You can now sign an agreement while you are logged in to your ISN. This feature is great for Inspectors that use their laptops in the field and have the client sign the agreement at the time of the inspection. Read more
July
26
Sign an Agreement while Logged In to your ISN
Written by RJ McCollam on July 26, 2010
Posted in: Help Videos · 5 Comments
July
26
Changing your Inspection Viewing/Printing Options
Written by RJ McCollam on July 26, 2010
Posted in: Getting Started, Help Videos · Leave a Comment
In this training video we show you how to change what you see and don’t see while viewing or printing an inspection as well as show you how to change that order of what is displayed. To change what you see while viewing or printing in order go to Settings - Office Settings and then select Inspection Viewing Options or Inspection Printing Options. Read more
July
12
Email Templates and Containers Webinar
Written by RJ McCollam on July 12, 2010
Posted in: Help Videos · Leave a Comment
This Inspection Support Network Training Webinar was given on July 8th, 2010 and is on editing email templates and containers.
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June
22
One of the first things to do when you set up your ISN is to link your ISN with your credit card processor. In this training video we walk you through setting up your payment option under Settings and Office Settings and also show you how to take a manual payment from the inspection grid.
June
18
Setting up Email Templates and Events
Written by RJ McCollam on June 18, 2010
Posted in: Getting Started, Help Videos · Leave a Comment
The Inspection Support Network comes pre-loaded with many different email templates that can be used in your day to day functions and marketing purposes. In this training video we show you how to edit and create new email templates and edit and create your different email events. Read more
June
14
Managing Your Clients/Agent Lists
Written by RJ McCollam on June 14, 2010
Posted in: Getting Started, Help Videos · Leave a Comment
In this training video we show you how to manage your clients and agents list. If you have a list of your clients/agents you can send them to the team at the Inspection Support Network and we will upload them for you. We show you how to format your CSV (comma separated value) list before sending it.
Note: This video focuses on Agents specifically, but the functionality is the same for both Clients and Insurance Agents. Read more
June
8
Using the Order Form
Written by RJ McCollam on June 8, 2010
Posted in: Getting Started, Help Videos · Leave a Comment
The order form in the Inspection Support Network is one of the features that you will use most often. In this video we walk you through the process of entering and completing an order as well as cancelling and un-cancelling an order. Read more
May
28
Adding & Managing Users in the ISN
Written by RJ McCollam on May 28, 2010
Posted in: Getting Started, Help Videos · Leave a Comment
In this video we provide an overview of adding and managing users in your ISN. We explain what information needs to be entered for different users, how to use the color wheel, and how to select the right permissions for a user. Read more
May
25
Our team is pleased to bring you Build 2738 of the Inspection Support Network. The new Build will appear in your ISN over the next 24 hours. It adds several new features and updates a few items on the ISN!
May
25
Using Agreement History on Order Form
Written by RJ McCollam on May 25, 2010
Posted in: Help Videos · 1 Comment
You can now show when you have sent an agreement on your order form. This allows you to see the date & time the agreement was sent, who the agreement was sent to, and allows you to view the agreement that was sent.
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