InsightPro Features

InsightPro is a tool truly built for window and door manufacturers. We absolutely love the online claim forms that were built on our website. They allowed customers to start a new warranty claim and our team got notified when a new online form came in. It kept us from having to retype the customer's information multiple times and made things so much easier. I really liked how we were able to receive photos directly from the customer and that they were automatically stored under the customer history section so that we could always go back and reference them if needed. There's so much more I could go on about that made my job easier.

The only thing I can think of that I wish the software had is more dashboards. There's a ton of reports that are really helpful but I like being able to see charts and graphs. Would be cool if this was incorporated.

Thank you so much for taking the time to review InsightPro. We love hearing positive feedback from our customers! If you have suggestions on the types of dashboards you'd like to see, please let us know by sending an email to info@insightpro.com. We appreciate your support and would be happy to discuss providing more data and analytics that are relevant to all of our customers.

I like the fact that InsightPro is customizable to what our organization needs. As we have continued to use it, we have found more applications and have continued to be able to customize it it specific to our programs.

The communication with customers thru "sharing" in e-mail could use a little improvement. We have found a number of instances where documents, etc. were sent, but the customer did not receive the e-mail and we did not have a way to verify receipt so we were not aware. It left an issue to extend beyond normal time while we were waiting for a response from a customer who never received the request. Additionally, customers are able to provide a review after their claim is complete, but we only receive notice of the review if it falls below a certain threshold/ rating. We would like to have visibility of all reviews so we can view the positive as well as the negative to learn how to improve our customer experience.

Thank you for your honest feedback. It's fantastic to hear that InsightPro helps your team track claims and provides an organized process. We appreciate your reaching out so we could resolve the email issue and help with navigating to where the customer reviews are stored. We'll make some enhancements to make navigation & tracking even better. Thank you for being a valued customer!

This product lets you build cases for your technicians exactly how you would like them to see it. I like the feature of attaching important document for specific jobs so your technicians can view them on their mobile device to better help understand details on the jobs. I also like that you can assign more than one technician to an individual job so each of those techs get notifications allowing them to see customer information and job details. This is a great platform for small to large industries looking to keep track of Service or work orders and get the information back as they are at the job.

If there was anything that I would dislike, it would be that sometimes it does not allow all the photos the technicians attach to properly upload.

Thank you for sharing your experience with our warranty & field service management software. It's great to hear that the work order & scheduling features have streamlined communication between your field service techs & office staff. Thank you for contacting us when the tech had an issue with their mobile device not uploading photos, we are glad their issue was resolved. Contact us anytime, our support team is always happy to answer questions and provide technical assistance.

I like this software for the fact that it helps break down data into several different categories. Such a quality issues, damages, faulty product etc.

I would say when we first came on board with insight pro all the functions were not working properly at that time. I'm not sure if it was the software or our security wall through our company that were holding things up. However it is all been taken care of now and all is well.

Tracy thank you for your review! We are glad you enjoy the robust reports that generate from the data that is captured by simply working each case from start-to-finish within InsightPro. We hope you also enjoy having the flexibility to create custom reports if needed, by using the download to CSV feature. In working with your IT team, they were able to resolve the internal obstacles that were restricting some of the functions of InsightPro, glad all is working well now!

Very user friendly . All information is in one spot. Very easy to respond to customers quickly. Makes follow up easy. Flags keep us organized with our priorities .

On the dealer side , they have a little less visibility. Would like more automatic notifications to customers . Not a big deal as we can send them manually through InSight Pro.

Kelly thank you for taking the time to share a review for us! We love to hear that your customers are having a positive experience with your ability to respond more quickly and have everything you need in one place. InsightPro is designed to ensure nothing falls through the cracks, we are happy these features are keeping everyone organized and on track. Thank you for your kind words about our level of support, your success is our success!

The ability to keep all notes and documents in one place, reducing paper consumption. ease in sharing the information.

The system has flag to notify you of the age of the file the issue is if you update a request the file remains in the red. This does not allow you to see that you have to made the second request. The emails that are sent are not always recorded in the history. it would be great if there were multiple time line flags. such as a 30 day from opening and a re set when you send a follow up request.

Thank you for your sharing how easy InsightPro is to learn & use to streamline warranty & field service management! We love to hear that it delivers the intended results of increasing efficiencies and reducing paper trails. We hope you like the new features and enhancements we added based on client's suggestions like yours. Reach out to us anytime with feedback, we are always interested in making improvements that will enhance our client's experience and the post-sale service they deliver to their customers through InsightPro.