make it so real estate agents can edit/complete their incomplete orders
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LJohnson
we have multiple agents that have started orders online or through their rep dashboards. They then call the client (or get otherwise sidetracked) to see what time they would like to do the inspection. When their client gets back to them 30+min later and they go back to the browser window they left open, the info they already filled in is missing. So then the re-enter the info (annoying to have to do it twice) adn on our side we end up with an order and an incomplete order. Or sometimes two incomplete orders and a confused email and phone call from the real estate agent. It would be immensely helpful if there was a solution, such as the real estate agent being able to go in and complete their own incomplete order. Would make sure they get the time they want asap, not create additional work for our agents or us, and ensure we don't get double booked.
Janaya Fix - Product Management
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Hal Kunnen
I see where this might go. I like the idea of an agent booking an inspection and returning to complete details. This is similar to an ISN user logging in to schedule or add more information as the inspection order develops. Suggest using a userID and PW for an agent and encouraging them to us their own ISN portal into the ISN order system for the ISN company they choose. They could create orders by themselves to help their client and work with the home inspection company to complete an order. We have several Realtors who are smart enough to book their own inspection when given the proper tools. Or should we just create a special user ID on our own?