Scheduling By Text or Text Scheduling

• Click on Scheduling from the side navigation bar.
• NOTE: All Locations will display on the Scheduling Map.
  • These are the locations that have been entered into the Claims Scheduler but no contact has been made with the customer. These locations will be denoted by this location pin .
• Click once on the location pin you want to schedule.
  • NOTE: Be sure to click on the center of the pin. If you have clicked on the right place, your cursor will change from this  to this .
    • When the cursor changes to an arrow ( ), hold down your left mouse button.
  • Drag & Drop the location to the date you would like to schedule it. Once the location pin is over the day you want to schedule it, release the mouse button and the location will be added to that day.
    • Once the location is put in the Calendar, it will disappear from the Scheduling Map.
  • Do this for all appointments you want to schedule.
• Text Scheduling Appointment Confirmation
  • Once scheduling is completed, a text and/or email will be sent to your customer(s) based on the delay time set in your Preferences.
    • Example: If you started scheduling your inspections at 9:30am your time and you set the text delay for 20 minutes, the text for that location will be sent to that customer around 9:50am your time.
    • We recommend setting the text delay to at least 20 minutes while you are learning the program. Depending on the amount of inspections you are scheduling at one time, you may need to increase or decrease the delay time.
  • If Customer Response is by text, those responses will be displayed on the Scheduling page Calendar.
    • There are four possible responses: 
    • Contacted-No Response
      • This indicates the text and email were sent successfully, but there has been no response from your customer
    • `Undelivered
      • This shows the location’s phone number cannot receive texts or is a landline
      • You will need to contact the customer manually.
    • Scheduled
      • This shows the inspection time has been confirmed by your customer.
    • Unscheduled/Declined
      • This shows the customer has declined the suggested appointment date and time.
      • You will need to contact the insured manually.