Score Card on Summary Report
now → current focus
a
adamnext
Other systems I have used that start with S , have at the top of the Summary Report as well as the Main Report a Total of each Category by the colour codes.
I would like to see it go one step further having a grid styled with Colour across the top then Systems Down the side. Plumbing, Electrical etc. So you can quickly see ie, Plumbing 2 Monitor 4 Repair/ Replace 1 Safety Issue
Electrical 5 Repair /Replace
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adamnext
hey guys I see you rolled out the score card and its pretty good BUT its a bit confusing for people I had submitted a grid that makes it easier. It gives a top level view of the main Flags then Subtotals based on my secondary flags or maybe for other who dont use them by section, could work too.
Product Management Team
adamnext: Hey Adam, let's talk about this more. We rolled out 2 new options for ratings, but we have plans for more. So totally open to ideas. I am not sure I 100% understand the grid view - want to send me an email with some examples?
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adamnext
Product Management Team you can call I am available for half an hour I dont know who is writing to not sure who to email
Product Management Team
adamnext: oh - sorry. Its Janaya
Product Management Team
marked this post as
now → current focus
d
droos
If you implement this it needs to be optional. Showing a client they have 56 deficiencies would scare them off of the house in my opinion.
Janaya Fix - Product Management
marked this post as
next → next up
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adamnext
Something like this would be great. Making it easy to do a on site summary showing how many items and the ranked urgency by category. This could be located in 2 locations in the main repor under the Legend and on top of the summary pages
Janaya Fix - Product Management
Hello adamnext! I have a few more questions for you:
- What specific categories and color codes would you like to see included in the grid?
- How frequently do you use the summary report, and how would this change improve your workflow?
- Are there any specific systems or services you prioritize that should be highlighted in the report?
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adamnext
Janaya Fix - Product Management
- See my mock up above. 2. Its used all the time. 3. again see above feel free to book a call with me any time.