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Setting up automations for inspections

1

Set up automations before scheduling inspections

0:01
  • Go to the Automation section
  • Ensure automations are set up before scheduling any inspections
Setting up automations before scheduling
2

Choose types of communications

0:31
  • Select the type of communication you want to send (e.g., email, SMS)
  • Understand the trigger points for scheduling communications
Choosing types of communications
3

Import automation settings

0:53
  • Click Import to select services for the automation
  • Note: If no service is selected, the automation applies to all services
Importing automation settings
4

Select specific services (Optional)

1:05
  • If needed, select specific services for the automation
  • Avoid selecting services unless necessary to ensure future inspections are included
Selecting specific services
5

Edit automation details

1:25
  • Click Edit to modify the automation settings
  • Review trigger types, reference names, channels, and delays
Editing automation details
6

Set filters for specific contacts

2:04
  • Use stack filters to exclude specific realtors or contacts from receiving messages
Setting filters for specific contacts
7

Customize message body

2:14
  • Edit the message body for emails and SMS
  • Use placeholders for personalized content
Customizing message body
8

Test SMS and email messages

2:44
  • Use the Test SMS feature to see how messages will appear to customers
  • Send a test email to yourself to review the customer experience
Testing SMS and email messages
10

Duplicate inspections and view filters

3:27
  • Duplicate inspections as needed
  • Use filters to view all inspections and automations
Duplicating inspections and viewing filters
11

Access customer reports portal

3:58
  • Use the reports button to access the customer portal
  • Customers can enter their email to access reports
Accessing customer reports portal

Next step

Schedule an inspectionProperty, client, agent and services, then confirm5:42

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Last modified on September 7, 2026