Our customers made these suggestions for improving Horizon Inspection Software. Suggestions for improving Horizon Inspection Software.
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Add Inspection Fee Details in Confirmation Email
Add the ability to show the fee details (each line item) in the confirmation email. Since many of us are offering credit card payments online before the inspection is ...
Change Report # on Dashboard to Insp Type
Change Report # on the Dashboard to Insp Type to quickly see what report to open and not just go by address or name. I use the Wind Mit and 4-Point ancillary reports ...
Add an option to quickly send invoice
When sending an invoice for a service such as a standalone radon or water test or when sending a paid invoice to a lender or third party, currently you must download ...
Invoice payment screen; "payment button is named -> "Buy now" / Why not Pay now as its a service??
On the invoice payment screen, the "payment button is named -> "Buy now". Wouldn't it make more sense to have the button named "Pay Now" as it is a Service?
I had ...
Better integration for multiple inspectors in work order
I often send more than 1 inspector to properties and am required to list them on the cover of my reports. At the moment I have to create a "new inspector" for each ...
Format contract text - lawyer requested
My lawyer requested this because they said my contract is less enforceable without it. For example, limitation of liability clauses, which are extremely important if ...
Allowing the addition of other files or documents being sent with reports/contracts
Having the ability to send addition files or documents when sending reports or contracts would be a big plus.
Add County box to Insp Address in Work Order
I service 7 counties and adding a County box to that Inspection Address will help with all the small towns and researching the property faster. For the small obscure ...
Name selection for Invoices and Report Cover Page
Add 2 check boxes under each client section stating “add name to cover page” and the second “add name to invoice”. Perhaps add the same check boxes to the agent ...
Work Order Customization - Drop Down options
Broader ability to customize a work order to add or remove items and text. i.e add drop down menus (helps with quality control).
Allow searching by phone number using the find function
I suggest that we allow the find function to search by phone number. I will at times get calls and I recognize the number but not know the name attached to the ...
Make approved contract available for inspector and client
After the contract is approved by the client, a copy of the approved version with client name, clicked approval box, and date/time should be saved in the work order ...
The ISO (international Standards Organization) standard is YYYY-MM-DD. I would suggest using this da
In the USA, it is MM/DD/YYYY.
In Europe, it is DD/MM/YYYY.
In Canada, it is undefined and neither can be used. The financial and health industries can't accept ...
Confirmation Format
Requesting HTML format for Confirmations instead of just text. Poor optics, we need to get with the times.
Work order notes
Allow work order notes to integrate with google calendar, to allow additional information to be viewed for multi inspector firms and offline viewing.
Online Payment Processing
Have to option to toggle on/off payment option via Online Payment Processing at the time of client signing the contract. So client that have decided to pay via ...
Allow for scheduling mock insection that do not use a report number
New users setting up their sites often need to verify that the various automated e-mails function, the scheduler works, the fees and travel calculator work, the links ...
Partial payments
Allow partial payments for these and other instances:
Making down payment at booking with full payment due at time of inspection.
Customers paying with 2 forms of ...
Clone a new work order from an old one, or provide the ability to work in two sessions of Horizon
I do lots of inspections for the same clients. I would like to be able to clone a new work order from an old one, so I don't have to look up the information, hand ...
Approved for sharing button
Could there be a check box added to the contract that if checked would show up on the work order that the client has given permission for the report to be shared with ...