The Inspection Support Network makes it easy to send your referrals to Broadview Home Security.
Once you are ready to begin using this feature simply turn it on. To do this go to Settings – Office Settings – Working with Other Applications and click on the tab for Broadview Home Security and check the box to begin using the Broadview Home Security Add On.
When you return to the inspection grid or dashboard (Inspections – View Inspections), you will see a new icon has been added, a blue shield. If you hold your computer mouse over the blue shield you will note it says “Set this Inspection to send Broadview the Information (this will not send the information now)”.
Clicking this blue shield turns the shield green and prepares the information to be sent but WILL NOT send the information until you are ready to send it. Note, holding your mouse over the green shield will tell you “This Inspection is ready to send to Broadview…when ready click Tools and then Broadview”.
By going to Tools – Send Info to Broadview Home Security, you will see the inspections ready to be sent along with a copy of the inspection report. Here you can review or edit any last minute information or delete entirely before you push the button to send the information to Broadview.
Once you click the tab with the red shield “Send the inspection information to Broadview Home Security“, the green shield icon on the inspection grid will now be red and read “Broadview Information Already Sent for this Inspection”.
Coming soon the Inspection Support Network will also be able to track your Broadview referrals and be able to supply you with a detailed report of what inspections have been sent and when, which ones have been paid for and which ones are still outstanding.
The Inspection Support Network‘s team always strives to provide its users with the best tools available for running their businesses.
