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Advanced Contact Preferences

Pre-select communication preferences by inspection type or client. Save time, avoid manual changes, and ensure the right people receive updates for smoother, more personalised communication.

Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Users can pre-select communication preferences for contacts at either the inspection type level or the client level.

By configuring preferences in advance, you can save time, reduce manual adjustments, and deliver a more personalised, efficient experience that improves client satisfaction and strengthens communication.

1. Go to the Settings tab on your online dashboard and click on the Reports tab.

2. From there, scroll down to the Advanced Settings and continue to the bottom of the page to find the Contact Options section.

Toggle this feature On.

3. You can now choose specific communication preferences for each contact type.

If you need to customise this for a specific Inspection Type, scroll back to the top of the Reports tab and select the desired Inspection Type to set your preferences.

4. To customise the contact preferences for a specific client, navigate to the Client tab at the top of your online dashboard.

Click on the Settings tab for that client, then follow the steps above to access the Contact Options feature. You can also customise the contact options for each inspection type for that specific client.

5. When you create an inspection and the contacts are pulled in from the property, the system applies the rules you've configured to the Signee, Notify, Deliver, and SMS options based on the settings you've set.

⬇️ Example

Contact Options configured for the Standalone inspection type.

The property has contacts, but no specific communication preferences assigned.

The Standalone inspection was created, and the configured contact options for this inspection type applied.

Rules

System Behaviour

Benefit

Retain Contact Preferences enabled, but Report Contact Options not enabled

The system will use the contact options from the Property Contact.

Ensures consistency by carrying forward property-level settings.

Neither Contact Options nor Retain Contact Preferences enabled

All contact options are set to OFF by default.

Prevents accidental notifications and keeps control in your hands.

Contact Options configured

The system applies them in the following priority order:

1. Matching Inspection Type + Client

2. Client only (no inspection type)

3. Inspection Type only (no client)

4. Falls back to Global Report Settings (enabled by default).

Ensures the most specific settings are applied first, giving you flexibility and control.

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