email notifications
under review
L
Lars Burggren
Hello,
I am wondering about an option to send the report to the buyers agent but only after the client has signed off on it. I have a separate contract releasing the report to an agent but some clients choose to not sign that. I do not have the auto send to the agent enabled and have to do it by sharing the report if the client signs the release. However, The sharing the report function does not always work (Basically it doesnt work) so I end up having to download a PDF and attach to an email. I guess I am looking for a little more automation and functionality between agreements, and the clients/agents.
Janaya Fix - Product Management
marked this post as
under review
Janaya Fix - Product Management
Merged in a post:
Re-sending agreements or shareable link
Rosalie Krenger
Any time we change or correct an email address and attempt to re-send the pre-inspection agreement with the "Send to Client" button, we get an error message that says "Settings for this email are not available." This is in the app on both iPhone and iPad, and on the web portal on a desktop.
If that is not something that can be fixed, a button somewhere in the inspection details page, like next to the "Send to Client" button, to share the link to the PIA would be incredibly helpful (e.g. click to copy a shareable link so I can paste it in an email or text myself).