Automations

Set Up Automations Before Scheduling Inspections — 0:01

• Go to the Automation section
• Ensure automations are set up before scheduling any inspections

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

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

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

Edit Automation Details — 1:25

• Click Edit to modify the automation settings
• Review trigger types, reference names, channels, and delays

Set Filters for Specific Contacts — 2:04

• Use stack filters to exclude specific realtors or contacts from receiving messages

Customize Message Body — 2:14

• Edit the message body for emails and SMS
• Use placeholders for personalized content

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

Automatic Inclusion of Footer Information — 3:17

• Default footer includes your license number, credentials, signature, and photo

Duplicate Inspections and View Filters — 3:27

• Duplicate inspections as needed
• Use filters to view all inspections and automations

Access Customer Reports Portal — 3:58

• Use the reports button to access the customer portal
• Customers can enter their email to access reports

Embed Report Links in Automated Emails — 4:08

• Ensure the custom report placeholder is included in automated emails