Feedback proposal for new functionality:
future
Eve Jones
Scheduling.
A. Have a map or show drive time for unscheduled AND scheduled inspections for the day. Many times we are waiting on the confirmation from the listing agent to schedule an inspection so it remains unscheduled and we want to schedule around it but we have to move out of the software into Google Maps to find how far it is away. This would benefit everyone.
B. It would be REALLY great to know the closest inspection to the one you are currently scheduling for the week.
C. Why oh why can't the system recognize when I pick an existing client for a new order who their realtor was for the last order? We have to ask the client or go back to a previous order and check. Very time consuming and would be so helpful if the system pulled it up automatically.
D. Would be helpful to have the next open spot to pick from on mobile instead of guessing.
Communication.
A. The mobile phone text alerts should go to all mobile numbers in a profile - currently it only goes to the first one listed. Probably need an opt out box for it but it would be monumental.
B. Can we PLEASE have more than one person in a profile? Currently we have to put one name in the first name field and the other name in the last name field. For clients - there may be two that want communications and if I am sending the hubbs the wife gets communication with her husband's name (not hers). For buyer's agents it's the same gig and generally they have problems with getting into their dashboards with multiple email. For sellers agents it's the same issue, however, we also use this profile for builder sales agents and many times we need the sales rep and the construction manager in there.
Mobile only: Can we please integrate a link for the address when looking at today's inspections so it launches directions? Currently we have to cut and paste or go to the direction app we are using and type it in. Not mobile friendly.
Pricing: Could we have the sq. ft. pricing on the mobile app - it still says Soon your ISN app will calculate fees! - Not sure what they meant by soon...
Pay at Close - have it work for the mobile app
I'll stop there for now.
Eve Jones
Absolutely
Janaya Fix - Product Management
future
Eve Jones - great ideas. I have been planning this work for this calendar year. Some of things are in progress and some are coming later. Would it be ok to reach out to you as we get closer to get your feedback?
Janaya Fix - Product Management
Hello Eve Jones! I have a few more questions for you:
- Can you provide more details on how you envision the 'next open spot' feature working on mobile?
- Could you clarify what you mean by 'Pay at Close - have it work for the mobile app'?
- Can you elaborate on the specific issues you're experiencing with multiple emails and dashboard access for buyer's and seller's agents?
Eve Jones
Janaya Fix - Product Management - sure thing
- When scheduling in the desktop app you can see the next available time(s) - see the screenshot. It would be great to have some feature that shows at least the next open spot on the mobile.
- Pay at close AKA Flex Fund is a payment option that buyers can choose. Currently it doesn't have any fields on the mobile app but the desktop app has a service and tab tied to it. Not on the top of the list but worth mentioning.
- Agents have complained that they are having trouble accessing their dashboard if they have more than one email. I usually have to take out all but one email so they can access it.