Automations FAQ

Everything inspectors ask before turning on automations

Clear answers on compliance, client experience, and automation setup.

Compliance and trust

Built to protect inspectors and clients while keeping the process clear.

Transactional vs marketing

Transactional messages help complete the inspection process. Marketing messages require opt‑in.

Consent tracking

Store consent timestamps and honor global unsubscribe across all sequences.

Deliverability

Verified domains, SPF/DKIM, and suppression lists keep your sender reputation clean.

See the customer experience

Branded, concise emails that feel like a natural part of the inspection process.

Email previewInspection reminder

Inspection tomorrow at 9:00 AM

Your inspection at 7370 NW 174th Ter is confirmed. Complete payment or add services before the appointment.

Email previewReport upgrade

Upgrade your inspection report

Add premium formatting and a photo pack for a more polished client-ready delivery.

Frequently asked questions

Short, direct answers to make rollout easy.

Are these automations considered marketing?

Payment reminders and inspection updates are transactional. Marketing offers are sent only to opted‑in contacts and always include unsubscribe links.

Can I choose which add‑ons show up?

Yes. Pick any combination of radon, mold, sewer scope, termite, pool/spa, or custom add‑ons.

How are payments tracked?

Stripe checkout links include inspection metadata so each sale is attributed to the automation that triggered it.

Will this spam my clients?

No. You control cadence, limits, and message timing — with automatic throttles and pause rules.

Can I brand the emails?

Yes. Customize sender name, reply‑to, logo, colors, and short footer messages.

Does this work for teams?

Team orgs can use shared automation settings or inspector‑specific preferences.

Want a walkthrough?

We can walk through the full automation flow and answer setup questions.

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