Build 2738

Send agreement from Order Summary

You now have the ability to quickly send an agreement for a specific order when you are viewing the order. Look for the new Send Agreementbutton next to the Invoice button when viewing an order.

Agent Address and Work Phone/Fax now Remembered on Order Form

The agent's address will never be lost nor overwritten whenever you check the "Use Agency Address / Phone numbers" option. If the agent has their own address, work phone and work fax set, unchecking this option will restore the original values.

Force the From Name and Email Address when Emailing Attachments

The ISN will usually use your information when sending emails out. However, you can now force the use of a global or office email address and name when sending out attachments. Just like reports you can now fully control what name and email is used. To update your settings browse to Office Settings -> Attachment Emailing Optionsto activate this option and set the From Name and Email Address for your attachments.

Agent Grid Updates

We updated the agent grid to be even smarter. Some inspectors had reported the Agent grid to "forget" what they were last looking at. The Agent Grid has been updated to fix its forgetfulness!

Set/Change Insurance Agent Passwords

When adding or editing an insurance agent, you can now assign and or change the password for that agent.

County Lookup

The ISN will automatically lookup counties for you. We have updated this process to be more responsive for validated Google and Trulia addresses.

New Price Adder

We have added another price adder into the system. You can now update your pricing based on the "sales price" of a property. To use this new "adder" click on Settings and then on Office Settings. You will see Fees by Property Sales Price. Click there to update your sales price fees if you use them.

Track when an Agreement is Sent

The system now tracks when an agreement is sent to a customer. Easily see what agreement(s) were sent on an inspection by adding the Agreement History view to your order view. View our how-to videohere.

Invoice Link in Incomplete Inspection Grid

You can now send an invoice from the incomplete inspection grid. This allows you to send invoices for inspections which may be incomplete or not 100% scheduled yet but an invoice or estimate is requested by the customer or agent.

SMS on ISN

We have changed SMS (Texting) Providers. Your SMS messages should start flowing again! You can read more details about the problem in a recent editorial.