Inspection Support Network » Help Videos

Setting Up Fees & Pricing in the ISN

Dan Huber — Wed, 23 Feb 2011 17:00:14 +0000

We explain the process of setting up your fees and pricing in this video. We walk you though setting all of the fee options available in the Inspection Support Network from fees per square foot to adding coupons and discounts.

Although fees are not required to be set up, it is important that if you choose to use them they are set up correctly in order to utilize all of the functionality the ISN has to offer.

Agent Statistics from the Order View

Chris Schuld — Thu, 09 Sep 2010 05:37:24 +0000

You can new view quick agent statistics from the order view screen. This is available not only in the view screen but also the print screen. All you need to do to see the setting is enable it in your office settings.

Here is how to enable the feature in this walk through video:

Setting up the Online Scheduler (v2)

Chris Schuld — Thu, 09 Sep 2010 05:06:28 +0000

Setting up the Online Scheduler requires a few steps. This video walks you through the necessary steps to get your online scheduler up and running.

Using the Dashboard

Chris Schuld — Tue, 07 Sep 2010 20:27:53 +0000

The new Dashboard is available for preview. Here is how you can view it in your ISN!

Downloading Agency Data

RJ McCollam — Tue, 24 Aug 2010 00:33:06 +0000

In this training video we show you how to download your agency data. We give you the option of downloading all of your agency data or only active agencies within a specific time period.

How to Re-queue/Resend and Email Event

RJ McCollam — Tue, 24 Aug 2010 00:13:38 +0000

In this training video we show you how to re-queue or resend an individual email event for a particular order.

Setting PayPal as your Payment Processor

RJ McCollam — Tue, 24 Aug 2010 00:13:30 +0000

In this training video we show you how to use PayPal as your payment processor for your ISN.

NOTE: You can only use a PayPal Pro account with the ISN and not a PayPal Standard account.

Using the Get Templates & Containers Tool

RJ McCollam — Tue, 24 Aug 2010 00:13:18 +0000

The ISN has a great place for you to browse and download new email templates and containers into your ISN. Go to Email -> Get Templates & Containers and you can browse or download a list of new and old email templates and containers.

Generate a Customer Service Inquiry Report

RJ McCollam — Tue, 24 Aug 2010 00:12:56 +0000

In this training video we show you how to generate a report for an individual Customer Service Inquiry. The report will be downloaded in PDF form and saved to your computer for you to manage your CSI’s and for future reference.

Watch our overview video on using the Customer Service Inquiry Tool here.

How to Change the Container for All Email Templates

RJ McCollam — Tue, 24 Aug 2010 00:12:32 +0000

In this training video we show you how to set a specific container for all of your email templates with one click.