What Is Send Schedule Email
The Send Schedule Email is sent out to relevant stakeholders notifying them that an inspection has been scheduled.
For more information about Schedules Please Click Here
How to Set Up Send Schedule 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 "Send Schedule 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
Schedule Date
Inspector
Mobile Deep Link
Please Note:
Dynamic information will be displayed in the email within [[ ]] for example [[Address]]
For additional Dynamic Fields, please contact support: support@snapinspect.com
How to Set Up Email Automation
Auto Email
Enable this option for emails to be sent automatically based on triggers. Once ticked, the email template will become live.
Auto Email To
Add all relevant recipients who need to receive the email. Using the format Contact(Tenant) ensures that only recipients associated with the specific asset will receive the email.
Please note:
Add all relevant recipients who need to receive the email, using the formats below without spaces between each recipient, ie Contact (Tenant),Contact (Owner),Inspector,Property Manager,email address,[[Asset Custom Field Name]], to ensure that only recipients associated with the specific asset will receive the email.
Ensure there is so spacing between each contact/email address if you decide to send this to multiple people
Save/Delete Template
After finalising your email template and settings, click 'Save Template.' If you wish to delete the template, click 'Delete.'
How to Attach Multiple Scheduled Email Templates to an Inspection Type
You can send multiple Send Schedule Email templates—such as one for the tenant and another for the owner—by adding various scheduled emails. While the email type remains the same, the body content can be customized using different templates to tailor the message for each recipient.
To set this up:
Navigate to Inspection Types in the Checklists tab.
Select the relevant Inspection Type.
Go to Settings > General.
Next to New Scheduled Email: click on Select Email Template.
Choose the appropriate Email Template for the recipient (e.g., tenant or owner).
Repeat steps 4–5 to add additional scheduled emails with different templates.
For more information about Email Automation, Please Click Here
If you have any additional questions or need support, please contact the team at support@snapinspect.com.