Good communication is the key to keeping your clients and agents informed throughout their home inspection process. Messaging is the primary way your clients and agents experience that communication.
This works well but it is only part of delivering an incredible experience to your clients and agents.
Why Scheduled Messages?
Client and agent messages are sent when certain events occur in the lifecycle of a job. These are events like when you confirm when you reschedule, or when the inspection results are available for the job.
Scheduled messages are different. They let you set up and send automated messages before or after many points in the lifecycle of a job.
This lets you can send reminders before the inspection and send follow-up messages afterward. Providing an end-to-end customer experience that your clients and agents will appreciate.
What does it look like and how can I use it?
A scheduled message is just like any other Autopilot message. With one exception. You can tell Tap Inspect to deliver the message before or after an event that occurs in the lifecycle of an Autopilot job. Not just when the event occurs.
You can schedule your messages to be delivered minutes, hours, days, or months before and after most events.
Your account is set up with a few default scheduled messages but they are disabled by default. You can use these or add your own.
Get Started With Scheduled Messages
Sign into your web account and go to your Messaging settings page. This is where you can enable the default scheduled messages to start using them immediately or add new scheduled messages.
Tap on an Inspection Reminder message to open it. Enable the message and tap Save Changes at the bottom of the screen. That message will be sent the day before the Inspection Date of the next job on your schedule.
You are all set! Enable the other messages you want to send. Edit the body to fit your voice and branding and save the changes.
Your clients and agents will appreciate you keeping them informed and prepared with end-to-end communications.