Embedded Files
Client Info Tab
Client Info Tab
On this tab you will gather the information for the person requesting the inspection. Click on the drop down next to Role to change if needed.
On this tab you will gather the information for the person requesting the inspection. Click on the drop down next to Role to change if needed.
Next, click on "+ Add New Client" to enter their information.
Next, click on "+ Add New Client" to enter their information.
For the client, you only need to get their first name, last name, email address, and phone number. Under the phone numbers section, click the box next to "Send SMS Events."
For the client, you only need to get their first name, last name, email address, and phone number. Under the phone numbers section, click the box next to "Send SMS Events."
This is what it will look like after you've filled in the information.Â
This is what it will look like after you've filled in the information.Â
You can now move on to the Realtors tab.
You can now move on to the Realtors tab.
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