Easy way to check on Agreement status....???

Frank D'Angelo

June 18, 2021 19:16

Currently there is NO easy way to check to see if the inspections you have booked for the following week have signed the agreement. If on your dashboard you click "Agreement Status" it only shows you a list of agreements sorted by the last inspections you booked......NOT by inspection date. There is NO way to check for example if the 15 inspections you have booked the next week have signed. 

For me, (we do mostly warranty inspections), folks who booked an inspection with me today might have that inspection date months from now. I do NOT care about that agreement status...I care about the inspections I have to do this next week.

The solution would be an option under Agreement Status to see not only sorted by most recent booked, but also sorted by inspection date.

Even BETTER, how about when we look at our HG calendar, we see a little check in the appointment box if they signed the agreement? This way I can see who signed for the following week AT A GLANCE. 

I have asked HG staff for YEARS for this....they all agree, "Great idea"......but nothing ever improves. 

Currently the only way I can check the Agreement status for the weeks inspections is to go to My Reports, click "All reports", then Search by house number to see if they signed or not. 

Does HG staff read these posts...?  Thoughts...?

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  Tyler

  June 22, 2021 15:20

  Hi Frank,

  This makes sense to me. We have a pre-existing ticket for changes to the agreement status page, I'll add your feedback into that ticket and bring the feedback to the product team this week. I appreciate the context you provided as well!

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  Chris Matthews

  June 28, 2021 14:52

  I agree!  I work in admin and this would be awesome for us office people!

  Thanks,

  Deana

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