Feedback

I would like to send an automatic email and text to the buyer's agent when a client signs the Flex Fund agreement so I can alert the agent they will be getting a request from Guardian for closing information so they know it is not a scam attempt. I am having to do that manually right now.

Problem: Manually creating clients and sending invoices to QuickBooks is highly inefficient. The current process requires handling each record individually (1:1), which consumes significant time and effort, especially when dealing with high volumes of clients and invoices. Example : Right now, when creating clients and syncing invoices with QuickBooks, each entry has to be processed separately. For businesses managing dozens or hundreds of inspections, this creates unnecessary delays and administrative overhead. Suggested Solution : Enable bulk client creation and bulk invoice export to QuickBooks. Introduce an option to automate the process so that, when QuickBooks is connected, invoices are automatically created and synced without manual intervention. This improvement would significantly reduce administrative workload, save time, and ensure that accounting is kept up to date seamlessly.

Problem Statement: With previous credit card processors, I manually processed refunds, however, now that I’m using Guardian (the mandated provider for ISN), I’m wondering if I can leverage an automated refund tool within the Order interface. Currently, refunds must still be processed manually, separate from the cancellation process. This isn’t necessarily a bad thing, but it creates extra steps and communication gaps. It would be ideal if the cancellation action could include an optional step such as: “Do you want to refund this fee as part of the cancellation?” Or at minimum, after processing a manual refund, there could be a confirmation popup asking whether to “Email client/agent/bookkeeper about the refund.” Example Scenario: 1.User cancels an order from ISN. 2.System prompts: “Do you want to process a refund?” → Yes/No 3.If Yes → allow entry of refund amount. 4.After refund is submitted → system asks: “Would you like to send a refund notification to the client/office?” with email template or selection options. Suggested Solution: Enhance the cancellation workflow by integrating an optional refund + notification step. This would reduce manual communication, improve bookkeeping alignment, and provide a more polished experience for both admins and customers.

Problem: The Tasks tool does not have an internal log to show who deleted a task. Example: When a task is assigned to a company user and someone deletes it, there’s no quick way to see who removed it. The only option is to check the System Log, but searching through the system log can be time-consuming because you have to filter through all log entries. Suggested Solution: Add a deletion log inside the Tasks tool that clearly shows who deleted each task. This would make it easier to track changes directly within the tool and save time when investigating deleted tasks.

It would be very helpful to have the ability to associate specific Fill-In Forms directly with an Inspection Type. This way, forms could be triggered automatically based on the selected type of inspection, improving workflow and reducing manual steps. Benefit: This would streamline the process for inspectors and office staff, ensuring that the right forms are always used for the right inspections.

It would be extremely useful if there were a section within each order which would note any existing tasks associated with that order. Ex: "There are 3 tasks associated with this order" and then an option to click to view task details. This would make it much easier for staff to follow up on any pending reports and other situations which require further attention.

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.

I want to have an additional column( or more) on the inspection grid so that I can manage office task related to each inspection, like follow up letters, calls, secondary reports, and many other things my office does on each one. Id rather have it built in isn so i could easily manage the complicated processes that we have that can not be managed outside of isn.

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.

Is there any way to integrate assigning a task inside the order creation process? One thing we'd like to do with task reminders is to set a task to remind the inspector to update their report with radon test results - we find when one guy picks up the radon box, we are doing so much that things fall thru the cracks and an inspector forgets to update their report w results. So we want to use tasks as a reminder to him that would sms or email him to remind him to update report. But we'd like the office gals to setup that task within the order when creating the order. Then if anything changes/moves, they can adjust the reminder within the order as well.