How to manage reminders for building inspections

An email reminder can be sent out:

• 1 week 
• 48 hours 
• 2 weeks
• 30 days

prior to a Scheduled inspection that contains:

• Your company name
• The inspection date and time
• The building name and address being inspected

To set up a reminder or multiple reminders...

 Start on the building detail screen and select the 'Manage Reminders' option.

This screen shows any existing reminders, and allows you to add additional ones by pressing the New Reminder button.

There are currently no reminders for this building, click '+ New Reminder'

Click the Name drop-down on this screen to display the list of available contacts to be chosen for the reminder and select the desired contact and click Save.

• The contact must have an email address entered to be available for a reminder.
• Be careful to ensure that a valid email address is used

Click the Send reminder before drop-down to select when you would like the reminder to be sent. Available options are:

• 48 hours
• 1 week
• 2 weeks
• 30 days

Upon saving the reminder, we will be brought to the Notification Reminders page. 

Click 'Edit' to make changes to a reminder.

• The reminder is also set to 'Active' by default.

When editing a reminder, you can change the contact name and also toggle the active flag on the reminder from active to inactive.

*Repeat this process to create additional reminders for multiple contacts or multiple reminder frequencies.*