The first step to using the Vision Dashboard is creating an Inspection Request. A Request creates the unique smartlink that enables the customer to access the Truepic Vision app.

Once your Request is created, it will trigger an SMS or an Email (depending on which one was chosen when creating) with a unique URL that your customer can use to directly access the Truepic Vision app from a mobile smart device.

Creating a Request on the Truepic Dashboard is a quick and easy process. Below is an interactive guide to take you through the process of creating your Request. If you prefer a detailed step-by-step guide, that is also found below.

TABLE OF CONTENTS

• Interactive Guide
• Step by Step

Interactive Guide

Step by Step

Once logged into Vision, you will be presented with the Dashboard:

Click on the + New Request button -the blue plus symbol on the left side panel- to bring up the New Request form.

Complete the New Inspection Request Form:

• Team: Select the correct team that you want the Request to appear under
  
• Type: Select the type of Request that you are creating; lists are automatically applied based on what is chosen
• First Name: Enter the first name of the Request recipient
• Last Name: Enter the last name of the Request recipient
• (Company Specific) ID: Enter your Company's request/reference number/Custom ID. This might be a policy number, business name or other number unique to your company.
• Address: Enter the address that you expect the inspection to to take place.
• Mobile Number: Enter the cell phone number of the Request recipient. 
• Email: Enter the email address of the Request recipient. 
• Send Text and/or Email boxes: This determines how your Request will be sent.

Next, you will need to define which Photos you are requesting. A default list may be presented based on what inspection type you chose; this can be edited by clicking on the Manage List button at the bottom of the list:

Once in this view you have several options to manage the List.

• Star icon: Clicking this and turning it blue will mark the photo as Required*
• Trash Can icon: Will remove it from the list
• Add Item: Enables you to add your own text description to the list

Click Done when finished editing the List.

At this stage you are also able to add a note to the message that you are sending. 

Click on the Message tab next to the List tab to view the contents of the SMS/Email that will be sent to the recipient.

• You can add your own message by clicking on "Add Custom Note for Customer" - Custom notes can be up to 255 characters, including spaces.
• Enter the text that you wish to add in the box and click on Save Note when done.
  
  

To send the inspection request now, click on Send, which will complete the Request and send it to the recipient.

To send the inspection at a scheduled time, click the arrow to the right of the Send button, and select Schedule for Later.

Selecting Schedule for Later will then give a screen to select the date, time, and time zone when the inspection will be generated.

If you need to change when a scheduled inspection is set to send, go to the Inspection Details screen, click on the three dots at the top right, and select Reschedule Inspection. Please note: it is not possible to reschedule an inspection that has already been created and sent. If the option to reschedule inspection is not available, it is not possible to reschedule. In that case, the inspection will need to be closed or cancelled, and a new inspection created.