Create Templates for Sharing Inspections

How to customize the templated messages sent with Inspections in Report Pro

Things To Note

  • When creating templates for sharing, there are merge tags available that utilize Inspection specific data within the message body to personalize the message for the customer. Select the blue "?" to see a list of available merge tags.

How To

Via Text Message

  1. From Report Pro

  2. Select the Customize tab

  3. Select the Customize M.P. Inspection button

  4. Select the Settings tab

  5. In the Share Via Text Message section, enter your preferred message body. Be sure to keep the number of characters less than 160, keeping in mind that the merge tags will add characters of varying lengths.

  6. Example:

Hi [CUSTOMER],

Here is a link [URL] to your [TITLE] report for your [VEHICLE]

Via Email Template

  1. From Report Pro

  2. Select the Customize tab

  3. Select the Customize M.P. Inspection button

  4. Select the Settings tab

  5. In the Share Via Email Message section, enter your preferred message body.  Emails can be a longer format than text messages.

  6. Example:

Hi [CUSTOMER],

Here is a link [URL] to your [TITLE] report for your [VEHICLE]

A service advisor will call you to review the report and answer any questions you may have regarding it.