Suggestions

Suggestions

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  1. Email Report screen... the one the Client & Agent see when they click the Open the Report link in our Email events... Is there a way to display the Agents Agency Name & Agency logo on the top right site by their photo & bio?

    4 votes
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  2. Ability to use square footage fee calculator to a certain size, and then have fee calculated per square footage after that number.

    Example: I use square footage based on groups up to 5k sqft, and then our fee is a set price per square foot after that.

    4 votes
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  3. Hello, my suggestion would be to add a color option to the events as well. We mark the marketing events under a certain color on our Gmail calendars, this helps us track certain recurring events, like to when we mark the inspectors out. We would like for the events to be different than their assigned colors, so it is easier to differentiate events from actual inspections, right now they are automatically colored the inspector color, so it just makes events blend in with their scheduled inspections.

    Thank you
    Anahi M. Valenzuela
    EZ Home Inspections

    4 votes
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  4. I wish we could click on the sms link to text clients the way we can to text realtors. from the information page. I like to text from my desk rather than the phone as it is faster typing.

    4 votes
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  5. There are many times that I have inspections on acreages, which do not have to pay municipal sales tax, only the state tax. I would like to have a way of changing the tax rate on an individual order when I enter it so I can reflect the proper tax rate.
    Otherwise those rural clients have to short pay, and it shows on my reports for paid inspections as a shortage.

    4 votes
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  6. It would be really nice to have some type of contact management system built into ISN. This would allow our marketing/sales folks to interface with our customer database and allow us to keep better metrics on the effectiveness of the sales guys/gals.

    4 votes
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  7. We deal mainly with listing/selling agent. They are also our main source of referrals. Can we generate reports about them too please. At the moment it appears that the system regards agents as buyer's agents.

    4 votes
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  8. Be able to upload invoices to/from square.

    4 votes
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  9. Expand the revenue per week bar graph (like the inspection bar graph) to have the option for month and year.

    4 votes
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  10. It would be great for realtors while scheduling an inspection to first pick a time and date, then if multiple inspectors are available, then allow them to pick which one. As it stands now they have to click back and forth to see which inspector is available. Also the inspector listed first is getting more inspections just by default of being first. This would help keep all inspectors on an even playing field.
    Should be easy: Pick available time and day first, then pick which inspector.

    4 votes
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  11. Color coding each type of inspection differently for the inspectors to know what type of inspection they are preforming without opening the entire order

    4 votes
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  12. The majority of our customers pay with PayPal and credit cards. We have to use the Credit Card payment type and then add a note that says "PayPal". The note is not helpful for tracking payments and refunds. There is a Money Order button that is rarely used. It would be nice to change this button to a PayPal button.

    4 votes
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  13. The maps displaying drive times to next inspection and leaving from this inspection should be able to be placed in other sections other than the default subject property tab. We would like to have them placed on the tab that is used to select the inspector, inspection date, and time. This would make it easier setting inspection time.

    4 votes
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  14. Add the ability send a mass email to all agents except for ones with certain labels.

    Mass email is great for letting us include agents with a label, but does not allow us to exclude.

    Example Use Cases:

    Send mass email "All Agents" except for ones I've labeled "Title Reps" OR "Recently Added" OR "Active".

    Send mass email "All Inactive Agents" except for ones I've labeled "New Agents" AND "Emailed Intro to"

    4 votes
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  15. If we had the ability to text agents similarly to how we can look at an order and click on their email address, it would be helpful. If we could click their phone number to send a text asking a question or making a follow up appointment... this is if they have already checked the box giving permission to send texts.

    4 votes
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  16. I sub contract additional services along with my inspection, like termite inspection and plumbing drain scopes. While I quote the customer and collect the $, I simply pay the sub contractors those fees. There should be a back end place to allow us to select which fees are factored in "average inspection fee". My current inspection fee is about $60 higher than it should be bcs my termite inspector charges $60.. Make sense?
    Thanks for consideration

    4 votes
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  17. We would like to be able to add a note to any one initial notification email before it sends, so we don't have to send a seperate email and we can still track if it has been opened.

    4 votes
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  18. Have radon appointments both on the daily and upcoming maps as well as in the "What's Going On Today" widget. Really vital to know location of drop/pick up in order to do efficient scheduling. Currently takes lots of time and bouncing between multiple windows. Thank you.

    4 votes
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  19. We would love to have the option to set the allotted time needed for a second inspector assigned to a job instead of it autopopulating to be the same as the primary inspector. Sometimes the secondary inspector is not needed at the job for the whole time as the first inspector. Having this variation option would be helpful and cleaner to visualize on our calendars so that the second inspector's expectations of their day/time needed at each location is laid out cleanly.

    4 votes
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  20. In response to the thread "Another Trigger.. that handles inspection schedule changes": Why not give us the option of making a custom "trigger" based on if this, then that? Maybe you could do an "advanced" feature for those of us who are more accustomed to the if/that system. Thanks in advance!

    4 votes
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