Change Report # on Dashboard to Insp Type

10 votes

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 and make separate work orders for each for the same property to better track my report types in "Business At a Glance". With multiple insp's for the same address it's tough trying to narrow down the one I need by the Report # alone.

Create an Insp Type section under Profile to create a personalized drop down list to choose from that already has basic ones loaded: Full Insp, Wind Mit, 4-Point and let us add ours later.

Add this Insp Type in the Work Order with a specified # of characters to satisfy space requirements on Dashboard.

Under consideration Scheduling & Work Order Work Order Suggested by: DParmer (10 Jul, '19) • Upvoted: 04 Jan, '22 • Comments: 2

Comments: 2

01 Aug, '19
DParmer Merged
This is an addition to my previous post to show what the Home Page would look like when changing the Report # to Insp Type.
20 Nov, '19
Bryan Coughlin Admin
"Report # to Insp Type" (suggested by DParmer on 2019-08-01), including upvotes (1) and comments (0), was merged into this suggestion.

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