Inspection Templates - ability to copy Pages within a Template
We have a scenario where a series of questions need to be answered up to a maximum of 16 times. Creation of this template is very time consuming and if there was functionality allowing a whole Page to be copied to within the same template that would be very helpful.
Inspections Lookup Field - Support Contact Full Name
It is typical that when assessing a Site, that a Primary Contact is the interface (Station Manager, Lease holder, etc) Presently the Lookup field type can search for Mandatory Fields which enables First or Last Name, but if searching for a person, it would be good to see the Full Name and support...
Remove default value as an option
We can add options as a default value in the inspections template. That's awesome! It's very tempting to use that. However, there is no undo button that removes the option as default value. You can only set it to another value and not remove the default option completely from the question. We've ...
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.
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...
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...
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...
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...
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...
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.