ISN - How To's
By Matt and 2 others3 authors341 articles
- How to set up delivery of a report that ignores payment/signature status for a specific inspection type
- How to Prevent Email Delivery Issues
- How to change SMS history view to other recipients on an order
- How to set a custom report title name
- Display the Service List in the Agreement or Email Template
- Providing Feedback on ISN
- How to Add a Description to a Service Upgrade
- How to Create a New Mass Email
- Online Scheduler v3 - Setup
- Enabling Zip/Postal Codes limitations in the Online Scheduler
- Online Scheduler V3 (OSv3) - Customize Confirmation Page Text
- Google Analytics Events for the Online Scheduler V3
- Google Analytics Events for the Online Scheduler V2
- Enable Your Online Scheduler & Select Ver. 2 or 3
- How to Add More Controls to the Online Scheduler.
- Setting up the Online Scheduler V2(Video)
- Adding Coupons to the Online Scheduler
- Setting Up the Online Scheduler Version 2 (Step 1) - General Settings
- Setting Up the Online Scheduler Version 2 (Step 2) - Adding Services
- Setting Up the Online Scheduler Version 2 (Step 3) - Replacement Values
- Setting Up the Online Scheduler Version 2 (Step 4) - Questions
- Setting Up the Online Scheduler Version 2 (Step 5) - Emails and Notifications
- Setting Up the Online Scheduler Version 2 (Step 6) - Website Integration
- Setting Up the Online Scheduler Version 2 (Step 7) - Preview the Scheduler
- Adding the Seller’s Agent to the Online Scheduler
- Facebook Scheduler
- Add additional Inspectors to the Online Scheduler (associating Inspectors with Services)
- How to Embed the ISN Online Scheduler (iFrame) into Your GoDaddy Website
- How To Place An Inspection Order - OFV1
- Coupons on the Order Edit Screen
- Creating Appointments Within an Order - OFV1
- Order Info Request
- Using the Transaction Surcharge on the Order Form (previously known as Convenience Fee) -OFV1
- Add Pre-Qualified Alternate Inspection Times to your Order Form -OFV1
- Radon - In ISN ORDER Form - OFV1
- Adding a Script into your ISN Order Form - OFV1 & OFV2
- How to Complete an Unscheduled Order
- Setting up an additional arrival time for a 3rd Party or Vendor - OFV1
- Adding the Report Number to the Order Form - OFV1 & OFV2
- Order Form - OFV1 : Add a New Contact Section
- Adding Controls to the Order Form - OFV1 & OFV2
- Manually marking an order complete
- Missing Inspector On Order Form - OFV1
- Using Packages and Package Pricing on the Order Form -OFV1 & OFV2
- Adding a video link to your ISN order form. -OFV1 & OFV2
- Setting up an Automated Email with your Google Review Link
- Email Event Triggers for Signature and Payment Status
- Sending Email Events and Mass Emails to Contacts
- Email Events Triggered by Services
- SMS or Email Events to secondary inspector on an order.
- ReInspection Email Events
- Send Email Events from Inspector's Email Address
- How to View, Take Action on, or Undelete Email Events for an order.
- See email content actually sent
- Delete or Hold an Email Event for a Specific Order
- "View Sent Email" Feature found in the Order's Action Menu
- Email Events to 3rd Party Vendors
- Edit an Email Event
- Add a BCC on an Email Event
- Create a New Email Event
- How to turn Email Events OFF
- How to turn Email Events ON
- On Hold Emails
- Re Send Email Event
- Deleting Unwanted or Unused Email Events and Templates
- View Sent Email
- Transaction Coordinator access to the Real Estate Dashboard
- R.E.D Registration Process
- See when an agent last used their RED link
- Real Estate Dashboard - Enable Order Notes
- Real Estate Dashboard - Enable Banner Message
- Sending the Real Estate Professional Dashboard in a Mass Email to Your Agents
- Adding Items to a Repair Request List
- Delivering RED link to agent via email
- Real Estate Dashboard (RED): Setting it up on an Agents Phone (Android or iPhone)
- Organizing Fees - OFV1
- Add, Edit, or Delete Multiple Square Footage Range Calculations
- Calculating Fees by Square Foot for Services
- How to Add, Edit, and Delete Fees
- Add, Edit, or Delete Individual Square Footage Range Calculations
- How to Use Square Footage Ranges, or Charge per Square Foot
- Setting Up and Applying Transaction Surcharge previously known as Convenience Fee
- Exclude Orders from Square Footage Fee Calculations by Inspection Type or Service
- Applying Square Footage Fee Calculator to Multiple Fees
- How to Add a Discount Fee to your ISN
- Zip Code Fees
- Restoring Deleted Fees
- How To Add Fees From a Custom Control To Your Online Scheduler (v.3)
- Fees Based on Control Values
- Edit or Delete a Fee
- Add Additional Foundation Types
- Add a Fee
- State Filtering and Setting the Default Agreements
- Require Agreement Signature before Payment
- Agreement Initial Fields
- SMS Message when Client Signs
- How to Sign an Inspection Agreement and Pay Online
- Email : Manually Send Agreement
- Manually Set an Agreement to Signed
- Associate Agreements with Inspection Types
- View or Print a Signed Agreement
- Restore a Deleted Agreement Signature
- Print an Agreement for Physical Signature
- Print a Blank Agreement
- Set a Default Agreement
- Copy or Edit an Agreement
- Inspector Signatures in Agreements and Email Templates
- Delete Signature From Signed Agreement
- Creating a Mass Email
- Add image of License to Agreement
- Manually sign an Agreement from within ISN
- Smarty - Creating order controls to opt out of services on an Inspection - OFV1
- Agreement association with Services
- How to have the client sign the Agreement on-site using your device(s)
- How to associate Agreements with Services
- How to Collect a Client’s Agreement Signature in the Field
- Change Sender's Email Address When Emailing Reports
- How to Bulk-Delete Unscheduled Inspections
- How to Re-Complete an Inspection
- How to Download a Fill-In Form with Inspection Information
- Creating Fill-In Forms
- Preparing and sending a quote - OFV1
- Inspection Viewing Options
- Inspector Scheduled Emails
- Adding a Note to an Unscheduled Order
- Print Order Form for Incomplete Inspection - OFV1 & - OFV2
- Print List of Inspections
- Cancel an Inspection and How to Bring it Back Out When Time to Reschedule
- Editing Clients or Agents
- Restore a Scheduled Order to Unscheduled
- Add Property Photo to Unscheduled & Scheduled Orders
- How to set Inspector Schedule Availability
- Creating/Troubleshooting a Footprint
- View Order Notes
- Reinspection Feature
- Sending an Automated Email Notification When a Credit Card Transaction is Performed
- Exporting Legacy (Invoice) data from Inform
- Entering Electronic Payments (Venmo, Paypal, Zelle, Cash App, Crypto, etc...)
- Enable the New Invoice System
- Automatically Email an Invoice to Client When Order is Paid
- Customizing Invoice Templates
- Void Card Authorization
- Send out Email Template with Payment Link once Credit Card processor has been set up
- Inputting Payment Information
- SMS Message when Client Pays
- Create a Quote - OFV1
- Coupons while Viewing an Order
- Adding a Percentage Based or Fixed-Rate Coupon to Your ISN
- How to Add a Refund Note
- Sending an Invoice/Receipt
- Refund a Credit Card Payment
- Manually marking an order as paid
- View SMS/MMS History by Contact
- Creating An SMS Template
- Sending a SMS message to multiple agents at once (SMS Premium)
- Send a Message to Anyone
- How to send an Image or Video in an MMS
- Send Messages to Inspectors
- Upgrade to Premium SMS/MMS (Video)
- How to Send SMS Templates
- Using Radon Replacement Values in SMS Events
- View & Send SMS/MMS per Order (Desktop & Mobile)
- Reports via Text
- Send an SMS to a Client
- Create an SMS Event
- Purchase Your Own SMS/Text Number
- Creating and Adding Email Template Labels
- How to Add a Hyperlink to an Email Template
- How to create Templates or Containers from HTML
- Adding Review Links To Logos In Email Templates
- Client Inspection Quote Email Template
- Manually Send an Email
- Adding special Date/Time(s) to your Templates (date and time format)
- Sending YouTube Videos via Email
- Youtube Replacement Value
- How to upload Images to a Container
- Social Media Icons in Email Templates
- Uploading Images and Files in Email Templates
- Inspector or User Photos Replacement Values
- Send an Email from an Unscheduled Order
- Change the Container for All Email Templates
- Adding a Link to an Image in Your Email Template to an External Site
- Adding a Link in Your Email Template to an External Site
- Email Containers (Digital or Electronic Stationery)
- Adding Files as Attachments to Email Templates
- Edit an Email Template
- Copy Email Template
- Adding a File to an Email Template
- Add Your Photo to Emails
- Add Payment Link to Email Template
- Add Image to Email Template
- Add a Link to a Video in Email Template
- Send an Email Template from an Order
- How to Add a Hyperlink to an Email Template
- Creating/Deleting Agent Teams
- Agency Relationship Manager (ARM) - How to Enable & Required Permissions
- Agency Relationship Manager (ARM): Agencies
- How to Use the Agent Alert Feature
- Agency Relationship Manager (ARM): View Detailed Reports
- How Do I Add Two Agents to One Inspection Order?
- Agency Relationship Manager (ARM): To-Do View
- Agency Relationship Manager (ARM): Route Builder
- Agency Relationship Manager: Assigning Agencies to a Rep
- Add Multiple Agents to a Label at Once
- How to add Insurance Agents/Companies to your order form
- Downloading an Agent Roster (of an agency)
- Insurance Agents in Online Scheduler
- Alarm Leads By Agent
- How to view all of the Inspections for an Agent
- List of Inactive Agents
- Show Agent Stats on Order View
- Track Specific Agents in Agencies
- Remove Agent Photos
- Download Agent Database from ISN
- Merge Agents
- Merge Agencies
- View Deleted Agents
- Add Agents Photo to your Email Templates
- Add Agent Photo
- Agency Labels
- Agent Statistics from the Order View
- Add Agency Logo
- Downloading Specific Agents
- Downloading Agency Data
- Downloading Agents (Exporting Agent Information)
- Adding Agency Image or Logo to Outgoing Email
- Add or Edit an Agency
- Agent History
- Create a Client or Agent Label
- Add Agent to ISN Database
- 'Remove Signed Agreements' Privilege
- Setup and use Inspector Biographies
- Finding Access Keys in ISN
- Enable the Time Clock
- How to Remove a User/Inspector
- eProcessingNetwork (EPN) payment mode
- User History
- View and Restore Deleted ISN Users and Inspectors
- Footprints: How to Clean up
- Change Password for ISN User
- Deleting Clients or Agents
- Disable a User Account
- How to change a user’s calendar color
- Setting up and Running Payroll Reports
- Assume User
- Adding your Office Logo
- How to add a new user / inspector to your ISN
- Add Photo to User Profile
- Add a Feature Suggestion
- How to Create New Contact Types
- View System Log
- Add Inspection Types
- How to use the Mileage Estimator
- Add Inspector Signature to Email Template or Agreement
- 203K: Adding Contacts ( Contractors) - OFV1
- Adding New Clients
- Review Client Labels Quickly
- Changing Client or Agent When Editing an Order
- Download Client or Agent info in ISN
- Download Client Database from ISN
- Edit Client Email Address within Order Form - OFV1
- Edit Client or Agent Label
- Merge Clients
- Convert Clients to Agents or Agents to Clients
- Add Clients to Client Label
- Setting up the Sample Report Feature
- Sample Repair Request List
- Converting Attachments to Reports or Reports to Attachments.
- Titling an Attachment
- Report Number Options
- Report Expiration - How To Update
- Make Report Number Editable
- Disable sending emails and texts to me that a client opened a report.
- How Does the ISN Know Which Report to Send?
- Sending an Order Attachment in an Email
- I Uploaded the wrong Report. How do I upload the correct file?
- I Uploaded the Wrong Report, How Do I Delete It?
- Deliver Report and Attachments without Payment or Signature
- Download an Inspection Report or Attachment(s) from an order
- Adding Attachments to an Inspection Order
- Report Delivery Options
- Add a Personal Message when Sending Your Report
- Emailing an Inspection Report
- Upload Your Inspection Report: Manually
- Quickbooks: (Step 1) Integration
- Quickbooks: (Step 2) Syncing ISN Fees (Mapping to QBO Accounts)
- Quickbooks: (Step 3) Icons - What do they mean?
- Quickbooks: (Step 4) Sending ISN Customer Data
- Quickbooks: (Step 5) Sending ISN Invoice Data
- Quickbooks: (Step 6) Resolving Error Required parameter Line.DiscountLineDetail is missing
- Quick Books Desktop
- Deleting Browsing Data on Chrome
- How to Add ISN as an Icon on Your PC Desktop
- Development for the Inspection Support Network (API)
- ISN Shortcut Using Edge Browser
- Performing a Traceroute from ISN to you
- Search by Phone Number
- Print Email Sent from View Sent Email Feature
- Log Out and Remove Cookies
- Create a Desktop Shortcut for Your ISN (Windows 10)
- Adjusting the Margins for PDF files
- Adding your own Digital Stationery
- Add more than one email address to profile - OFV1
- Add a Vendor to the Report Delivery Page