Changelog
Follow up on the latest improvements and updates.
RSS
Fixed
- The recommendation menu wouldn't drop down properly when adding a new defect comment
- The "Edit using AI" option no longer appears for Special Form Templates because it caused issues with the final report
new
Metrics
Advanced
Advanced Automations Specific Metrics
How effective are your Advanced Automations? Well, we know for a fact that they are highly effective but now you will have access to some specifics for measuring that giving you new insights into your communications.
The new Automation Metrics tab in Automations highlights 4 bits of helpful info regarding how your automations are performing. These metrics are filterable by date range as well as automation category. Each metric also includes a direct comparison to the previous same date range (e.g. last 30 days metric vs the prior, days 31-60, days metric).
- Upsell Revenue: This will show you a dollar amount. This is the total upsell revenue that came in specifically when an automation recipient clicks the link to the Client Portal and requests one or more add-ons. We are only counting the revenue when it is accepted internally and will adjust the amounts accordingly if there are manual edits to the add-on service pricing.
- Email Open Rate: This metric shows your overall automations email open rate. We are using industry standard methods for calculating this but be aware that the rate here can be affected by specific email client actions or spam filtering that the recipients may have in place.
- Emails Sent: This metric simply shows the total number of emails that were attempted to be sent in within the filtered date range and category.
- Texts Sent: This metric simply shows the total number of texts that were attempted to be sent in within the filtered date range and category.
NOTE
: The date range filter includes options for 180 and 365 days. The linking of the upsell revenue data is only available back to approximately mid January of 2025 so the values represented with those filters will provide a more accurate representation over time.fixed
new
Mobile v10
📱 Mobile App Update - Version 10.24.4
🎯 Rolling out gradually over the next few weeks
📸 New Rapid Fire Camera
- Preview and retake photos before adding them to your report
- Added support for 0.5x lens with automatic lens switching when zooming
- Better photo quality with improved focus and exposure control
- Faster photo capture with less lag and lower battery usage
🛠️ Fixed
- Text cursor jumping around while typing comments
- Template duplication and download errors
- Map directions not opening to correct address
- Missing default text when adding optional items
✨ Improvements
- Experimental search is now the default - find comments and sections more quickly
💡 How to get access
:- Automatic: Wait for the automatic update - your account will get it within the next few weeks
- Manual: Head to the App Store or Google Play Store and manually update today
Fixed
- An issue where your narratives, flags, and defects weren't saving properly
- The recommendation menu that wasn't dropping down when adding a new defect comment
Fixed
- Publishing error that occurred when trying to publish 100% completed reports from the mobile app after successful sync
- Special characters displaying as question marks (?) instead of showing correctly
- Delete function not working for sections, items, and comments when using the web editor on mobile devices
We just released a new feature that allows company admins to update the advanced automations for inspections booked in the future without having to do it per inspection.
How can I use this?
On the Automations page click on the gear icon beside the title to open Automation Settings
At the bottom of the settings drawer there is a new option for Update Automations along with some clarifying details on which inspections this will update automations for vs which ones it will not affect.
Note you will also see
Last updated:
under the button indicating when this was last done and by whom.Fixed:
- Web Editor: Fixed an issue where trying to delete sections, items, or comments would open the duplicate window instead of providing the selection to delete or duplicate.
- Report Syncing: Made some behind-the-scenes improvements to keep your report data syncing smoothly between devices
- Report Data Security: Added extra protection for your inspection report data to keep it even more secure
improved
fixed
Weekly Bug Fixes and New Mobile App Version
Web Editor Weekly Bug Fixes
Fixed:
- Save button for comments and photo captions now appears at all zoom levels
- Address edits now update correctly across inspection reports and PDFs
📱 New Mobile App Version: 10.23.9
Rolling out now on Apple and Android. Here's what's included:
- General performance improvements
- 4-Point PDF: Brand/model under Main Panel and Second Panel names getting cut off
improved
Scheduling
Small update to New Order Form
We just released a few small UI changes to the New Order Form.
This should not change your workflow if you are leveraging the New Order Form but it should clean up the experience a bit more making it easier to scan. It also sets the stage a bit better for the upcoming release of the Advanced version of the New Order Form.
Note: The button to switch to Client or Agent Search has been moved to the bottom of the form.
If you are a company that is not yet on Advanced and haven't yet tried out the new order form check out the article here to see how to check it out.
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