Schedule an appointment on the dashboard

New to TouchRight?

Once a property has been created, schedule an appointment to sync the app to complete.

• Click on ‘Schedule’ in the side menu or 'Create' in the Appointments tile below the map.

• Select the property, report name and inspector from the dropdown menus.

• Select date and/or time in the calendar.

• Select the report template you want to use - click the magnify icon to preview.

• Confirm by selecting 'Schedule for App' and it will be ready to download to the app.

Additional Appointment Options

• As you get more familiar with TouchRight, you can use other options to:

  • 'Link' to a previous report when if one is available (to see what you said last time and create a comparison report).

  • Add a tenancy to display details on the PDF.

  • 'Create Report in Dashboard' to complete your report in the office, as well as 'Schedule for App'.

For a more detailed step by step guide you can view/download our User Guide or watch our Introduction for New Users On Demand Webinar numbered 1 on our Useful Webinars list.

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