This article assumes you are familiar with the Porch Repair Estimate Report Feature. For more information, click here.
Interested in offering your agents or clients the Repair Estimate Report? This article will walk you through the simple setup process, so you can start selling RERs today!
Setup for the Porch Repair Estimate Report (RER) is very simple in the ISN.
Simply navigate to Settings -- Office Settings -- Working with Other Applications - Porch Repair Estimate Report
The first time you see this page, it will indicate the system is ‘Disabled’ and you’ll click the blue ‘GET STARTED NOW’ button.
This will take you into a five-step wizard to help you set up the RER!
Step 1- Information
This page will give you some information on what to expect while stepping though the set up wizard.
Step 2- Sign Up
On this page, click on the white, "Sign Up" button to turn the RER feature
Repair Estimate Report - When you add a Repair Estimate Report to an order, ISN will charge you $40. We will also add an $80 RER fee to the purchaser’s order invoice--leaving you with a $40 profit!
Step 3- Who do you plan on marketing the RER to?
Agent - Recommended - Market the report and deliver it to the buyer’s agent. They can use it as an effective negotiation tool on behalf of their client, and effectively communicate the results of the report to the new homeowner.
Client - Market the report and deliver it to the potential new home buyer directly.
What do Emails to my Clients and Agents look like?
To view examples of the emails that send based off of your selections during setup, click here!
You can elect to have the system generate an email to your office (or someone else!) when:
An RER request is sent to the Porch Team
An RER is complete and sent to the client or agent.
Note: If you select the client as who the RER is marketed to, an additional checkbox will show on this screen where you can enable a notice to the Buyer's Agent when a report is sent to the client.
How to Use
Once you finish setup, the last step of the wizard is a confirmation screen that shows you how to use it:
At the bottom of this page you can click the Take me to the RER Settings Page button to exit the wizard, or you can safely navigate to other parts of the ISN.
Required Step to make it available in the Online Scheduler:
If you use the Online Scheduler, you’ll want to make sure to add inspectors to your new Repair Estimate Report service.
To do so, navigate to Settings -- Office Settings -- Online Scheduler Settings and add all of your Online Scheduler inspectors to the new service. (works in versions 2 & 3!)
For more information on how to purchase Repair Estimate Reports, click here!
If you have any questions, feel free to open a chat in your ISN, email us at firstname.lastname@example.org, or give us a call at (800) 700-8112
We're happy to help!