Use this when a homeowner asks for the recording of their appointment to be deleted.
- Homeowners ask on the TrueSit site: the Recording notice page has Send a deletion request, with their name, email, the appointment date and address.
- If a homeowner asks a rep in person, the rep tells the org admin, who handles it below. Reps cannot delete recordings.
- The org admin opens Settings and finds Deletion requests. New requests show as To resolve.
- Open the request and find the sit under The sit to delete. Use the date and address to pick it.
- Choose what to do:
- Delete the recording when you found the sit. - Nothing found when there is no matching sit. - Decline when you have a reason to keep it. Write the reason and a Note to the homeowner. - Not ours when the appointment was with another company. It goes back to TrueSit.
- Choose Resolve. The homeowner is emailed the outcome.
If it does not work
- You cannot find the sit: search Sits by the address, then pick it in the request.
- Deletion requests is missing: only org admins see it.
Still stuck? Open Help and choose Talk to a person.