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Calendar Access Confirmation Indicator
Feature Description Request to add the following enhancements to the calendar interface: A visual indicator (small check mark) that displays when property access has been confirmed for an inspection Order numbers displayed on all calendar views/modes Right-click functionality on calendar entries for quick actions Current Pain Points Inspection managers must open each individual order to verify whether property access has been confirmed Order numbers are not visible in all calendar views, making it difficult to quickly identify specific inspections Limited ability to interact with calendar entries without opening the full order details Benefits Time Efficiency: Eliminates the need to open each order individually Improved Visibility: Provides at-a-glance confirmation status and order identification across all scheduled inspections Reduced Errors: Helps prevent scheduling conflicts or unnecessary follow-ups Streamlined Workflow: Allows for faster decision-making when prioritizing and planning inspection routes Enhanced Usability: Right-click functionality provides quick access to common actions Implementation Suggestions Access Confirmation Indicator: A small, distinct check mark icon could appear on calendar entries where access has been confirmed Order Number Display: Include order numbers on all calendar views/modes (daily, weekly, monthly) for immediate identification Right-Click Menu: Implement context menu with common actions such as: View order details Update access status Reschedule Copy order number Quick notes Business Impact These UI enhancements would significantly improve daily operations for inspection managers, allowing them to handle more inspections efficiently and provide better service to clients.
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Grouping Controls for Summary Pages
Currently when a report is generated, the summary page lists all items with an appropriately flagged condition grouped by area. In an example report with three 'Major Concerns', and 29 'Poor Condition' items on the summary page, our customers find it frustrating to read through the 'Grounds', 'Garage', 'Roof', and all of the other 20 or so sections on the summary page to find the three major concerns, each of which may be sandwiched between some 'poor' condition items. It also makes it difficult to quickly reference a major concern when it is placed among this other content. Adding an option to group the summary page based on the conditions used, an not by the inspection area would make the reports more readable for our customers. In this scenario, users could easily see the three 'Major Concerns' right at the top of the summary page, and then read on to see the 'Poor Condition' items, and so on. Many of the customers and real-estate agents are very hurried, and may not be interested to read through the full summary page when the only thing they are looking for is major concerns. Removing conditions like 'Poor Condition' aren't exactly a solution either since users who would like to see that level of severity must now sort through the body of the report. In short, for our business we find that grouping the summary page based on condition gives users more control over how deeply into the report they would like to read, which is exactly the purpose of the summary page. This creates a better customer experience for our clients.
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