Send Report... Message Block
H
HouseWhisperer
Many times, when I email the Send Report to a client, who has yet to pay for the inspection... I'll send a message: "Hello XXXX, the inspection report is ready to be sent out, please pay for the inspection using the online Credit Card Payment link, so that the report can be released... thank you for the business, Glenn" ... Is there a way to select pre-written messages, so that I don't have to type in the above every time...
Janaya Fix - Product Management
Merged in a post:
Message block on Send Report
H
HouseWhisperer
Have drop down list of custom messages each inspector would create and add them to a drop down list... the message that I've typed in hundreds of times is: "Hello (client's name), the inspection report is ready to be sent out... Please pay for the inspection using the online Credit Card Payment link (I've created a request payment template), so that the report can be released, thank you for your business, Glenn"... there have been other messages, that I've had to type out several times in the past... Glenn
ISN Product Management
Great to hear your perspective, HouseWhisperer! I have a few more questions for you:
- Can you provide more examples of the custom messages you frequently use?
- Would you like the ability to edit these custom messages once they've been created?
- Do you envision this feature being used by other inspectors as well, or is it specific to your workflow?