FAQs
I've maxed my property allowance, what can I do?
If you have maxed your property allowance you will need to do one of two things: 1. Upgrade your account (you must be the designated account owner). On the dashboard, click the 'Account' tab on the left hand side menu and select 'Upgrade' from the ...
Can I change the name of my template?
Important: changes to these areas should only be carried out by the Account Owner or those with relevant permission. Please seek approval from your manager before making any changes. The main question here is, do you wish to change: the name which ...
Can I use my own email address for replies?
You have a choice where replies to emails you send from TouchRight are received, learn how to change them here... Replies to emails sent through TouchRight are by default directed to the email address noted in account settings. However, if preferred, ...
Does the mobile app work offline?
Yes our mobile app does work whilst offline for compiling your reports but you will need an internet connection to sync appointments and reports to and from the dashboard. In order to download appointments to the app or to sync back reports to the PC ...
Can I customise my report template in the app?
You can configure your report directly in the app without needing to access the dashboard. Login to the TouchRight App. Locate the relevant appointment. Tap on the "clipboard" icon. All rooms/sections will be displayed in a list view. Tap 'Customise ...
I have completed a report on the wrong property address by mistake. Can it be changed?
Yes that can be changed, but it is something we need to change for you. If you need a report address changing please contact support via our dashboard 'Contact Support' button or sending an email to support@touchrightsoftware.com confirming the ...
I forgot to link my appointment to my previous report - can this be edited?
Yes you can link to a previous report even if you forgot to do this when you first scheduled your appointment, here's how... If you forgot to click the link button when you scheduled your appointment, you can connect the relevant link at a number of ...
I linked my report but I didn't mean to - how can I remove the link?
Yes you can remove a link to another report. There's a number of ways you can do this... If you linked an appointment you can unlink it at a number of points dependent on where the appointment/report is in your account: If you have scheduled your ...
I think I've accidentally deleted a report. Can I get it back?
Yes, you can recover any reports deleted in error, here's how... Select the 'Reports' tab from the left hand side menu and then click 'My Reports' from the dropdown menu. Then click the 'Deleted Reports' Button on the grey shaded 'Reports' banner. ...
Can I customise a report before I go to the property?
Yes, our software allows you to create a report on the dashboard, customise the document and then schedule an appointment to take that version of the document with you to the property. Select the 'Create' button in the 'Reports' Tile on the ...
A report has been completed using the wrong template - what can I do?
If you have completed a report on the wrong template, unfortunately we cannot change the template but you have two options: 1. Hide Sections and Change the Report Name If you’ve managed to add all the details in that you need you can hide any ...
There are duplicate properties in my account. Can they be removed?
Duplicate property records can be deleted but please be aware... Yes, you are able to delete duplicate properties in your account. However, if reports have been created against both property records then please email support@touchrightsoftware.com ...
How can I receive my monthly invoices?
When your direct debit is initially set up, your company details and email address will be used to generate a monthly invoice. If you're on an All-Inclusive Plan, those monthly invoices will automatically be sent to you a few days before your direct ...
I’m changing my bank account, how do I change my direct debit?
We use a payment system called GoCardless, and we don’t store any customer bank details for security purposes. However it’s really easy to update. Simply contact us on 0208 344 9155 Opt 2 or accounts@touchrightsoftware.com and request that we remove ...
I want to see what reports my staff have completed. How can I do this?
Account Owners can access and export their account usage data and filter by user for internal reporting purposes, here's how... Please note: this feature can only be accessed by account owners. You can access information by user including ...
Can I customise the appearance of my Report PDFs?
Account Owners can change formatting settings to create uniquely branded reports, from bold, coloured and shaded text through to full document watermarks or specific cover images for certain types of reports. You can see a fully branded report ...