Sync appointments to the app
If you've scheduled an appointment, you need to login to the app and sync it over.
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CRM Appointment Sync Options
If your CRM system has been integrated with TouchRight to allow the sync of provisional appointments you have two options: 1. Sync to your TouchRight dashboard (default) Login to TouchRight Click on Appointments > Manage Appointments Click ‘Sync with ...
Schedule appointments weeks in advance
Yes, you can schedule appointments for any given date in the future on the dashboard or the next 7 days within the app. Yes, you can schedule appointments for any given date in the future. When setting the appointment, click the ‘Schedule’ tab on the ...
Complete a linked report in the app
When scheduling your appointment or creating a report, you will have the option to link to a previously completed report to see what was recorded last time. If this option is available to you for a particular property, you will see details within the ...
Complete a report in the app
New to TouchRight? Sync the appointment to the app (tap Synchronise and Download Appointments). Then tap the clipboard button to the right of the appointment to start the report. If you want to reorder and configure the template for the property, tap ...
Download the TouchRight app
New to TouchRight? To create your first inspection in the app, download the TouchRight app onto your iOS or Android phone/tablet from either the App Store or Play Store. Open the Store app then search for 'TouchRight' and download the green app. Once ...