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Allow for copying reports when re-ordering a workorder
Users can already copy (reorder) a job so the new one has the same contacts, property, and services. For BINSERs and revisits they also need the original report and defect items to come over so the new job starts from the same findings. They are asking for the copy/reorder flow to optionally include reports and line items so inspectors or client care don’t have to re-enter them. Why it matters: Speeds up BINSERs and revisits and reduces mistakes when reusing the original report.
Allow "add all" findings from a certain section for revisits
The goal is to easily carry over previous findings into a new inspection report, specifically for revisits, which would save time and effort.
Add a finding (photo or comment) to multiple report types from one place
Users want to enter a photo or comment once in a report and, with a single action (e.g. a checkbox or “Add to other reports”), have that same finding copied into the other report types they use on the same job—such as 4-point, wind mitigation, WDO, or others. Right now, when companies use separate templates for each report type, inspectors have to re-enter or re-add the same item in each report, which is slow and frustrating. Other inspection tools already support this kind of dependency or “add to other reports” behavior; users are asking for the same in their current workflow. Why it matters: Inspectors and offices that run multiple report types per job need to avoid duplicate data entry and keep findings consistent across 4-point, wind mit, WDO, and similar reports.