Gather client details first | Voters | Inspection Support Network

Gather client details first

jgoembel

The online scheduler first gathers the preferred date of inspection, then the inspection address, then the clients information. Recently a client began an online order then backed out before entering their information. This lack of information prevented me from having the clients contact to follow up on the order.

My feedback/suggestion is for the online order form to request the clients contact information earlier in the process so that if they back out the inspector will be able to follow up in attempts to book the order.

December 14, 2023

Janaya Fix - Product Management

Merged in a post:

Capture Contact Info with Online Order Started

sherineprice

would like to capture the contact info of the person who starts an online order, not just the address. there should be a way to set this up. if they are a client, it would be helpful to also capture their realtor's name too.

March 6, 2026

Lindsay G - ISN Product

Hello. There is a setting in Settings > Office Settings > Online Scheduler v3 Settings that will allow you to put date selection later in the flow so that client inputs appear first. In the screenshot below, that option is disabled. You'd need to click on the toggle to enable it. And you can preview it using the test URL further down the page to see if it'll work for you.

Do you want to give this a try?

Hillside Home Inspections

Lindsay G - ISN Product: i will check it out shortly when i have time to sample the difference

Hillside Home Inspections

Lindsay G - ISN Product: thanks for the follow up.

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