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Customize Intro Text for Recommended Contractors Section
Customize Intro Text for Recommended Contractors Section

Choose which options will display as a title for and an introduction to the Recommended Contractors section of your Client Portal report.

Josh Koontz avatar
Written by Josh Koontz
Updated over a month ago

You can now customize how the Recommended Contractors section title and introductory text will display in your reports!

At the top of the Recommended Contractors page, click the new Set Intro Text button.
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This pops up a modal that allows you to do two things:

  1. Change the section title from the default ("Recommended Contractors") to something custom you write.

  2. Change the introductory text for the section from the default ("For issues found during the inspection, you can get a repair estimate for any of these contractors.") to something custom you write.

Now when your report generates and has recommended contractors listed, your new section title and intro text will appear directly above that list.

We hope this feature provides value to you and your clients!

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