Show CONTRACT ACCEPT on home screen.
It would be really helpful on the desktop if upon opening the desktop there was a flag or a color change or an icon that would show which inspections have had, The contract accepted and paid would be a great addition. This would help to see at a glance which clients needed to be reached out to and which inspections were ready to be uploaded to the app. Currently you have to open each inspection to see if the contracts been accepted and if payments been made, If this were to auto populate on the home screen, it would remove this step and give a quick glance tool to the administrator of the system.
Comments: 3
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04 Feb, '22
David Schmidt MergedI made a similar suggestion on here. It should be visible from the home screen, whether contract's been accepted or payments been made so that you don't have to go into each individual inspection to confirm and set the right report. A trigger that would automatically click on write report and make it uploadable to the app would also be another nice option.
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04 Feb, '22
Rishi Nanda AdminThank you so much David for posting your suggestion, we hope to incorporate this feature in the software as we continue to release new software updates and will continue in the future. Are you aware of Horizon Marketer that sends pre- generated emails for when a client has accepted the contractor has paid?
Here is our link: https://www.youtube.com/watch?v=m8lHeKjHwCM&list=PLhH-3Jg0tAWRPee1ir3h9i9AcM5t1m_O5 -
04 Feb, '22
Rishi Nanda Admin"Allow adding catagories to the home screen specifically Inspection fee, contract accepted, fee paid" (suggested by David Schmidt on 2021-06-02), including upvotes (3) and comments (0), was merged into this suggestion.