Settings, billing and your PMS connection

1The Settings window

Open Settings from Settings at the bottom of the sidebar, or from the menu on your name. Use the tabs along the top, or the left and right arrow keys, to move between them. Tabs with a form save with Save changes; the others close with Done.

1.1Which tabs you see

Members see every property, inspection and report, and can review and sign off reports. Owners and admins can also manage people, report emails, Slack, billing, the PMS connection's settings and each home's baseline.

2Profile and password

Who can do this: everyone, for their own login.

On Profile, change your First name, Last name or Phone, then press Save changes. Your Email is your sign-in, so it cannot be changed here; email support@rapideyeinspections.com to change it.

On Security, type a New password of at least 6 characters, type it again under Confirm password, and press Save changes. Forgot your password instead? See resetting your password.

3Billing

Who can do this: owners and admins.

3.1Updating the billing method

1. Open Settings and the Billing tab.Update billing method shows the method on file, for example Current: Visa ending 4242, expires 08/26.
2. Enter a new card, Google Pay or US bank account.The new method replaces the old one for all future invoices.
3. Press Save billing method.You see Billing method updated. A bank account can take a few days to confirm: Bank account saved. Bank payments can take a few days to confirm.

If your account is billed through a parent company, the tab says Billing for this workspace is handled by that company, and there is nothing to change here. For invoices or questions about your bill, email support@rapideyeinspections.com.

3.2A payment did not go through

If a payment fails, owners and admins see a banner across the app: Your last payment didn’t go through. Please update your billing method. Press Update billing method on the banner to open the Billing tab, and save a new method. The banner goes away once payments are working again.

4Your PMS connection

If your account is connected to your ops software, the PMS connection tab shows whether the connection is healthy and what RapidEye does with your tasks. These settings apply to everyone on your account.

Who can do this: everyone can see the tab, check the connection, and follow the steps to fix it. Only owners and admins can change the workspace or the task settings; the tab shows You can change these or View only.

Sections 4.1 to 4.4 cover the tab with a health card and task settings, shown below. Other platforms get a shorter tab, covered in 4.5.

4.1Connection health

The first card says how the connection is doing, and when it was last checked. RapidEye checks every hour; press the reload icon next to it to check now.

4.2Fixing the connection

RapidEye works inside your ops software as a team member named Rapid Eye, with the role Supervisor and all departments. Supervisor is the lowest role that can see every task and write results back. When the health card shows a problem, it lists the exact steps. In short:

• Wrong role: in your ops software, open Manage users, choose Rapid Eye, set Role to Supervisor, and save.
• Missing departments: in the same place, tick the departments the card names (or all of them) under Departments, and save.
• Removed: add a person with the email support@RapidEyeInspections.com, name Rapid Eye, as a Team member with the role Supervisor and all departments. The card has a Copy button for the address, and screenshots under Prefer pictures? Show screenshots.

Only an admin of your ops software can add people or change roles there. If that is not you, send them the steps. Then press the reload icon to check again.

4.3Your workspace name

The workspace card holds your company name exactly as your ops software shows it under Company settings. To change it, an owner or admin types the new name and presses Save.

If your email is one of that workspace's users, it connects straight away: Connected to …. Our team has been told. Otherwise our team checks it first, usually within one business day, and RapidEye keeps using the old workspace until then.

4.4Which tasks RapidEye handles

Two cards control what RapidEye does with your tasks. Each has an on/off switch and the departments Cleaning, Inspection and Maintenance.

• Video walkthroughs adds a RapidEye recording link to matching tasks, so cleaners film a walkthrough.
• Photo analysis reviews the photos cleaners attach to matching tasks.

1. Turn the card on and tick the departments it should cover.Under each department, a line counts the matching tasks, for example No task names: every Cleaning task, 212 in the last 30 days.
2. To cover only some tasks in a department, type part of a task's name in + task name and press Enter. Add as many as you need; the cross on a name removes it.The line changes to Matches 9 of 31 Inspection tasks in the last 30 days, so you can see what you are about to cover.
3. Press Save video walkthroughs or Save photo analysis. Discard throws away your changes.

With both cards off, RapidEye stops reading new tasks for your account, so nothing new is analyzed or linked. Everything so far stays in your reports, findings and dashboard, and your settings are kept for when you turn either back on.

4.5Other platforms

For other platforms, the tab shows which platform and workspace you are connected to.

• If it has an API key field (Replace API key once a key is saved), you can paste a new key there to replace the saved one, then press Save changes. Leave it blank to keep the current key.
• If it has Recording item placement, choose where the RapidEye recording step sits in your task checklists: After the first item, Before the last item or At the end. It applies to your whole account.

For platforms our team set up for you, there is nothing to change here. Email support@rapideyeinspections.com if something looks wrong.

5Messages you might see