ITM Reports - Inspection Reminders
Purpose:
- The purpose of this Knowledge Base Article is to demonstrate how to send Inspection reminders to Property Owners and Service Providers submitting ITM Reports.
Video:
Instructions:
1. Click on ITM.
2. Click on ITM Reports.
3. Click on Filter.
4. Ability to filter ITM Report Submission by:
Days Past Service Date, Days until Next Service Date, and Days Past Next Service Date.
5. Click on Apply filters to pare down your ITM Report list.
6. Bulk Select the rows you wish to send an Inspection Reminder to.
7. Click on Bulk.
8. Click on ITM Reminder.
9. From here you can select to send a reminder to either: Property Contact, Service Provider or both.
We are going to select both for this example.
10. We have the ability to save Templates for Inspection Reminders or start a New Email from scratch.
For this example, we are going to "Load from Template"
11. Here we will see a list of all the Templates we have saved and ability to select to utilize from this list.
12. Highlight the desired Dynamic Tag.
Templates include Dynamic tags that we can pull data directly from information provided in the ITM Report or available from the Occupancy Record.
This is an example of a field that can be pulled from existing information "[Property Owner/Manager]"
13. From the Dynamic Tag list search for the field to pull data from. In this case we want the "Property Contact Name".
14. Property Contact Name will now appear respectively in each of these Inspection Reminders as they go out to the different Service Locations.
Templates can be built to utilize multiple dynamic tags.
15. Once your email has been drafted click on "Send" button.
16. You will see a confirmation email.
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