Hide fees via the ISN report writer
next
A
Al Bolt
Problem: Fees cannot be hidden on a published report. Generated via the ISN report writer
Example: An inspector who should not have visibility of the fees is able to see these on the published report and via the page generated via the report preview.
Suggested solution: Tie the user setting "Do not display fees to this user" to the report writer or provide an option to hide the fees from certain reports as all parties can see those fees.
Janaya Fix - Product Management
Merged in a post:
Option to Hide Fees and Sensitive Information When Sharing Reports
A
Al Bolt
When clients complete reports and share them directly, they often forward the file to their realtors, who may then share it further with other realtors or parties. Clients don’t want the report fees or certain details to be visible to everyone. There should be a feature that allows users to hide specific information, such as fees or other sensitive data, at their discretion. This way, when reports are shared, only the intended information is visible.
A
Al Bolt
All the robot questions have been answered in the request. How about we schedule a phone call so we aren't going down an endless path of automated ?'s. 208 420-1998 Thank you. Al
Janaya Fix
Merged in a post:
Hide fee/service amounts
A
Al Bolt
The feature enabling administrators to restrict the visibility of fees to certain users may be bypassed if an inspector gains access to fee amounts via the report preview or published report.
Example: If the "Do not display fees to this user" is checked in the user administration page, fee amounts will still be seen on the report.
A suggested solution is to empower owners or office managers with the ability to hide these service fee amounts, to ensure stricter control over fee visibility.
Janaya Fix
Merged in a post:
Please remove the fee from the final report
A
Al Bolt
Janaya Fix
next
S
Sewer Scope
Totally agree! I don't want Realtors scrutinizing my fees. I don't review their fees. That's between me and the client. Bad for business. This one thing will keep me away from PalmTech Complete until it is resolved, no hyperbole.
Janaya Fix
future
Janaya Fix
Merged in a post:
Intro customization - no fees or option to show/not show fees
j
jmaxon
Reports often get circulated beyond the client - we don't want our fees listed in the report. Cover, intro sections should be customizable by the inspection co.
A
Al Bolt
1) Could you please clarify which fee you are referring to in the final report?
Any and all fees. The Fee $ amount listed at: Inspection Details / Services
2) Could you provide more details on how this fee is currently impacting your use of the service?
The fee is not public should anyone else (including Realtors) see the report. The fee is private information.
My fees are higher than my competition and a Realtor can use that as a reason for their clients not using me which translates into loss of business because of this default.
3) What is the expected outcome or improvement you hope to see by removing this fee from the final report?
Not having to waste time with a work-a-round that I'm having to deal with to prevent the fee from showing up on the report. This work-a-round also prevents automatic sending of the report to the realtor in the email events until I edit the Report Writer after payment has been made and then manually send
Janaya Fix - Product Management
Thank you for posting, Al Bolt! I have a few more questions for you:
- Could you please clarify which fee you are referring to in the final report?
- Could you provide more details on how this fee is currently impacting your use of the service?
- What is the expected outcome or improvement you hope to see by removing this fee from the final report?
A
Al Bolt
Janaya Fix - Product Management
A
Al Bolt
All the robot questions have been answered in the request. How about we schedule a phone call so we aren't going down an endless path of automated ?'s. 208 420-1998 Thank you. Al
Load More
→