Unlink Orders Created with Duplicate Inspection and Reorder Inspection
in review
D
Damon O'Donnell
Problem: The Duplicate Inspection and Reorder Inspection features can cause confusion because the new order may remain linked to the original order. When users try to copy inspection details such as the address, client name, or other order information, but need to change specific details like the agent, changes may carry over to the other linked order if not handled correctly.
For example, if a user duplicates or reorders an inspection and then updates the agent, the agent information may also change on the original order. This can create issues with incorrect agents, clients, or order details being applied across multiple inspections.
Example
An inspector has two inspections at the same condo complex for different units, with different clients and different buyer's agents. They use Duplicate Inspection or Reorder Inspection to save time by copying the address and inspection details. However, when they update the agent on one order, the change may also affect the other order because the records are still linked.
Suggestion
It would be helpful to have an option to duplicate or reorder an inspection while automatically unlinking the new order from the original order from the start.
Ideally, the user could choose which details they want to copy over, such as address, services, fees, client, agent, or notes, and which details should remain separate. This would make the feature easier to use and help prevent accidental changes to agents, clients, or other linked profiles.
Janaya Fix - Product Management
updated the status to
in review
Janaya Fix - Product Management
Damon O'Donnell - We appreciate you taking the time to share your feedback. Our Product team reviews all customer input as part of our ongoing evaluation process, and your comments have been shared internally. Thank you for contributing your perspective.