Suggestions for improving Horizon Inspection Software.

Horizon is dedicated to the success of home inspectors, which is why your feedback is essential to helping Horizon remain the best home inspection software on the market.

Helpful Tips

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 ...
Suggested by: Jason Chow (20 Jun, '19) Upvoted: 30 Dec, '22 Comments: 3

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 ...
Suggested by: Mark Ellison (04 Jan, '21) Upvoted: 10 Jun, '22 Comments: 2
Under consideration Horizon 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 ...
Suggested by: Scott Clarke (10 May, '21) Upvoted: 09 Feb, '22 Comments: 0
Under consideration Horizon Marketer

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 ...
Suggested by: Scott Clarke (10 May, '21) Upvoted: 04 Feb, '22 Comments: 0
Under consideration Horizon Marketer

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.
Suggested by: Derik (30 Jun, '22) Upvoted: 16 Nov, '22 Comments: 1
Under consideration Horizon Marketer

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" ...
Suggested by: Michael Conrad II (20 Jul, '19) Upvoted: 16 Oct, '19 Comments: 0
Under consideration Automation Horizon Marketer

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 ...
Suggested by: John Meade (30 Dec, '22) Upvoted: 30 Dec, '22 Comments: 1
Under consideration Horizon Marketer

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 ...
Suggested by: Trevor Bigelow (30 Dec, '22) Upvoted: 30 Dec, '22 Comments: 0
Under consideration Horizon Marketer

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.
Suggested by: Brad Tholen (22 Dec, '21) Upvoted: 22 Dec, '21 Comments: 0
Under consideration Horizon Marketer

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 ...
Suggested by: Thomas Ray (19 Feb, '21) Upvoted: 19 Feb, '21 Comments: 0
Under consideration Horizon Marketer