Quickly sending emails directly from the Inspection Details page just got simpler!

With the new Create Email button combined with the new Email Templates function you can now improve your business communications with ease.

Companies on Advanced now have the option to replace the base function of the Share Details email with a full set of customizable templates to use for one-off emails.

Under Settings / Advanced Tools make sure you have the Enable Manual Emails box checked and then click on the Email Templates button.

The first time you get here there will be no templates but adding one is simple. Just click on + Add Template to get started

In the Create/Edit Template window you can:

Once you have create a template or two you can now use them directly from an inspection as needed!

On your inspection details page in the Emails box at the bottom of the page you will see a button labeled Create Email. Click that to open the Create Email window.

From here you can select your template or choose the - - option to write something on the fly.

If you are using a template you will see a hyperlink (Company Admins Only) for Edit Template: to go back to the template editor in case you find that you need to adjust something in the template. You don't need to do that if it is just an adjustment for the email you are about to send out as you can edit that directly in the window before hitting send.

You will notice that the Share Details button is now gone from the header of the Emails box. However unless you choose another template as default the Share Details email template will load as the default when you open the Create Email window.

Once you send the email you will see it in the list of sent emails in the Emails box.

We hope that this new tool allows you to further improve your business communications and save you more time!

If you have any questions when using the email templates please reach out to our amazing support team on the bubble!