Feedback

I would like the online scheduler to be basic\simple. Name address email phone time and date. That's it. From that point email\text go out to office and call center for us to follow up on. - As of now this can only be done on the agent dashboard (red)

The online scheduler is an incredibly valuable tool for us. Our realtors let us know regularly how much they appreciate it. We have had an ongoing issue with the scheduler that I have explained in the past. I'm hoping that I can eventually prevail in my request for a minor modification to the online ordering form. The scheduler requests client info for the seller or the buyer depending on how the person ordering identifies themselves. This creates the potential for significant error. There are a few scenarios in which we may be receiving incorrect information about the intended client. If the listing agent orders the inspection for an unrepresented buyer - he or she will end up entering the seller's information when following the cues in the form. If a homeowner goes online to schedule an inspection for a prospective buyer in a private sale, they may end up entering the seller's information because that's what the scheduler asks for. In our market, the seller's agents are regularly requested to go ahead and place the inspection order for a homebuyer's inspection to accommodate the homeowner's scheduling needs. Once again, listing agent is asked to provide seller's information. There may be other scenarios, but the point is that by changing the ask and requesting the contact information for the "Client" or maybe the "HomeTeam Client" instead of having it switch depending on the identifier and ask for buyer or seller, quite a few potential issues could be avoided. We have had several orders over the last few years that have been scheduled , signed and inspected before we found out that our Inspection Agreement had been excecuted by the wrong party. Our legal counsel has been quite clear with us that on any occasion that we perform a home inspection w/o a signed inspection agreement, we may have limitless liability exposure. Our insurer informs us that we may not have any representation if we are faced with a major claim in a transaction in which we have failed to secure a signed inspection agreement prior to starting. I think this minor adjustment to our order form could prevent a potentially serious liability exposure for our franchisee's down the road.

Enable an automatic connection between the Transaction Surcharge settings and Custom Controls, so that selections (e.g., “CC”) made in the surcharge configuration are auto-populated in relevant custom fields.

Enable the system to adjust available time slots based on the square footage of the property, ensuring more accurate scheduling.

For Package Pricing: Dynamic Packages - For owners with large territories or multi-state territories, it would be beneficial to show different packages based off of state and/or zip code. Ex: Our Louisville location currently has 6 packages shown in their online scheduler — 3 for Kentucky, 3 for Indiana. It would look cleaner if the owner's state/zip code they enter dynamically changes which packages are shown Web Link Integration - I may be mistaken, but I don't think we can integrate weblinks into descriptions. Allowing this would be very beneficial for warranties and ancillaries that are hard to describe. It'd help the consumer journey to click a "warranty" link that opens another tab showing them the value they'd get if they get a package with one. Build Your Own Package - The purpose of the packages is to simplify the process for the unlearned consumer and give them an easy option to select if they don't know what type(s) of inspection they need. In addition to the 3 packages shown, it may be beneficial to include an option for a smaller button, "Build Your Own Package!", that gives learned consumers or agents the ability to select the ancillaries they want. This would also help the franchise owners who have many ancillaries and struggle to decide which ones to highlight in their 3 packages. Package Display Landscape - I'm 90% sure this was already requested, but just in case, displaying the packages in landscape would be more visually appealing. Further Formatting: Inspection Types -> Services - The journey I see being potentially the smoothest for the customer is before the "Property Info" section, there's a page that asks what type of inspection they need. Commercial, Condo, Residential, or Standalone Ancillary (however we want to phrase it). It may be best to make Residential/Condo the largest option or at least highlighted since it's the most common. Once they then get past the property info, they're met with the services that would be available for that inspection type. If it's Residential or Condo, they'll see the packages. If it's standalone ancillary, they'll see the ancillaries the owners offer if it's standalone.

Online Scheduler allowing a scheduler to add an Invalid phone number to receive a quote. Request: A pop-up or Invalid phone number banner appearing during the scheduling process.

The way the online scheduler appears on the phone needs to be reviewed and updated asap. This should be a top priority for the development team as scheduling online via phone is how 90% of clients and agents schedule. Currently, words do not fit, fields are cut off on the right and left, the checkbox when using the checkbox feature is mostly cut off, the questions we need to ask will not display entirely and are cut off. I recently updated some verbiage within the services tab of the scheduler and happened to try it out on my phone. It does not function well and looks terrible. You need to use your phone to see the severity of the issues not the tester within ISN. The online scheduler was the main reason I started with ISN in 2018. It did not look like this then. It was very functional. You could see every question in its entirety. You could ask detailed questions. Through the updates something has happened and it needs to be reviewed. We are a busy home inspection company and this scheduler is our lifeline. There are questions that need to be asked and answered. Right now you can only ask at most a three word question. What in the world?! One of the questions we ask is square footage (please include finished and unfinished portions). It only shows the words square footage *** and you can't see the rest on the phone. This is a key question when it comes to pricing for a home inspection and it cannot be asked within ISNs scheduler. This is a BIG problem when you need the client to input the correct number so the the scheduler will calculate the correct price. When I talked with support they also see these issues. On the PC, you have to hover over the asterisk to see the entire question and on the phone you just can't see it. Ugh!! How long has it been this way!! idk. He said it was because the scheduler is meant for the desktop, but in 2025 this is just not a feasible answer. Everyone uses their phone so it has to be mobile friendly. And it was at one time! Can you imagine if Amazon told you that you could only shop and order from a PC? Someone, please, please, please look into this and figure it out! Thanks!

Currently anyone looking to schedule online must choose a role of "Home Buyer, Home Owner, Buyer's Agent or Selling Agent." There needs to be an "Other" Options... or better yet a few additional choices like "Renter," "Professional Referral" (for when other companies would like to schedule us to do things they cannot), etc.

We would like that when a quote is given an order can be created.

Please add SECOND Client opition to the online scheduler.