Preferences

• Setting Preferences
• Click on Preferences on the side bar.
• Set your Inspection Days.
  • Select your inspection days from the dropdown menu.
• Set your Inspection Starting Time and Ending Time.
• Set your Appointment Duration in Hours and Minutes.
• Set your estimated Travel Time between appointments in Hours and Minutes.
• Set how and when you want to send the Appointment Texts and Emails to your customer. 
• Send Appointment Scheduling Text
  By turning this option ON, you will be able to send a series of texts to your customers with a suggested appointment date and time.
• The customer will be able to confirm or deny the suggested appointment date and time by responding to the text.

Send Appointment Scheduling Email

• By turning this option ON, you will be able to send an email to your customers with a suggested appointment date and time.
• The customer will be able to confirm or deny the suggested appointment date and time by responding to the email.

Send ETA Texts to Customers

• By turning this option ON, Claims Scheduler will automatically send a text to your customers with your Estimated Time of A ETA texts will be sent when you leave the previous location and are enroute to your next inspection.

Send ETA Emails to Customers

• By turning this option ON, Claims Scheduler will automatically send an email to your customers with your Estimated Time of A ETA emails will be sent when you leave the previous location and are enroute to your next inspection.

Set your First Appointment’s Text delay time in minutes.

• This feature allows you to set and rearrange your entire inspection schedule before the scheduling texts and/or emails are sent.
• From the dropdown box, select the amount of time you will need to set your schedule.
• After the selected amount of time is reached, appointment texts and/or emails will be sent to all customers.

Set your Starting Location.

• Home. This is the home address you used when signing up for Claims Scheduler.com.
  • If you are running daily claims out of your house, this is your starting location.
  • To set your home address as your starting location, click on the selection box.
  • Click on Set Start Location to save your starting location.
  • Custom. This is where you will enter your custom or temporary location.This could be a hotel, campground, BnB, etc.
    • Enter the address and then click on Set Start Location.

Set your Secondary Person of Contact.

• If you have someone doing scheduling for you, activate this feature by turning it on and then enter their name, email and phone number here.
• Your scheduler will be able to login and setup your inspections using Claims Scheduler.
• Both you and your scheduler will receive responses from your customers via texts and/or emails.
  • Enter your scheduler’s Name, Email Address and Phone number.
    • Scheduler’s phone number needs to be able to receive texts.
  • Click on Save.