Feedback

I copied an existing category a number of times in order to break down a group: I copied Electrical (which broadly included outlets, switches, fixtures, GFCI/AFCI,...and named the copies Electrical - outlets, Electrical - switches, Electrical - fixtures, etc. Wanting to delete lines that have become unnecessary in a new, copied, renamed category, e.g., delete all comments pertaining to switches in the Electrical - outlets category, I find that if a line is erased in one of the categories it is erased in the original and all the new, copied, renamed categories as well. Can this be corrected? P.S. not sure if Automated Tasks is the correct direction

Does ISN have any plans to add CRM features so we can add notes to each time we follow up with an agent? And be able to do proper follow up. At the moment we need to use an external CRM

We use the tasks to remind us of actions that are needed prior to an inspection. Would be very helpful if viewable on the specific order as well as the Tasks section. Should be an easy code (similar to Call Log) since the Task sections allows you to associate the task to a specific order.

It would be helpful to have the ability to add a task from direct in the order, especially before scheduling, so when in order, you could create the direct task and the order number be automatically attached. At times, the current task will not add the order number

I think it would be great to basically tweak the "agents" and even prior clients to add a little more info about the person and be able to set a "task" on a separate calendar. Just to make reminders to call or email or text etc, and be able to continually log that info and set reminders and alerts to remind us to do these follow ups! Since all of their info is already in ISN system and tracks every inspection that realtor is associated with it seems like that would be a great feature. Thanks

Our offices uses some third party inspectors for additional services (sewer scope). Once an inspection is scheduled with a sewer scope, a system generated task can be placed on a specified person to follow up on the day of the inspection to ensure we receive the sewer scope. This can be applied in so many ways across some may inspection types or services. Please make this happen. Please.

greenworks is looking to enhance the task feature in ISN. Create a "task event" system for unscheduled orders. When unscheduled orders are created, we'd like tasks to automatically be attached to them, and for those remaining tasks for fall off of the order once the order is scheduled. Logic to introduce into task priority/rank. This will include most recent task first for certain scenarios. The logic will change based on how the lead (unscheduled order) came into the greenworks funnel. Create a "claim next task" button for AEs, this button will leverage the logic created from item 2 and give the most important task to the AE. A search button to be implemented into the user list on the task feature A filter by role mechanism to be introduced into the user list in tasks (currently it shows users that are not relevant to tasks, making the user list too long). Task reporting (tasks by user for example). Either a priv which is set per user that forces them to enter an OID when creating a task, or at least a pop up asking "did you enter your OID?" so that this portion isn't skipped. We discussed the priv option working well since not all users should be forced to enter an OID.

Are there any plans to add the ability to make a task recurring? We have tasks we ask the guys to do every Friday, and the office has to create 10 tasks every week for the guys, and re-do them next week, etc. A recurring feature would be great.

Our President wants to assign Tasks to various members of the Office Team. All of them have access to the Company calendar, Since there is no controls, each can see ALL the tasks assigned to everyone, They can also Delete, Edit, and Complete any of the tesks. We would like to limit Deletion to creator or Owner as well as tracking WHO did each action on the Task view screen.