Occasionally, you may need to manually send an advanced automation email or text to the client/agent on an inspection. If you've recently made changes to an inspection, such as rescheduling, reactivating, or updating payment info, and an expected email or automation wasn't triggered automatically, you can manually send it by following the steps outlined in this article below.
This can include things like:
Sending a confirmation email for a rescheduled inspection
Resending agreements, reminders, or payment links
Manually Sending an Advanced Automation Email
In this section, we'll show you how to manually send an email from your Inspection Actions page.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on the inspection to open the Inspection Details page
Click "View All Inspection Actions"
Click an action group to open it
Click "Send" to the right of the email you want to send
Click "Send"
Manually Sending an Advanced Automation Text
In this section, we'll show you how to manually send a text from your Inspection Actions page.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on the inspection to open the Inspection Details page
Click "View All Inspection Actions"
Click an action group to open it
Click "Send" to the right of the text you want to send
Click "Send"
Frequently Asked Questions
Why isn't the "send" button showing up next to my action/automation?
If the send button isn't showing, you'll need to enable the advanced automation first. To do so, toggle the switch to change it from 'disabled' to 'enabled.'
Why didn't my email/text send when I scheduled the inspection? Do I need to manually send it?
If the inspection was scheduled/confirmed with notifications disabled, your scheduling automations may not have been fired. This is because those automations look for the triggering event which is the inspection being confirmed.
If notifications are disabled during that triggering event (scheduling/confirmation), the automation will miss the event and will not be sent out. You will need to manually send the automation so the client/agent can receive the message.
Can I send a one-off email instead?
You sure can! Click here to see how to send a manual email.
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