Report writer issues
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bretthuber
I would much rather explain all this over the phone but apparently this is the only way, This is gonna be a long list....
When setting up my report template:
While attempting to move the comments where i want them, many times the system will "grab" the whole category or section and try to move it, rearranging the REI 7-6 can result in fines and suspension in the state of Texas and should not be allowable on the template editor.
Many times when adding a new comment, the software will randomly send the new comment to the top of the comment section where i have to scroll up, grab the comment and drag it back to the bottom (refer to the previous issue)
I need permanently affixed disclaimer statements to be able to be tied to each section on all my reports that i can elect to delete at my discretion.
I need subsections for each section to help organize it and make it easier to navigate, i.e.
I. Structural --->
A. Foundation
B. Grading and drainage
C. Roof coverings
D. Roof structure
E. Walls --->
Exterior
Interior
Cabinets
The software is very slow when doing a report. Everytime i tap on something it takes 2 to 3 seconds to "think" this adds up to a lot of wasted time on 40-50 page report. which leads me to the next problem
The software for doing the report is very linear. when doing an inspection you often are presented with multiple category deficiencies in a small area. for instance, i can have an HVAC, Wall, Foundation, Grading and drainage, Roof covering, Window, plumbing and electrical deficiency all right next to each other. in order to put them all in my report while im standing there i must....
go to HVAC, go to cooling equipment, go to comments, select the comment and take a pic THEN
back out of comments, back out of cooling and back out of HVAC, THEN
click on structural, click on foundation, click on comments, add the comment, take a pic then back out of comments back out of foundation, click on grading and drainage, click on comments, add the comment, take the pic, back out of comments, back out grading and drainage, click on roof covering, click on comments, add the comment, take the pic, back out of comments, back out of roof coverings, click on walls, click on comments, add the comment, take the pic, back out of comments, back out of walls, then click on windows, click on comments, add comment and take pic, back out of comments, back out of windows, back out of structural, click on plumbing, click on plumbing supply, click on comments, add comment and take pic, back out of comments, back out of plumbing supply, back out of plumbing, click on electrical, click on service entrance and panels, click on comments, add comments and pic.
this is all way too time consuming and theres not enough info on the screen, if the categories could be on one side of the screen and the sections on the other side so you could jump from category to category that would help immensely. and make the font smaller so you dont have to scroll endlessly through everything, need to have more info visible on the screen
Also the "tapping intuitiveness" leaves a lot to be desired. takes several attempts to get the buttons to activate when i tap on them.
i also can not figure out how to review my report after i am done.
Janaya Fix
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Janaya Fix
Merged in a post:
Template Library
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barbaraslabinski
Is it possible to make Categories specific to an ISN company? I customized a template, eg. Bathroom - Full and Bathroom -1/2. When I have to add another bathroom on the fly, I want to see the same bathroom configuration has I have listed in either the Full or 1/2.
Janaya Fix - Product Management
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Hi Michael Christian and bretthuber - I just wanted to give you an update on this. We are in the process of making a couple of key enhancements to the product that might address your needs.
We are working on:
- The ability to easily copy/paste a category. This work is scheduled to be finished in the next 2 weeks.
- a Comment library, where you can make it less about the template and more about using the right comments regardless of your flow. This work is scheduled to be finished in early April.
- Performance improvements in the web app. We totally recognize that the web app is running too slow. We have several improvements underway that I hope you will start to feel the difference soon.
- Ability to have more flexibility in templates. We recognize that everyone works differently and the product you buy needs to work for your business. We are actively working on a concept called Flex Templates that will allow you to create and organize your template any way you see fit. If you use a flex template, all the standard default items can be removed or customized, allowing you to do what works for you. We will still have the default templates for those customers that just want to get up and running fast, but we recognize that many of you have mature processes that need more customization options. I will keep you guys up to date as I have more information!
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Michael Christian
Janaya Fix - Product Management: God bless you! You just made my day (and hopefully a few other peoples as well!!!) Keep up the good work!
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Michael Christian
It's been a while since I checked in on this, but wanted to encourage the continuation of this concept. Having a "cut/ paste" option would be super convenient when adding new comments to multiple categories. Additionally, having a bank of comments in your profile would be great when creating a new template. As of now, unless I'm missing something, I have to spend the same amount of time creating a Condo Template as I did the original Home Inspection Template...which took FOREVER!. Once you create a template, it would be easier to remove the unnessesary content, than it is to start from scratch to build a new template.
Thanks again for all of the work!
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Michael Christian
I'm curious how this is coming along. Even a cut/ paste option would be great in order to move comments from one section to another. For example, I have "electrical" sections in "exterior", "garage", "bathrooms", "kitchen", "bedrooms". Currently, I have to recreate the exact same 10-12 comments by old fashioned data entry in each section. Or, If I discover that I want to add a new comment pertaining to electrical in anyone of these areas, I have to data enter the new comment, describe it and tag it for each section. I understand that the original outline isn't designed this way, but realtors and clients prefer the information about a specific area to be all together. The theory of putting all of the comments regarding anything electrical, in an electrical section and then tagging the location, is fine, but it's not convenient for the end user.
Perhaps having a "bank" for all comments would be appropriate? That way no matter what category you are under, you can click "add comment" and it automatically takes you to your entire glossary of comments? Just a thought. I really think there is a ton of really good stuff happening with ISN, and I'm excited to dial it in so it's super easy to use, for me and my clients.
Janaya Fix
Michael Christian: I just sent you an email:
We have been slightly delayed due to other commitments however we still plan to have the functionality. Here is what is coming and approximately when. Please let me know if there is anything else you need an update on and I would be happy to provide it. You can also schedule time with me.
Move/Copy Function - Ability to move or copy a line/category or comment to a different line category comment. November
AI Comment Helper - Use AI to help craft your comments
October
Comment Library - Ability to have a common library for comments that can be reused.
January
Summary Improvements - Ability to organize the summary, by flag for example.
January
We had initially hoped to have the Comment Library launch next month, however we have been working on some unplanned work.
Janaya Fix - Product Management
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Janaya Fix - Product Management
Hi Brett,
My name is Janaya and I am the ISN Product Manager working on the Report Writer. First, thank you so much for taking the time to provide all of this information. We have a lot of work planned that will hopefully help some of your challenges. I would love to schedule some time with you to discuss in more detail over the phone or over Microsoft Teams. I honestly believe that customer feedback is a vital part of making a product great. If you are open to talking feel free to grab any available time on my calendar here: https://calendly.com/janayafix_isn/30min.
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bretthuber
Janaya Fix - Product Management: yes over the phine would be preferable. 832 465 6360
Janaya Fix - Product Management
bretthuber: Thank you! I will give you a call later today.