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Category Archive for: ‘Tips & Tricks’

Go to your inspection grid by clicking on Inspections and then selecting View Inspections. Choose your desired inspection and click on the green dollar icon. Click on the appropriate payment type (add cash, check, money order payment, etc.), enter the inspection fee collected, enter the check number if applicable and click on add payment. In …

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After your inspection has been completed and uploaded to your ISN you can email a report to the client. To do this hover over Inspections and then click on View Inspections. You can click on the envelope icon to open it. Click on the appropriate persons emails you want to send the report to then …

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To add an attachment to an inspection simply click on Inspections then View Inspections, and click on the icon that looks like a piece of paper with a paperclip. A screen will open where you will enter a Title, Description and then browse to find the document you want to attach from your computer. Next …

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To send an invoice or receipt to a client click on Inspections then View Inspections. Now locate the desired property, or click on Search this Information and search as shown below. Next simply click on the Invoice icon and click on Email Invoice then click on Add Payor email button and lastlye click Send Email. …

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Enabling your Costco/Elavon Virtual Merchant account to allow for web based transactions: Login to your account @ https://www.myvirtualmerchant.com/VirtualMerchant/login.do In the top menu, mouse over “Terminal” and then mouse over “Advanced”. Find the “Enable HTTP Transactions” checkbox and check it, then click Update. The next step is to set up your Costco/Elavon Virtual Merchant account in …

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For those “technical” inspectors who like to dabble in HTML here is how you can style your table of fees in the Agreements and in Email events. The table is a simple HTML table with the following construct:     <table class=”fee-breakdown-table”>    <tr>       <th>[here is where we put the name of the fee]</th>       <td>[here is …

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