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You can manually send emails through Inspection PLUS when needed. Below we go through different types of emails you can send and why.
There are 2 ways to access the appointment information. Through Leads and through Inspections. We will go through both sceneriors below.
Viewing the Lead
Click on Leads at the top of the page and you can either search or see the list of leads.
List of Leads - You can click on the icon to view Lead and it will take you right into the Lead.
Click on the Leads at the top and then click Search Criteria. From here you can enter the address, or just the numbers and search.
Once you have entered in the information and clicked search, it will show the information like the above example, where you can access the Lead through the Icon.
Sending Email to Property Owner
Within the Lead, you can click on the email icon next to the Property Owners address.
There is a drop down where you can select the email Template you would like to send to Home Owner.
Typical emails sent would be :
24 Hour Reminder to Home Owner
Out of Service Area
Quote
Sample Report
Sending Email to Insurance Adjusters
You can also send emails to Insurance adjuster and/or Private attorneys within the lead.
Click the email icon and it will open to the notification templates.
Common templates are:
Out of area - Unable to contact Insured - Insurance Inspection Booked - Payment Request - Report
You can also send emails when viewing Inspections
Click on Inspections and you can search for an address.
Once you have found the Inspection you are looking for you can click the icon on the line to view the inspection.
Within the inspection, you will click Archive / Email Log.
You will see the section Email Log Where you can click on any of these icons to see the email that went out in regards to this inspection.
When you are previewing the email, if you scroll all the way to the bottom, you will see a button to resend the email.
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