Auto Populate Site Data
Auto populating relevant fields in site data from other sections in report. Also adding new fields for system description. This site data form could be used for property relevant insurance questionnaires for clients. I currently provide a separate form with this info, but integration would be much easier. Also a great selling point for other inspectors to their clients.
Comments: 2
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25 Jul, '19
Ariel Esguerra AdminHi Guy,
This may be possible via our Report Designer platform. To evaluate this request, please send me a copy of the insurance form to arielesguerra@carsondunlop.com and I will look at this. Thank you. -
10 Jun, '22
RATHIS!
I’ve never understood why there was a section on the work order to specify year built, size, type, (bedrooms, bathrooms, etc.) and it DID NOT then populate into the site info on the report (or vice versa). I also don’t understand why I have to type the address in and the fee in on the contract. These should auto-populate from the workorder. Instead this is what I see in the contract:
the Property at: <>.
and it doesn’t suck the address in from the work order.
…and while I’m asking for the moon - could we pull the current weather conditions in from the address/date/time of the inspection too (available from sites with historical weather archiving. Of course we would still need to be able to edit the fields as conditions at weather reporting station may not always match but it would certainly cut down on the manual data entry.)