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Action Presets

Get started faster with automation templates that flex with your business

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Pre-Inspection Presets

Client: 1-day reminder of Inspection

Client's Agent: 1-day reminder of Inspection

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1-day reminders for Client & Listing or Client's Agents

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Email your client when an inspection agreement

Post-Inspection Presets

Client: 1-day Follow Up and Thank You

Client: 3-day Follow Up and Appreciate your Feedback

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Schedule follow up Inspection

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Leave a review for on Yelp or Google Reviews

Upsell Services Presets

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Radon Upsell for your client & other parties

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Webhook upsell for Commercial Inspections

Termite Upsell for your client & others about

Sewer scope upsell for client & other parties

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Garden Shed upsell for client & other parties

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Garage upsell for client & other parties

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Pool house for client & other parties

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Mold test upsell for client & other parties