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How to use TouchRight
Account Settings Queries
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 disclaimers/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
How do I schedule an appointment on the dashboard?
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 8 articles
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?
agentOS - how do I connect my account to TouchRight?
Acquaint CRM - how do I use it with TouchRight?
SME Professional - how do I connect my account to TouchRight?
FixFlo - how do I connect my account to TouchRight?
Signable - how do I connect my account to TouchRight?
See all 15 articles
Lone Worker Queries
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?
How can I reset my password?
PC Dashboard Queries
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?
TouchRight icons - did you know...
Pricing and Billing Queries
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?
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?
I want to see what reports my staff have completed. How can I do this?
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 20 articles
Report Template Queries
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
How can I get in touch with TouchRight?
Do you have any additional training resources?
TouchRight App Queries
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?
Does the mobile app work offline?
I’ve downloaded the appointment to my device. How do I start completing the report?
See all 19 articles
How can I add, edit, remove or recover users in my TouchRight account?
Getting Started Queries
On-site reporting - here's how to get started to complete reports at a property
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
Can I easily import tenants and landlords into my TouchRight account?
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