TouchRight

Account Settings Queries 5

• How do I customise my account to add my company branding and colours?
• How can I add accreditation logos?
• I want to add my own terms and conditions to reports. How can I do this?
• How do I add shading to my linked reports so that they are easier to read?
• How to edit, resend or delete a comments report request sent to a tenant or landlord

Appointment Queries 7

• How do I schedule an appointment?
• I’m getting organised and want to schedule some appointments a few weeks in advance. Can I do this?
• I want to export my appointments to my personal calendar. Can I do this?
• I need to edit or delete my appointment. How can I do this?
• How can I email appointments to a tenant or landlord?

See all 7 articles

GDPR Queries 2

• What do I need to be aware of before emailing reports to Landlords?
• What do I need to be aware of before emailing reports to Tenants from TouchRight?

Integrations Queries 6

• I have an agentOS account. What are the benefits of connecting it to TouchRight and how do I enable it?
• I have an Acquaint account. What are the benefits of connecting it to TouchRight and how do I enable it?
• I have an SME Professional account. What are the benefits of connecting it to TouchRight and how do I enable it?
• I have a Fixflo account. What are the benefits of connecting it to TouchRight and how do I enable it?
• I have a Signable account. What are the benefits of connecting it to TouchRight and how do I enable it?

See all 6 articles

Lone Worker Queries 4

• What is the Lone Worker Protection feature?
• How do I set up my chosen contacts to receive alerts?
• How can I create a customised alert?
• How do I send an alert from the TouchRight app?

Password Queries 1

• How can I reset my password?

PC Dashboard Queries 3

• What does the TouchRight dashboard allow me to do?
• How can I customise the emails I send from TouchRight?
• How can I change my email settings if I am sending emails from TouchRight?

Pricing and Billing Queries 3

• I’m changing my bank account, how do I change my direct debit?
• How can I change or upgrade my account plan?
• How can I receive my monthly invoices?

Property Queries 3

• How can I add or edit a property?
• There are duplicate properties in my account. Can they be removed?
• How can I add tenants and landlords against a property?

Reporting/Usage Queries 1

• I want to see what reports my staff have completed. How can I do this?

Reports Queries 17

• I think I've accidentally deleted a report. Can I get it back?
• I’ve added a report against the wrong property address by mistake. Can I change it?
• How can I add, move and copy photos in a report?
• How do I set up a linked appointment so that I can view my previous report at the property?
• I have completed a report on the wrong property address by mistake. Can it be changed?

See all 17 articles

Report Template Queries 6

• How can I customise or view my report templates?
• How can I edit and create my own inventory templates?
• I’ve created a template but can't see it when scheduling appointments. How can I fix this?
• How can I disable/hide my report templates?
• What kinds of question types can I add to my report templates?

See all 6 articles

Support Queries 2

• How can I get in touch with TouchRight?
• Do you have any additional training resources?

TouchRight App Queries 16

• How do I install the mobile app?
• The app has closed down. What can I do?
• Is my phone or tablet suitable for using with the TouchRight app?
• Doe s the mobile app work offline?
• I’ve downloaded the appointment to my device. How do I start completing the report?

See all 16 articles

User Queries 1

• How can I add, edit or remove users in my TouchRight account?

Getting Started Queries 1

• On-site reporting - here's how to get started to complete reports at a property

Self-Service Reporting 4

• Self-service reporting - how to send a report to tenants or landlords so they can complete remotely
• Over-the-phone reporting - how to create and complete with a tenant or landlord
• Self-service reporting - user guide for tenants and landlords
• Self-service reporting - how to edit, resend or delete a request

Tenant and Landlord Queries 1

• Can I easily import tenants and landlords into my TouchRight account?