Inspection Configuration

*Note: Only Master Users can access this configuration location.

**Note: System Configuration [Advanced] Req. Price Mandatory & Req. Location Mandatory does not override inspection default requirements. 
 

 

 

 

Set default settings e.g. subscription options to new contacts created via Inspection Attendance.

 

1. Click on My Office on the main menu.

 

 

2. Click on Edit Details on the left panel.

 

 

3. Click the System Configuration tab.

 


 

4. Select Inspection Configuration from the Configuration Option drop-down.

 

 

*Note: The following defaults applied can be manually adjusted per attendee if required when adding attendees.

 

  • Inspection Duration: Default inspection duration.

 

  • Assign Listing Agents (OFI): Auto assignment of listing agents to OFI attendees. Force assign, default assign (allow users to bypass),  or default bypass.

 

  • Assign Listing Agents (Appt): Auto assignment of listing agents to viewers by appointment. Force assign, default assign (allow users to bypass), or default bypass.

 

  • Contact/Custom Classes: Select one or more default contact/custom classes to be assigned to new contacts added as inspection attendees at properties For Sale or For Lease. 

 

  • Search Requirements: Select one or more options below to automatically add buying/leasing search requirements to the contact based on the property they have inspected. Leave all options blank if search requirements should not be added automatically.

 

  • Subscriptions: Select one or more options below to automatically subscribe the contact.

 

  • Default Contact Source: Select which contact source should be applied when creating new contacts via Inspection Attendance.

 

  • Contacts Suburb: Select which fields should be mandatory when creating a new contact via Inspection Attendance within the Agentbox Mobile App.

 

  • Welcome SMS:

Welcome SMS: Select the default options to configure your Welcome SMS 

Always On - Welcome SMS will display within the app and be ticked

Remember Last Preference - 

Always Off (Allow user to bypass)

Disabled

Welcome SMS Template: Select the template to be used when sending Welcome SMS's to Inspection Attendees via the Mobile App.

Welcome SMS Sender: Select the sender to be used when sending Welcome SMS's to Inspection Attendees via the Mobile App.

 

*Note: If the Welcome SMS Sender is set to "Main Listing Agent" and the Inspection Agent does not have permission to send on behalf of the Main Listing Agent, the message will be sent from the Inspection Agent's mobile number.

 

 

  • Self Check-In - Enable/disable self check-in via QR Code for open home inspection attendees plus configure the data collection notice and check-in instructions.|

Self Check-In: Turn the functionality for self check-in via QR code on or off.

Mandatory Fields: Select mandatory fields for check-in from a list of Mobile and Email, Mobile or Email, Mobile only or Email only

Data Collection Notice: Outline your data collection policy for attendees. The default notice is set as The details you provide will be handled in accordance with the Privacy Policy available on our website.
However, you can update this to alternate text if desired. The notice will appear for open home attendees on the screen where they input their contact details to successfully check-in.

Check-in Instructions: Outline the steps that attendees will need to take to successfully check-in. The default is set as 1) Scan the QR code, 2) Enter your details, 3) Display the confirmation screen to the agent upon entry

However, you can update this to alternate steps if desired. The instructions appear on the printable QR code brochure that can be generated via the OFI tab of a listing card.

 

 

5. Click Save.