What is Request Inspection?
The Request Inspection email is sent to the relevant third-party inspector, notifying them that they must complete the attached inspection request.
Tip: For more information about Request Inspection, Please Click Here
How to Set Up Request Inspection Email Automation
Go to the Company Settings tab within the app.
Select Settings, then choose Emails & Templates from the menu.
Enter a name for your template in the designated field and select "Request Inspection Email" from the dropdown menu.
Click on the "Add New Email Template" button to save your new template.
How to Edit Email Template
Click on the area in the template where you want to insert the information.
Click on the option for Dynamic Field to access the available data fields.
Select the type of information you wish to add to your template from the provided options.
Company Logo
Address
Manager
Reference
Inspection Type
Expire Date
Inspector
Company Name
Recipient Name
Recipient Email
Magic Link
Please Note: Dynamic information will be displayed in the email within double square brackets ([[ ]]) for example [[Address]]
Save/Delete Template
After finalising your email template and settings, click 'Save Template.' If you wish to delete the template, click 'Delete.'
How to Set Up a Request Inspection Email
You can send a Request Inspection Email to notify recipients and request an inspection.
To Set This Up:
Navigate to Inspection Types in the Checklists tab.
Select the relevant Inspection Type.
Go to Settings > General.
Next to Request Inspection Email: click on Please Select.
Choose the appropriate Email Template for the recipient.
For more information about Email Automation, Please Click Here