Sydney Honda
Updated over a week ago
Privilege Definitions
This article covers user privilege definitions
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
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.
Written by
Matt Wheeler
Updated over a week ago
Inspection Type/Service - Upgrade Notification
Be Notified when an Inspection Type is Upgraded
Written by
Sydney Honda
Updated over a week ago
Edit or Rearrange a Fee
This article covers editing your fees in your ISN
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.
Written by
Sydney Honda
Updated over a week ago
Square Footage Pricing Per Inspector
Pricing by square footage for each inspector
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.
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.
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
Written by
Sydney Honda
Updated over a week ago
Invoice Templates and Settings
This article covers the Invoices feature of ISN
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.
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.
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
Written by
Sydney Honda
Updated over a week ago
Integration: PayPal Pro
This article explains how to integrate the ISN with PayPal Pro
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.
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)
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
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.
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.
Written by
Sydney Honda
Updated over a week ago
Set how many days to display for Real Estate Dashboard Availability
This article lets you limit the number of days in advance an inspection can be ordered via the RED
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.
Written by
Sydney Honda
Updated over a week ago
Scheduling Calendar Settings
This article covers the settings for the Scheduling Calendar View
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
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
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
Written by
Emilie Hill
Updated over a week ago
Calendar Settings
Calendar Time Slice
See how calendar time slices show on your ISN
Written by
Sydney Honda
Updated over a week ago
Toggle whether or not you see Incomplete Inspections on the ISN Calendar
This article shows you how to turn on or off Incomplete Inspections on your calendar.
Written by
Sydney Honda
Updated over a week ago
ISN Calendar Settings
This article explains how to customize your order information for your ISN Calendar.
Written by
Matt Wheeler
Updated over a week ago
Setting the Calendar Start Day
This article covers setting the ISN calendar to either start on a Sunday or Monday, depending on the needs of your business.
Written by
Sydney Honda
Updated over a week ago
Show Unscheduled ORDERS on the calendar
Choosing to see incomplete inspection orders on your calendar
Written by
Sydney Honda
Updated over a week ago
Google Calendar Sync Settings
Change the settings across your ISN for what you share and how you share your calendar events with your Google calendar
Written by
Peter Posada
Updated over a week ago
Clients and Agents Settings
Interacting With My Clients and Agents
Interacting, with my clients and agents, office settings
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.
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.
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.
Written by
Matt Wheeler
Updated over a week ago
Report Emailing Options
This article shows you how to adjust your report emailing options.
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.
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
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.
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.
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
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.
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.
Written by
Sydney Honda
Updated over a week ago
Inspection Settings
Edit Report Number
This article explains how to edit a report number within ISN.
Written by
Matt Wheeler
Updated over a week ago
Navigate Back to View Order Screen After Report Upload
Written by
Sydney Honda
Updated over a week ago
Can't see my Unscheduled Orders
This article will explain how to view your unscheduled orders.
Written by
Matt Wheeler
Updated over a week ago
Inspection Grid Column Headings
Edit View Inspection Grid column headings to meet your particular business needs
Written by
Garret Gillespie
Updated over a week ago
Default Inspection Duration
This article covers setting your default inspection duration
Written by
Sydney Honda
Updated over a week ago
Add, Edit, or Remove Cancel Reasons
This article covers how to manage your cancel reasons in your ISN
Written by
Sydney Honda
Updated over a week ago
Customize Report File Name
This article shows you how to customize the report file name in ISN
Written by
Sydney Honda
Updated over a week ago
Customize the Inspection Grid
This article shows you how to customize the inspection grid in your ISN.
Written by
Sydney Honda
Updated over a week ago
Setting Up Duration Calculations
This article will help you override the default inspection duration and assign your own.
Written by
Matt Wheeler
Updated over a week ago
Order Form Settings
Order Summary on Fees Tab within Order Form
This article covers how to adjust the order summary on the fees tab within your ISN order form.
Written by
Sydney Honda
Updated over a week ago
Order Form Printing Settings
This article covers how to adjust what shows up on the order form print screen.
Written by
Sydney Honda
Updated over a week ago
Order Form Viewing Settings
This article covers how to adjust what shows up on the order form view screen.
Written by
Sydney Honda
Updated over a week ago
Referral Reasons - Set Up and Reports
This article covers how to setup your Referral Reasons.
Written by
Sydney Honda
Updated over a week ago
Hide Order Form Controls
This article will show you how to hide controls from our order form.
Written by
Matt Wheeler
Updated over a week ago
SMS Settings
SMS Messages Responses-Update Response Email Address
This article shows you how to change the email address SMS responses go to.
Written by
Sydney Honda
Updated over a week ago
SMS Options - Premium SMS
SMS Options in Premium SMS
Written by
Emilie Hill
Updated over a week ago
How to Enable a User to send SMS messages.
This article will provide the permissions needed for users in your ISN to send SMS messages.
Written by
Julian Hawkins
Updated over a week ago
How to Enable and Configure 'Do Not Disturb' mode for SMS/MMS
This article will show you how to enable and configure your DND option for SMS/MMS
Written by
Matt Wheeler
Updated over a week ago
Order View - Enable SMS History
This article covers how to enable the new 'SMS History' window on the Order View Screen
Written by
Sydney Honda
Updated over a week ago
Email Settings
Using Long Dates in your Emails
This article explains how to use long dates in your emails.
Written by
Matt Wheeler
Updated over a week ago
RecallChek Email Notifications
This article shows you how to get email notifications on RC Submissions
Written by
Sydney Honda
Updated over a week ago
Opt Out of Email Events but Can Still Receive Reports
Written by
Sydney Honda
Updated over a week ago
New Email Address for Mass Email
This article describes how to change the email address for your ISN account, specifically for sending mass emails.
Written by
Sydney Honda
Updated over a week ago
Email Template Options
This article covers how to edit/update what email templates are sent when using various features within your ISN.
Written by
Sydney Honda
Updated over a week ago
Updating Company, Event, and User Email Addresses
This article shows you all of the important places in your ISN where you can update sending from email addresses.
Written by
Matt Wheeler
Updated over a week ago
Set Up Inspector Nightly Emails
This article explains how to setup nightly emails to your inspectors about their next day's schedule.
Written by
Matt Wheeler
Updated over a week ago
Alternate Email Address for Bounced Email Notifications
This article covers how to adjust which email address gets bounced email notifications.
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
Written by
Sydney Honda
Updated over a week ago
SMTP for Gmail
Setting an SMTP record to your Gmail address in ISN
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.
Written by
Sydney Honda
Updated over a week ago
SMTP for Cox
This article covers setting up SMTP for Cox
Written by
Sydney Honda
Updated over a week ago
SMTP for Verizon
This article covers setting up SMTP for Verizon
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.
Written by
Elsi Cano
Updated over a week ago
SMTP for iCloud
This article covers setting up SMTP for iCloud
Written by
Sydney Honda
Updated over a week ago
iCloud - Generate an App-Specific Password for ISN SMTP
Written by
Sydney Honda
Updated over a week ago
SMTP for SBCGlobal
This article covers setting up SMTP for SBCGlobal
Written by
Sydney Honda
Updated over a week ago
SMTP for Centurylink
This article covers setting up SMTP for Centurylink
Written by
Sydney Honda
Updated over a week ago
SMTP for Comcast
This article covers setting up SMTP for Comcast
Written by
Sydney Honda
Updated over a week ago
SMTP For Yahoo
This article covers setting up SMTP for Yahoo
Written by
Sydney Honda
Updated over a week ago
SMTP for Yahoo PLUS
Written by
Sydney Honda
Updated over a week ago
SMTP for AOL
This article covers setting up SMTP for AOL
Written by
Sydney Honda
Updated over a week ago
SMTP for Hostmonster
This article covers setting up SMTP for HostMonster
Written by
Sydney Honda
Updated over a week ago
Add SMTP for InMotion
This article covers setting up SMTP for InMotion
Written by
Sydney Honda
Updated over a week ago
Add SMTP for Office 365
This article covers setting up SMTP for Office 365
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.
Written by
Sydney Honda
Updated over a week ago
Enable Less Secure Apps for SMTP use ISN & Yahoo Mail
Written by
Sydney Honda
Updated over a week ago