Feedback

Problem : Currently, the list of items in the Actions tab cannot be organized or reordered. Users want the ability to rearrange the items to match their preferred workflow or priority. Example A user has multiple action items listed (for example, send email template, invoice agreement). They want to move “payment request” to the top so it appears first, but there is no option to move items up or down. Suggested Solution Add a way to reorder Actions tab items, such as: • Drag and drop to rearrange items • Up and down arrows next to each item • Optional “Sort” options (manual order, alphabetical, date created, priority) This would allow users to organize the list based on their workflow and improve efficiency.

Would like to request a new feature that allows users to send a Repair Request List on behalf of another recipient, such as a real estate agent, or have the option to choose who will be the sender.

where you would select "who are you" have Transaction Coordinator and option and it's searchble from the contacts just like the agent is.

I would request that there be a visual cue at the "Next" button, when not all of the "Required" fields are filled. In other words, clients hit "Next" after they have filled in the fields, but nothing happens. The page does not take them to the empty Required fields. The page does not refresh at the top. The Next button does not turn from BLUE to RED to indicate a problem. A note saying "Please complete ALL Required fields" does not display. I receive several incomplete online orders per week. Now that I've been aware of this issue (from a regular client), I wonder if it is also confusing other clients, and they are moving on to another vendor. I worry I am losing business by confusing and frustrating the client. You only get one opportunity to make a good first impression, as they say. I just had anonline order, which reported that same problem and the same confusion. Due to this issue, they reached out to a competitor instead of booking with us. This is an URGENT issue that needs to be resolved right away. We are literally LOSING BUSINESS. The request was added by Aura - ISN Tech Support team on behalf of Michael Schmidt from HM

Please add a search option on the ISN calendar to find specific events by name like holidays, meeting with clients, agents etc.

I would request that there be a visual cue at the "Next" button, when not all of the "Required" fields are filled. In other words, clients hit "Next" after they have filled in the fields, but nothing happens. The page does not take them to the empty Required fields. The page does not refresh at the top. The Next button does not turn from BLUE to RED to indicate a problem. A note saying "Please complete ALL Required fields" does not display. I receive several incomplete online orders per week. Now that I've been aware of this issue (from a regular client), I wonder if it is also confusing other clients, and they are moving on to another vendor. I worry I am losing business by confusing and frustrating the client. You only get one opportunity to make a good first impression, as they say. I just had anonline order, which reported that same problem and the same confusion. Due to this issue, they reached out to a competitor instead of booking with us. This is an URGENT issue that needs to be resolved right away. We are literally LOSING BUSINESS.

Problem / Current Behavior : Users want to email clients a document (example: a warranty) that includes the property address inside the PDF. Today, the workflow is manual: Open the order Click Actions > Fill In Form ISN inserts the order address into the document User must download the completed PDF User must manually send it to the client using a manual notification There is currently no way to automatically attach the completed “Fill In Form” document to an email. Impact This adds extra manual steps for every inspection, increases the chance of forgetting to send the warranty, and creates inconsistent client communication. Example / Use Case “As part of every inspection, we need to send the client a warranty PDF that includes the property address. We want this sent automatically every time an inspection order is created or completed.” Suggested Solution / Desired Behavior Add a built-in option to automatically email the completed “Fill In Form” document as an attachment, such as: Allow “Fill In Form” documents to be attached to an email template / notification Trigger options (examples): when order is created, scheduled, completed, or when report is delivered Select recipient(s): client, agent, additional contacts Choose document(s): warranty, agreement, custom PDFs Ensure the address and other merge fields are populated before sending Success Criteria Users can configure an email/automation so that the system completes “Fill In Form” and sends the populated PDF automatically, no manual download and re-upload required.

I consult for a number of home inspection companies and I am seeing the same problem in ALL of them. Employees/Client Care team members are manually changing prices during the order creation. Simply adding a security rule isnt acceptable as commercial and other unique properties require pricing adjustments from time to time. The admin overhead to solely manage this isnt reasonable. Being able to run a report weekly by the office manager is how the audit and training should be handled. There needs to be a "Employee Price Adjustments" report : The report should include a date range. Constraints within DB limits, as in, if to large of a date range is selected, force the email feature. The report should allow to select all office staff or an induvial user. The report should be limited to Office Manager and Owner level roles Fields on the report: A. Date & Time of price change B. User name C. OID D. Address E. Original price F. Updated price G. Note, if applicable: As in, is there a note that's less than 5min of the price change. This is probably a significant change if logging is not capturing this change. This is a critical report that lives in MOST industries.

On the "scheduled inspections" page it would be nice to be able to filter to show inspections for the next 2, 3, 5 days in the future and all past inspections to prevent seeing inspecitions way in advance