The Advanced Tap Inspect Topics course is now available in Tap Inspect Academy. This course guides you, step-by-step, on the best practices to make Tap Inspect your own without spending hours reading tutorials or trying to do it on your own by trial and error.
Go Beyond Just Mastering the Basics
Advanced Tap Inspect Topics go beyond the basics of creating and sharing your inspection results covered in the Master the Basics of Tap Inspect course in Tap Inspect Academy. This course dives deeper into the best practices of how to make Tap Inspect your own.
Tailor Your Templates to Fit Your Business
The course starts by showing you how to tailor your templates to fit your personal style of reporting. By the end of the section, you’ll be able to make the default templates your own by customizing them to fit how you inspect.
Unlock the Power of Your Saved Comments
Next, we’ll help you unlock the power of your saved comments to save you time in the field. You’ll learn how your saved comments work and some of the best practices that make them the key to speed and efficiency when reporting.
Dial In Your Client’s Experience
A memorable and personalized client experience is key to showing your professionalism as a home inspector. In this section of the course, we focus on how to curate your client portal and your messaging to fit your brand and your voice for everyone who views your reports.
And More …
To close out the course, we’ll cover some advanced company information and tools like your Tap Inspect Contacts, Job Roles, and a couple of other account tools.
Are you ready to customize Tap Inspect to fit your brand and voice? The Advanced Tap Inspect Topics course can guide you step-by-step.
Enroll Today and Earn Subscription Credits
Go to Tap Inspect Academy and enroll today!
Start with Getting the Best Support to set yourself up for success before diving into Mastering the Basics of Tap Inspect. Then you will be ready to jump into the Advanced Tap Inspect Topics.Complete each course and grab your diploma. Send it to firstname.lastname@example.org, and we will add the subscription credits to your account.
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.