Requesting Inspectors in Online Scheduler
M
Macey
When scheduling an Online Order I want the agents to not only be able to chose what inspector they want (which they already can) but I want them to be able to click a check box that says they want "Only this Inspector" for that inspection. That way we know if they are specifically choosing that inspector or if they just chose them randomly. It might also help if there is an option for "Any Inspector is Fine" and they are randomly assigned an inspector or that can be a checkbox and we know that we can reassign the inspection to a different inspector if needed.
ISN Product Management
Hello Macey! I have a few more questions for you:
- Can you provide more context on how often customers request a specific inspector versus any inspector?
- What is the current process when a customer wants a specific inspector only? How does this differ when 'any inspector is fine'?
- How would you like the system to handle situations where the chosen inspector is not available?
M
Macey
ISN Product Management Hello,
- I would say that 85% of our agents request an inspector. We currently have it listed in their agent profile but there is no way for us to know if they prefer someone if they have not previously told us.
- The current process is, once they chose a date in the online scheduler it lets them chose which inspector they want. They are required to pick a inspector to schedule their inspection. There is not currently an option for "any inspector is fine". We don't have any way of knowing if it is a preferred inspector for them or if they just randomly chose that inspector.
- If that inspector is not available the system could tell them the next day that they are available.
I think that there could be 2 different processes for this:
- The scheduler (agent/client) could chose the inspectors name and it would tell them what days/times he has available.
or
- The scheduler (agent/client) could chose what day they want and the system lists who is available (this is what it currently does) and then if the person they want is not available they just move on to the next day and manually check it.
I really just want there to be a box that they check that states they specifically chose that inspector because they want them. This could be a yes or no question that they are required to answer as well.