Embedded Files
Emails can only be manually sent once the lead is accepted and turned into an Inspection. Please see the steps below on how to access the Inspection order to send emails.
First click "Inspections" from the top row of items to search for the inspection. Search for the inspection you wish to send an email on. You will then click the icon to view inspection to access the order.
There are two ways to send or re-send the pre-inspection agreement when accessing the basic information page of the order.
To re-send the invoice you can click the "Invoice/Receipt/Proposal" option from the left hand side and scroll down to the invoices section. You will then click the "Send Email" icon.
To send or re-send a report that has been published click "Reports" from the left hand side, scroll down to internal files and select the "Send Email" icon.
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