Now that you've signed up for a TouchRight plan — nice one! — let’s make sure you’re getting the most out of it.
Here are 5 quick wins that’ll save time, cut admin, and make your reports look top notch:
🎨 1. Brand your reports
Add your logo, brand colour, and company address in Account > Settings. These details automatically appear on every report — no manual edits needed.
💡 Bonus: Add a cover photo to really personalise things.
👥 2. Invite your team
Whether it's staff, clerks or contractors — add them to your account early. Use roles and permissions to control who sees and edits what.
📍 How to add and manage users →
🧱 3. Build or tweak your templates
Use our ready-made templates or build your own from scratch. Add rooms, change wording, set required fields — make it work your way.
🧰 Guide to managing templates →
🔗 4. Use report linking
Link reports together (e.g. inventory > check-in > check-out) to see changes over time, back up deposit claims, or flag recurring issues.
🔍 How linking works →
📊 5. Track issues with tags
Spot a repair during an inspection? Tag it, export it, and send it straight to your contractors — no need to duplicate info.
🔧 Using maintenance issue tags →
📚 Don’t forget our Knowledge Base
Your dashboard has guides, videos, and walkthroughs whenever you need a refresher, just click the Lightbulb in the bottom right of your dashboard and select the
Knowledge Base.
Need a hand with any of this - reach out to support@touchrightsoftware.com or book in with Kerry for a 30 minute one-to-one, we’re always happy to help.
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