7

Improve out of the box reports and include inspections

I have had multiple requests to be able to offer an end customer facing and customisable report including inspection sheets. This is something being offering out of the box by a number of other companies https://www.bigchange.com/ is one.

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1 Comments

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Category: Inspections (43)

STATUS DETAILS
Needs Votes
8

Make Inspection Response available for bulk download

I have customers that have to send clients the inspection responses. In some cases up to 20 inspection sheets are filled out on a single work order. The time to go into booking or work order service task and individually download the PDF Response is putting the customers off using them. To be...

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0 Comments

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Category: Inspections (43)

STATUS DETAILS
Needs Votes
16

Customise Inspection Templates for customer facing responses.

It would be ace to be able to customise the inspection template with Header, Logo etc. Alternatively you could set the responses to download as a word template instead of PDF. Finally a method of downloading all responses on a work order in one step rather than individually from each service t...

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3 Comments

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Category: Inspections (43)

STATUS DETAILS
Needs Votes
2

Ability to change the owner of an inspection

Hi, My Idea is to allow us to change the owner of an inspection. Currently the owner is set to the user who creates the inspection. But there is no way to change the owner later. This can cause problems like: - Having to recreate all inspections that belonged to a user who left the company. Pre...

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0 Comments

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Category: Inspections (43)

STATUS DETAILS
Needs Votes
23

Dynamic Inspection Header

Inspections are really great. They make designing and filling out test reports a lot easier. The PDF export of responses as pdf is a good possibility to provide a report to the customer. To use this meaningfully, the form would have to be pre-filled with some dynamic data from the work order inci...

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6 Comments

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Category: Inspections (43)

STATUS DETAILS
Needs Votes
4

Provide recommendation for each Inspection question response

While working with a customer from the insurance domain, I came across a requirement wherein they perform property surveys as part of the policy recommendations or renewals. The surveys involve a lot of questions and based on the responses received for different questions, the surveyor provides a...

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0 Comments

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Category: Inspections (43)

STATUS DETAILS
Needs Votes
8

Allow more file types for uploading documents

My idea would be to expand the permitted/supported file types for uploading in inspections, there would e.g. .tif/.tiff same as in CRM be helpful for us.

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0 Comments

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Category: Inspections (43)

STATUS DETAILS
Needs Votes
12

Possibility to add reference images to the questions

It should be possible to add images to the questions. Technicians sometimes need to answer a question based on a visual reference or need to do measurements at a specific point in a machine which could be indicated by an image in the question itself. The same functionality already exists in Mic...

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1 Comments

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Category: Inspections (43)

STATUS DETAILS
Needs Votes
13

Inspection - Add calculations/mathematics logic

Inspection is a nice concept but lacks some more complex functionality we see in other apps. Adding mathematical possibilities in field inputs would increase its use: Simple example: Input value 1: xx : Value 2: xxx – Calculate volume: xxxx - Volume less then xxx – question 5 etc..

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2 Comments

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Category: Inspections (43)

STATUS DETAILS
Needs Votes
11

Inspection Matrix, Column Type Entity Lookup

With new customers, the technician must first record the installed base on site. Capturing this with customerassets is unreasonable on the mobile app. The Matrix Toolbox in the inspection is ideal here. However, you can only specify numbers, text and custom dropdowns in the inspection columns. I...

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1 Comments

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Category: Inspections (43)

STATUS DETAILS
Under Review