Our customers made these suggestions for improving Horizon Inspection Software. Suggestions for improving Horizon Inspection Software.
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Adding Address to Subject Line for Email Confirmations and Inspection Report Emails.
I'd like to make a suggestion for improvement if possible on your backend:
For the confirmation email that is sent-out to clients, is there a way you can include ...
Ability to use client first names only in confirmation email and Marketer.
Full names is too formal and sounds "systems" generated. Currently must edit client full names to first names when sending scheduler confirmation email.
In Marketer ...
Horizon Marketer - New Tag - Report #
The report number is unique to each inspection and I would like it to be included on invoices I've built using Marketer as well as automation with my accounting ...
Horizon Marketer - New Trigger - Paid In Full
Would like the trigger "Paid in Full" added to the available triggers in Marketer. This would allow an email to be sent when the paid in full box is checked in the ...
Email automation
Either build the ability to automate follow-up emails to clients and agents or integration with service providers like mailchimp, constant contact, etc.
Allow contract/agreement to be HTML editable or integrated with Adobe sign.
In BC Canada the agreement section that is included in Horizon is not legal. We need to have Cutsomer name, email, phone number, address of inspection and current ...
incorporate the "custom fill" elements of Horizon Marketer into the regular email generator
in Horizon Marketer, you can use "substitutions" (Like: ALLCLIENTNAMES) to create a template format to send to your clients, where it will autofill the "client names" ...
Schedule email confirmation and report sending
On the Report Publishing page and on the Confirmation Email, add a Schedule Send feature so when we work late at night, we can schedule emails to deliver during ...
Marketer action triggered after the client opens the inspection report
Trigger an action in Horizon Marketer after the client opens the first delivered version of an inspection report.
multiple .pdf in report send as one email.
I typically have 3 or more reports that I generate. 1) inspection, 2) insurnace, 3) wind mitigation, ect. It would be optimal to "tick" multiple versions or reports ...