[{"data":1,"prerenderedAt":532},["ShallowReactive",2],{"help-\u002Fhelp\u002Finspections\u002Fclient-messages":3,"help-nav":278,"help-surround-\u002Fhelp\u002Finspections\u002Fclient-messages":527},{"id":4,"title":5,"body":6,"category":268,"description":269,"extension":270,"icon":271,"meta":272,"navigation":273,"path":274,"seo":275,"stem":276,"__hash__":277},"help\u002Fhelp\u002F02.inspections\u002F10.client-messages.md","Client messages",{"type":7,"value":8,"toc":258},"minimark",[9,13,18,96,100,107,167,174,177,180,184,199,202,206,216,240,244,247,251],[10,11,12],"p",{},"Client messages are follow-up emails you write once and reuse, like a thank-you\nnote or a request for a review. They go out in your name, and replies come\nstraight to your email.",[14,15,17],"h2",{"id":16},"writing-a-message","Writing a message",[19,20,21,30,45,93],"ol",{},[22,23,24,25,29],"li",{},"Open ",[26,27,28],"strong",{},"Client Messages"," in the sidebar.",[22,31,32,33,36,37,40,41,44],{},"Click ",[26,34,35],{},"New message",", or start from the ",[26,38,39],{},"Thank you"," or ",[26,42,43],{},"Leave us a\nreview"," example.",[22,46,47,48,52,53],{},"Write a subject and message. Use the merge-field buttons, or type ",[49,50,51],"code",{},"\u002F"," in the\neditor, to insert details that change for each client:\n",[54,55,56,65,73,81,87],"ul",{},[22,57,58,61,62],{},[26,59,60],{},"Client name"," and ",[26,63,64],{},"Client first name",[22,66,67,61,70],{},[26,68,69],{},"Property address",[26,71,72],{},"Inspection date",[22,74,75,61,78],{},[26,76,77],{},"Inspector name",[26,79,80],{},"Company name",[22,82,83,86],{},[26,84,85],{},"Review link",": a \"Leave a review\" link to the review page in your\nBusiness settings",[22,88,89,92],{},[26,90,91],{},"Report link",": a \"View your report\" link to the published report",[22,94,95],{},"The preview shows exactly what a client will see.",[14,97,99],{"id":98},"sending-automatically","Sending automatically",[10,101,102,103,106],{},"Choose ",[26,104,105],{},"Send automatically"," and pick when:",[108,109,110,123],"table",{},[111,112,113],"thead",{},[114,115,116,120],"tr",{},[117,118,119],"th",{},"Option",[117,121,122],{},"Sends when",[124,125,126,135,143,151,159],"tbody",{},[114,127,128,132],{},[129,130,131],"td",{},"Report published",[129,133,134],{},"You publish the report.",[114,136,137,140],{},[129,138,139],{},"Report available to the client",[129,141,142],{},"The client can first open the report: it's published, and any agreement or payment is done.",[114,144,145,148],{},[129,146,147],{},"Payment received",[129,149,150],{},"The inspection is paid online, or you mark it paid.",[114,152,153,156],{},[129,154,155],{},"Agreement signed",[129,157,158],{},"The client signs the pre-inspection agreement, or you mark it signed.",[114,160,161,164],{},[129,162,163],{},"Client first views the report",[129,165,166],{},"The client opens the published report for the first time.",[10,168,169,170,173],{},"Add a ",[26,171,172],{},"Wait"," to send it a few hours or days later. Delayed messages go out\nwithin the hour after the wait is up.",[10,175,176],{},"Each automatic message sends at most once per inspection. Re-publishing a\nreport doesn't send a second thank-you.",[10,178,179],{},"Messages never send for draft inspections. A message waiting on a report\ndoesn't send if you unpublish the report first.",[14,181,183],{"id":182},"adding-your-review-link","Adding your review link",[10,185,186,187,190,191,194,195,198],{},"Add your review link in ",[26,188,189],{},"Settings → Business → Review link",". Use the full\nlink, starting with ",[49,192,193],{},"https:\u002F\u002F",", from your Google Business Profile's \"Ask for\nreviews\" option or your Yelp page. If you're in an organization, an admin can\nset one for everyone in ",[26,196,197],{},"Settings → Organization → Business",". Your own link\ntakes priority.",[10,200,201],{},"A message that uses the review link won't send until a link is set. You'll see\nthe reason on the inspection.",[14,203,205],{"id":204},"sending-by-hand","Sending by hand",[10,207,208,209,212,213,215],{},"On an inspection's ",[26,210,211],{},"Deliver"," step, the ",[26,214,5],{}," card lists\neverything scheduled and sent.",[54,217,218,228,234],{},[22,219,220,223,224,227],{},[26,221,222],{},"Send message"," opens a composer. Pick a message from your library, or write\na one-off, and choose which clients get it. ",[26,225,226],{},"Send test to me"," sends you a\ncopy first.",[22,229,230,233],{},[26,231,232],{},"Send now"," sends a scheduled message right away.",[22,235,236,239],{},[26,237,238],{},"Cancel"," stops a scheduled message for this inspection only.",[14,241,243],{"id":242},"unsubscribes","Unsubscribes",[10,245,246],{},"Every client message includes an unsubscribe link. A client who unsubscribes\nstops getting client messages from you, but still gets their report,\nagreement, and payment emails.",[14,248,250],{"id":249},"organizations","Organizations",[10,252,253,254,257],{},"Organization admins can turn on ",[26,255,256],{},"Use for the whole organization"," for an\nautomatic message, so it sends on every inspector's inspections. Other\nmessages only send on inspections you own. Only admins can edit or delete\norganization-wide messages.",{"title":259,"searchDepth":260,"depth":260,"links":261},"",2,[262,263,264,265,266,267],{"id":16,"depth":260,"text":17},{"id":98,"depth":260,"text":99},{"id":182,"depth":260,"text":183},{"id":204,"depth":260,"text":205},{"id":242,"depth":260,"text":243},{"id":249,"depth":260,"text":250},"Inspections","Send clients thank-you notes, review requests, and other follow-up emails, automatically or by hand.","md","i-heroicons-envelope",{},true,"\u002Fhelp\u002Finspections\u002Fclient-messages",{"title":5,"description":269},"help\u002F02.inspections\u002F10.client-messages","a0dfqd3QMl5dofHLSO98B56utRvECh81fD7IGKUtR8A",[279,301,342,367,404,429,458,479,488,501,510],{"title":280,"path":281,"stem":282,"children":283,"page":300},"Getting Started","\u002Fhelp\u002Fgetting-started","help\u002F01.getting-started",[284,288,292,296],{"title":285,"path":286,"stem":287},"Welcome to 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template","\u002Fhelp\u002Ftemplates\u002Fimporting-a-template","help\u002F03.templates\u002F4.importing-a-template",{"title":364,"path":365,"stem":366},"Comment library","\u002Fhelp\u002Ftemplates\u002Fcomment-library","help\u002F03.templates\u002F5.comment-library",{"title":368,"path":369,"stem":370,"children":371,"page":300},"Scheduling","\u002Fhelp\u002Fscheduling","help\u002F04.scheduling",[372,376,380,384,388,392,396,400],{"title":373,"path":374,"stem":375},"Scheduling overview","\u002Fhelp\u002Fscheduling\u002Foverview","help\u002F04.scheduling\u002F1.overview",{"title":377,"path":378,"stem":379},"What clients see when they book online","\u002Fhelp\u002Fscheduling\u002Fclient-booking-experience","help\u002F04.scheduling\u002F2.client-booking-experience",{"title":381,"path":382,"stem":383},"Configure your availability","\u002Fhelp\u002Fscheduling\u002Fconfiguring-your-availability","help\u002F04.scheduling\u002F3.configuring-your-availability",{"title":385,"path":386,"stem":387},"Block time off and recurring breaks","\u002Fhelp\u002Fscheduling\u002Fblocking-time-off","help\u002F04.scheduling\u002F4.blocking-time-off",{"title":389,"path":390,"stem":391},"Preview your booking page as a client","\u002Fhelp\u002Fscheduling\u002Fpreviewing-your-booking-page","help\u002F04.scheduling\u002F5.previewing-your-booking-page",{"title":393,"path":394,"stem":395},"Turn scheduling on for an inspection, or opt out","\u002Fhelp\u002Fscheduling\u002Fusing-scheduling-on-inspections","help\u002F04.scheduling\u002F6.using-scheduling-on-inspections",{"title":397,"path":398,"stem":399},"Take inspection requests from a public link","\u002Fhelp\u002Fscheduling\u002Fpublic-request-link","help\u002F04.scheduling\u002F7.public-request-link",{"title":401,"path":402,"stem":403},"Sync inspections to Google Calendar","\u002Fhelp\u002Fscheduling\u002Fgoogle-calendar-sync","help\u002F04.scheduling\u002F8.google-calendar-sync",{"title":405,"path":406,"stem":407,"children":408,"page":300},"Agreements","\u002Fhelp\u002Fagreements","help\u002F05.agreements",[409,413,417,421,425],{"title":410,"path":411,"stem":412},"Pre-inspection agreements overview","\u002Fhelp\u002Fagreements\u002Foverview","help\u002F05.agreements\u002F1.overview",{"title":414,"path":415,"stem":416},"Writing agreement templates","\u002Fhelp\u002Fagreements\u002Fwriting-agreements","help\u002F05.agreements\u002F2.writing-agreements",{"title":418,"path":419,"stem":420},"The client signing experience","\u002Fhelp\u002Fagreements\u002Fclient-signing","help\u002F05.agreements\u002F3.client-signing",{"title":422,"path":423,"stem":424},"Importing an agreement from a PDF","\u002Fhelp\u002Fagreements\u002Fimporting-an-agreement","help\u002F05.agreements\u002F3.importing-an-agreement",{"title":426,"path":427,"stem":428},"Managing agreements on an inspection","\u002Fhelp\u002Fagreements\u002Fmanaging-agreements","help\u002F05.agreements\u002F4.managing-agreements",{"title":430,"path":431,"stem":432,"children":433,"page":300},"Payments","\u002Fhelp\u002Fpayments","help\u002F06.payments",[434,438,442,446,450,454],{"title":435,"path":436,"stem":437},"Payments overview","\u002Fhelp\u002Fpayments\u002Foverview","help\u002F06.payments\u002F1.overview",{"title":439,"path":440,"stem":441},"Set up your Stripe account","\u002Fhelp\u002Fpayments\u002Fsetting-up-stripe","help\u002F06.payments\u002F2.setting-up-stripe",{"title":443,"path":444,"stem":445},"Collecting payment on an inspection","\u002Fhelp\u002Fpayments\u002Fcollecting-payment","help\u002F06.payments\u002F3.collecting-payment",{"title":447,"path":448,"stem":449},"What clients see when they pay","\u002Fhelp\u002Fpayments\u002Fclient-payment-experience","help\u002F06.payments\u002F4.client-payment-experience",{"title":451,"path":452,"stem":453},"Require payment to view report","\u002Fhelp\u002Fpayments\u002Frequire-payment-for-report","help\u002F06.payments\u002F5.require-payment-for-report",{"title":455,"path":456,"stem":457},"Automatic payment emails & reminders","\u002Fhelp\u002Fpayments\u002Fautomatic-payment-emails","help\u002F06.payments\u002F6.automatic-payment-emails",{"title":459,"path":460,"stem":461,"children":462,"page":300},"Settings","\u002Fhelp\u002Fsettings","help\u002F07.settings",[463,467,471,475],{"title":464,"path":465,"stem":466},"Set a default inspection fee","\u002Fhelp\u002Fsettings\u002Fdefault-fee","help\u002F07.settings\u002F1.default-fee",{"title":468,"path":469,"stem":470},"Add your signature","\u002Fhelp\u002Fsettings\u002Fsignatures","help\u002F07.settings\u002F2.signatures",{"title":472,"path":473,"stem":474},"Set a public-facing email","\u002Fhelp\u002Fsettings\u002Fpublic-email","help\u002F07.settings\u002F3.public-email",{"title":476,"path":477,"stem":478},"Business profile & 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App","\u002Fhelp\u002Fios-app","help\u002F10.ios-app",[506],{"title":507,"path":508,"stem":509},"Using Eave on iOS","\u002Fhelp\u002Fios-app\u002Foverview","help\u002F10.ios-app\u002F1.overview",{"title":511,"path":512,"stem":513,"children":514,"page":300},"Organization","\u002Fhelp\u002Forganization","help\u002F11.organization",[515,519,523],{"title":516,"path":517,"stem":518},"Inviting members","\u002Fhelp\u002Forganization\u002Finviting-members","help\u002F11.organization\u002F1.inviting-members",{"title":520,"path":521,"stem":522},"Sharing templates & reports","\u002Fhelp\u002Forganization\u002Fsharing-templates-reports","help\u002F11.organization\u002F2.sharing-templates-reports",{"title":524,"path":525,"stem":526},"Roles","\u002Fhelp\u002Forganization\u002Froles","help\u002F11.organization\u002F3.roles",[528,530],{"title":306,"path":307,"stem":308,"description":529},"Create a new inspection, enter the property and client details, and pick a template.",{"title":311,"path":312,"stem":313,"description":531},"Enter inspection data, add notes, and attach photos and videos to each item.",1791856582625]