Signing up
Getting More Credits
My Schedule
Booking an Inspection
Report Writing
Descriptions, Limitations
Report Writing
Recommendations
Adding Photos
Report Publishing
My Items 1
My Items 2
Manage Inspectors
Company Information
Formatting Reports
Setting up the Invoice
Managing Agents
Using Spell Check
Editing Bottom Line
Confirmation Emails
Ancillary Reports
Business at a Glance

HORIZON - Confirmation Emails

 

General Tips on HORIZON
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In this session we will cover:

1. Viewing and Turning Off/On Confirmation Email
2. Editing Confirmation Email

1. Viewing and Turning Off/On Confirmation Email.
1.1. Click on My Profile on the top tool bar.
1.2. From the My Profile screen, click on Confirmation Email. (Figure 1)

Figure 1

1.3. Confirmation Email lets you send your clients a pre-inspection email message.
1.4. You have the option to include or not to include Confirmation Email in your report by turning this feature Off / On.(Figure 2)

Figure 2

2. Editing Confirmation Email.

2.1. In the Confirmation Email screen you can add text in the subject and in the text box
2.2. Click on the Subject to add information.
2.3. Click on the Text Box under Dear to add information specific to you or your company. (Figure 3)

Note: The Inspection Date, Time, Duration, Address and Fee (if any) will automatically appear in your confirmation email.

Figure 3

2.4. After adding your desired information into the Confirmation Email click Spell check to make certain all your information is entered correctly. (Figure 3)
2.5. Click Save and Back to save changes and go back to the My Profile screen. (Figure 3)
2.6. Click Back to return to the My Profile screen without saving changes. (Figure 3)

That’s it, you have Viewed and Edited Confirmation Email!

 

 

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