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Inspector Studio
Conditional automations

Build communication around how your business actually works.

Inspector Studio watches the moments that move your business. Each rule decides what to send, who should receive it, and exactly when it should go.

53starter automations 64trigger events 111message variables
Report Published - Customer and AgentPost-Inspection
ACTIVEUpdate Automation
BASICSWhen should this automation run?
CONDITIONSOnly send when every rule matches2 rules
IFServiceHome Inspectionis included
ANDInspection StatusPublishedis
COMMUNICATIONSMessages sent from this one event Add Communication
Email → CustomerSends 2 minutes after trigger · “Your reports are ready”EDIT
SMS → CustomerSends 2 minutes after trigger · Business hours respectedEDIT
Email → Buyer AgentSends 2 minutes after trigger · “Inspection report published”EDIT

Illustrative editor based on the implemented trigger, condition, and multi-communication workflow.

The event layer

Start with what actually happened.

Automations react to real changes across the platform. A booking moves, a report publishes, a payment fails, a lead leaves the request form, or a helpdesk thread escalates. That event becomes the beginning of the rule.

Pre-Inspection16 events
Inspection created Appointment confirmed Inspection rescheduled All agreements signed
Day of Inspection5 events
Inspection start time Inspector on the way Inspector arrived TFR alert
Post-Inspection6 events
Report published Report updated Signature requested Inspection completed
Payment12 events
Invoice created Payment received Balance increased Check bounced
Requests4 events
Request started Request submitted Request abandoned Request received
Pulse4 events
Positive feedback Negative feedback Review reminder Recovery outreach
Helpdesk10 events
Thread created Message received Priority escalated Thread closed
Portal and Access4 events
Portal link updated Sign-in code requested Customer invited Agent invited
Cancellation and restorationReact when an inspection is canceled or brought back with a confirmed time. Insurance documentationSend the required document link and access information through an editable system automation. Build from the trigger listSee every event, whether it is already in use, and create a new automation from that event.
Conditional logic

The event starts it. Your conditions decide who gets it.

A published report does not have to produce the same message for every job. Add rules for the service, contact tags, inspection status, service location, or helpdesk context. The automation sends only when every condition matches.

Stack multiple conditionsEvery selected condition must pass before a communication moves forward. Inhibit by contact or agency tagUse tags such as No Review Requests or Internal Only to stop specific outreach. Separate offices and service areasTarget a rule to the service location responsible for that inspection.
CONDITIONSOptional - only send when all conditions are metAll rules
IFFIELDServiceVALUEWind MitigationRULEis included in inspection
ANDFIELDService LocationVALUEOrlando OfficeRULEis
ANDFIELDContact TagVALUEInsurance ClientRULEis assigned to contact
INHIBIT BY TAGSkip this automation when the recipient or their agency carries one of these tags.
No Review Requests ×Do Not Automate ×

Illustrative conditions based on the implemented rule and tag-inhibition controls.

The action layer

One trigger can coordinate the whole handoff.

Add up to ten communications to one automation. Each communication gets its own channel, recipients, timing, business-hours behavior, and message.

ADD COMMUNICATIONReport Published - Customer
RECIPIENTS
Customer Co-Customer Buyer Agent

+ Seller Agent+ Insurance Agent+ Lead Inspector+ Custom email

BIU

Hi {{client_first_name}},

Your reports for {{property_address}} are ready.

View your reports: {{report_link_html}}

Thank you,
{{company_name}}

UP TO 10 ACTIONSBuild a coordinated sequence from one event.

Email the customer, text the customer, notify the agent, and alert the assigned inspector without maintaining four separate triggers.

INDEPENDENT TIMINGImmediate, before, or after.

Use minutes, hours, days, weeks, or months. Time-relative inspection triggers also support communication before the appointment.

ROLE-AWARE RECIPIENTSAddress the person by their role.

Customers, co-customers, buyer and seller agents, insurance agents, lenders, inspectors, requesters, staff, thread participants, and selected system recipients.

111 MESSAGE VARIABLESWrite one template with the real job data.

Insert names, property data, services, fees, inspection times, balances, report links, portal links, booking details, airspace context, and company information.

Illustrative communication editor based on the implemented channel, timing, recipient, message, and variable controls.

Ready on day one

Start with 53 automation templates.

A new organization begins with an automation library covering the everyday customer journey and the product workflows that depend on reliable communication. Edit the language, change the recipients, adjust the timing, or build your own.

Automations53 templates seeded for every new organization
Logs New Automation
Booking ConfirmationPre-Inspection TRIGGERInspection Created
Active
Inspection Reminder (24h)Day of Inspection TRIGGERInspection Start Time
Active
Inspector On The Way - CustomerPre-Inspection TRIGGERInspector On The Way
SMS
Active
Report Published - CustomerPost-Inspection TRIGGERReport Published
SMS
Active
Invoice Payment ReminderPayment TRIGGERStandalone Invoice Reminder
Required
Request Received - ConfirmationRequests TRIGGERRequest Received
Active
Pulse: Review RequestPulse TRIGGERReport Published
SMS
Opt-in
Portal Sign-in CodeAuthentication TRIGGERSign-in Code Requested
SMS
Required
Helpdesk: Reply ReceivedHelpdesk TRIGGERMessage Received
Active

Illustrative library using names and triggers from the implemented starter automation set.

Built-in safeguards

Automation should be powerful without being careless.

The sending engine checks the recipient, consent, inspection settings, conditions, and timing before a message leaves. When it decides not to send, that decision is recorded.

Pause one inspection

Suppress automated notifications for a specific inspection without dismantling the company-wide rules.

Honor STOP and do-not-contact

SMS opt-outs and do-not-contact records remain hard stops, including when a team member manually sends an automation.

Hold messages for business hours

Keep an SMS from landing overnight. The message waits for the next eligible sending window.

Exclude by tag

Stop outreach for a contact or an agent’s agency without affecting unrelated automations.

Protect required workflows

Sign-in codes, invoice links, insurance access, and other required templates cannot be accidentally disabled.

Keep compliance copy visible

The first-text opt-out notice is readable in the library but locked against edits or deactivation.

INSPECTION MESSAGESAutomations and Message Log
All channelsAll statuses
TRIGGERED AUTOMATIONS
Booking ConfirmationPre-Inspection · CustomerOpened
Inspection Reminder (24h)Day of Inspection · CustomerScheduled
Report Published - Buyer AgentPost-Inspection · Buyer AgentSuppressed
AUTOMATIONCHANNELRECIPIENTSTATUSTIME
Booking ConfirmationEmailjordan@example.comOpenedAug 7 · 10:14 AM
Inspection Reminder (24h)SMS(407) 555-0192QueuedAug 11 · 9:00 AM
Report Published - Buyer AgentEmailagent@example.comSuppressedTag: Do Not Automate
Report Published - CustomerEmailjordan@example.comDeliveredAug 12 · 3:42 PM

Illustrative inspection message history based on implemented automation states and delivery records.

Every decision stays visible

Know what sent, what waited, and what stopped.

The global automation log and each inspection’s Messages tab show the rule, recipient, channel, timing, content, and current delivery state. Suppressed and failed sends keep their reason.

Full delivery historyQueued, sent, delivered, opened, failed, bounced, complained, and suppressed. Open and message visibilityView the rendered message and see when tracked email was opened. Manual control when neededTrigger an automation for a selected recipient, send a configured channel immediately, or resend an email using current inspection data.
The work keeps moving

Build the rule once. Keep the follow-through consistent.

Start with the complete library, shape it around the company, and keep every customer, agent, inspector, and office workflow moving from the same event system.

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