Suggestions

Suggestions

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  1. There are certain fields that cannot currently be customized. For example, the header text on the form where it says "Where is this inspection located" . We have an environmental testing company and don't reference our jobs as inspections. Can this text be more generic, like "Where is the property located" or something? Also, can we toggle on and off the section that says "People Associated with this Inspection". We don't need this section at all. Would love to just toggle it off when not needed. Same for the calendar feature. I wish I could turn this off completely. We…

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  2. We have two ISN accounts for two businesses (inspections and environmental testing) and we cannot tell which company each online scheduler email is associated with, because they all look the exact same and don't indicate what our company name is. If we could either customize it or simply add our company name to the subject line and/or the body of the email, it would help us to have context for the email without having to log into the platform every time.

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  3. The feature would allow for an inspector to send a text message to a client for a set date and time slot from the online schedule. The text would include a hyperlink to the booking site requesting the buyer to fill out all of the information that is currently requested from the online booking site widget.

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  4. Does ISN plan to create In the past two years, in the greater Seattle market, our company has been providing inspections for listings. In fact, it has grown to be above 35% of our business this year. The limitation in ISN that the listing agent does not receive the same email and report as the buyers agent doesn't work for us. We now have all agents (buyer and seller) information entered as "buyer's agent" in order to make sure all our clients receive the completed report.

    a solution to inspectors who work for buyer's and sellers so our clients get…

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  5. When using tasks to send reminders to inspectors I would like to have the option to CC multiple. At this time I am only able to send tasks individually. I would like to suggest adding this feature, this would eliminate the extra steps and help get the job done more efficiently. Thank you!

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  6. It is always helpful to see at a glance what we're up against for next week. I hate being surprised on Monday morning when the new week shows up. I know I can run a report but it doesn't show the last four years and who has time to run a report?! Thanks!

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  7. When I click on radon appointments in the app, the notes are not visible. We use the notes to list the access and inspection information. If they were listed in the app I would have everything I would need to get into the house.

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  8. I would love to be able to market to my agents who are not using the RED feature differently from those who are. Who do I need to be focused on rather than sending mass mailing to those who are using the feature. We are a multi inspector firm so it would be very daunting to go through every agent.

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  9. Can you highlight the Credit Card and ACH tab so the clients can see there are two options.

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  10. I would like you to provide a new feature. I would like to be able to resend a mass email to all recipients who have not read that mass email, and include on that distribution, all new email addresses of agents that had been added to the database after the original mass email was sent.

    Currently the only way I can do this is to create an Agent Label for all agents who have read that mass email already. Then
    I create a new mass email for all agents, and exclude those agents who have been assigned the label indicating…

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  11. It would be great to have an area for employees to input their continuing education to keep a tally. This could also be linked to the different educational options out there like Internachi and McKissick.

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  12. Good morning,

    It would be very helpful to allow for html reports to be uploaded directly from PalmTech, just as the pdfs are. 
    
    Also, the "complete inspections"tab could use some work. It would be nice to be able to upload both a pdf and html of the same report at the same time before submitting to the client/realtor. 
    
    It would also be nice to click on that same tab and see a history of what was uploaded and who it was seen by. 
    

    Much appreciated.

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  13. We use the online scheduler 3 and we have a lot of packages for the customers to choose from. is there a way that you can add a feature to assign those packages to specifice roles whenever a package is created? When people go online to schedule they are prompt to select their role anyways. That would make it much easier for people to schedule if they only saw what packages that are asigned to their roles versus seeling all the packages.

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  14. I would like to be able to text all agents like we can send bulk emails. I would like to send a text to agents regarding any specials we are running or send a personalized holiday greeting. Texting is a more efficient way to reach agents on the go. Agents are overloaded with emails especially from vendors. This process would make our inspection company stand out more. I understand texting is more efficient way of communicating because I am a real estate agent as well as an owner of HomeTeam Inspection Service. I spent the entire day yesterday manually sending…

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  15. I would like to be able to send out a mass text message to all agents in my database letting them know that I have several time slots available this week for inspections.

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  16. Have the ability to tell the online scheduler to offer start times independent of what the availability is set up as for each inspector. Example: We schedule our inspectors in 4 hour time blocks with an hour in between jobs. So 8-12 or 9-1 and 1-5 or 2-6PM. It would be nice for there to be a way to set it up so the online scheduler can offer an 8 or 9 AM start time vs. just 8 AM. Also the same with a 1 or 2 PM if nothing booked before.

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  17. Add an incon/indicator next to the address that would alert you that one of your inspectors have completed a previously inspection on the same home. Not just a pop up when scheduling.

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  18. Hi, we pay for the Premium SMS and we want to send an automated text to 2 or 3 people at the same time (ie. the Client and the Inspector, or client, inspector and agent). We think this should be available to us especially with the Premium SMS payment

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  19. On Wed, Feb 23, 2022 at 06:22 AM, "Operator" operator@inspection-support.intercom-mail.com wrote:
    You’ll get replies here and in your email:
    ✉️ officemanager@goldkeyinspect.com
    The team will be back
    🕒 In 2 hours
    On Wed, Feb 23, 2022 at 06:22 AM, "Glenna Stover" officemanager@goldkeyinspect.com wrote:
    I keep trying to post my suggestion but it tells me that my username and password is incorrect
    So here’s my suggestion since I can’t figure out why I can’t post it
    The way the permissions are set up… Certain people need to have certain permissions and unfortunately time clock reporting isn’t separate. Please separate it as a…

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  20. When I am looking for a template to email sometimes I would like to be able to search for specific ones. If I am looking for a radon email template, I would like to be able to type radon in a search bar to find all templates that have Radon in the name.

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