All Collections
For TouchRight Software Users in the UK
Help and FAQs for TouchRight clients.
109 articles
Useful Webinars
How do I customise my account to add my company branding and colours?
How can I add accreditation logos?
Can I customise the appearance of my Report PDFs?
How do I add shading to my linked reports so that they are easier to read?
I want to add my own disclaimers/terms and conditions to reports. How can I do this?
I want to see what reports my staff have completed. How can I do this?
How can I change the sync status of reports from the app?
How can I bulk change the status of reports in my account?
Tips and Tools for Account Owners
How can I set up recurring appointment reminders?
I want to schedule some appointments a few weeks in advance. Can I do this?
How can I email appointments to a tenant or landlord?
How can I convert an appointment to a report on the dashboard?
How do I schedule an appointment on the dashboard?
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?
Acquaint CRM - how do I connect / disconnect my account with TouchRight?
Acquaint CRM - how do I use it with TouchRight?
agentOS - how do I connect / disconnect my account with TouchRight?
agentOS - how do I use it with TouchRight?
FixFlo - how do I connect / disconnect my account with TouchRight?
FixFlo - how do I use it with TouchRight?
MRI Qube SLM - how do I connect / disconnect my account with TouchRight?
MRI Qube SLM - how do I use it with TouchRight?
Plentific - how do I connect my account to TouchRight?
Plentific - how do I use it with TouchRight?
Reapit - how do I connect / disconnect my account with TouchRight?
Reapit - how do I use it with TouchRight?
Signable - how do I connect / disconnect my account with TouchRight?
SME Professional - how do I connect / disconnect my account with TouchRight?
SME Professional - how do I use it with TouchRight?
I need to disconnect a property from agentOS, Reapit or SME Professional. How do I do that?
I've disconnected a property from agentOS, Reapit or SME Professional. How can I reconnect it?
How do I edit and finalise a report?
How can I add, move and copy photos in a report?
How can I remove rooms in my report that are not needed?
How can I display my previous report information when I download a linked report?
How can I send my finalised report to the tenant or landlord to add remote comments and sign?
How do I set up a linked appointment so that I can view my previous report at the property?
I want to create a custom report name. How do I do that?
User guide for tenants/landlords: how to review, add comments and sign reports remotely
My report has failed to sync from the app. What can I do?
I accidentally selected the wrong name for my report - how do I change this?
How can I tag issues when my report is on the dashboard and create an issues report?
I've completed and synced a report but I can't find it on the dashboard. Where is the report?
I want to create a report in the office, how can I do this?
How do I send a report back to my device to either revisit a property to finish or get tenants to sign in the office?
I’ve finalised my report. How can I download or email it?
How can I create my own issue tag categories?
How can I copy a report on the dashboard?
How can I finalise a report that the tenant has added comments to?
A report has been completed using the wrong template - what can I do?
I’ve added a report against the wrong property address by mistake. Can I change it?
Can I customise a report before I go to the property?
I think I've accidentally deleted a report. Can I get it back?
I linked my report but I didn't mean to - how can I remove the link?
I forgot to link my appointment to my previous report - can this be edited?
How can I download tagged maintenance issues into a spreadsheet?
What are the different custom options available to me when I download a report?
I have completed a report on the wrong property address by mistake. Can it be changed?
How to edit, resend or delete a comments report request sent to a tenant or landlord?
How can I create, edit, customise or view my report templates?
I’ve created a template but can't see it when scheduling appointments. How can I fix this?
What kinds of question types can I add to my report templates?
How can I disable/hide my report templates?
I’ve seen a 'grid' question option in the template builder. What is it and how can I add my own?
How do I disable/hide report names?
How do I install the mobile app?
How do I sync an appointment to the app?
How do I schedule an appointment in the app?
How do I add photos into my report?
How can I copy a report, a room or a text box in the app?
How can I use dictation in my reports?
I’ve spotted repairs and maintenance issues at the property. How can I add these to my report?
How can I maximise the battery life of my tablet or phone?
I’ve completed a report on my device. How do I send it back to the dashboard for finalising?
How can I update my list of properties/templates in the app?
How do I complete a linked report in the app?
How do I fill in an inventory section in the app?
Can I customise my report template in the app?
Does the mobile app work offline?
Is my phone or tablet suitable for using with the TouchRight app?
The app has closed down. What can I do?
I want to create a Legionnaires Risk Assessment. How can I do this?
I’ve downloaded the appointment to my device. How do I start completing the report?
Over-the-phone reporting - how to create and complete with a tenant or landlord
Self-service reporting - how to edit, resend or delete a request
Self-service reporting - how to send a report to tenants or landlords so they can complete remotely
Self-service reporting - user guide for tenants and landlords