Summary Organization
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toriamato
Trying to make reports more concisive and fluid for clients/agents, I would like to add the feature where amongst the summary all items are organized via the flag ratings associated within the inspectors report. This allows for easier reading for those who want to see the items in a grouping as well. I am being asked this by multiple clients and agents and in order to ensure their content with utilizing my services as a home inspector I hope to have this investigated and possibly written into the program as soon as possible.
Janaya Fix
Merged in a post:
Grouping Controls for Summary Pages
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bwarner
Currently when a report is generated, the summary page lists all items with an appropriately flagged condition grouped by area. In an example report with three 'Major Concerns', and 29 'Poor Condition' items on the summary page, our customers find it frustrating to read through the 'Grounds', 'Garage', 'Roof', and all of the other 20 or so sections on the summary page to find the three major concerns, each of which may be sandwiched between some 'poor' condition items. It also makes it difficult to quickly reference a major concern when it is placed among this other content.
Adding an option to group the summary page based on the conditions used, an not by the inspection area would make the reports more readable for our customers. In this scenario, users could easily see the three 'Major Concerns' right at the top of the summary page, and then read on to see the 'Poor Condition' items, and so on. Many of the customers and real-estate agents are very hurried, and may not be interested to read through the full summary page when the only thing they are looking for is major concerns. Removing conditions like 'Poor Condition' aren't exactly a solution either since users who would like to see that level of severity must now sort through the body of the report.
In short, for our business we find that grouping the summary page based on condition gives users more control over how deeply into the report they would like to read, which is exactly the purpose of the summary page. This creates a better customer experience for our clients.
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bwarner
Definitely a very important feature. Hope to see this one soon.
Janaya Fix
Merged in a post:
Enhanced Control Over Summary Display in ISN RW
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bwarner
Submitted on behalf of user - The user would like to submit a feature request regarding the current behavior of the summary view in ISN RW. As it stands, the summary displays items based on report category/item order rather than by flag color or priority level.
The request is to give inspectors more control over what information appears in the summary and how it is organized. Specifically, the user suggests allowing the summary to be sorted by flag color (or attention level) instead of by category/item. This would provide a clearer, more focused view, especially for agents who primarily want to quickly identify areas of concern.
The user referenced the former "Inspect It" software, which had a similar summary layout sorted by flag severity, and noted that it worked very well in practice.
Janaya Fix - Product Management
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Michael Christian
I am in complete agreement, and so are the realtors/ clients. They want to know, at a glance, which items are considered urgent, and which ones are simply general notes/ maintenance items.