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new
We've added
PODS Moving & Storage
as a partner to the new client portal! You can enable this partnership on the partnership page.
Once you opt into using the PODS partnership, your clients will see an offer in the Client Portal to receive
10% off their move and storage
. You will then receive a 1% revenue share for you on any services sold through your client portal link!Learn more about this offer here!
new
We've made three major enhancements to the new client portal and introduced a revenue tracking widget for the partnership program.
1. Custom Payment Instructions
🪙- Inspectors withoutSpectora Payments or Square can now customize the "Pay for your Inspection" message.
- Inspectors can use this feature to instruct customers on alternative digital payments, such as eTransfer.
- Learn more here: Custom Payment Instructions with the New Client Portal
2. Clients Can Request Add-On Services
➕- On the "Services" tab clients can now view and request add-on services for their inspection.
- Learn more here: Upselling Add-On Services through the New Client Portal
3. Clients Prompted to Leave a Review as a Task
⭐- When a client views their report they will see another task for "Leave a Review"
- Learn more here: Requesting Reviews with the New Client Portal
✨
New!
Partnership Revenue Widget
✨- Company administratorscan view revenue earned through the partnership program with a widget available on theMetricspage:
- Advanced widget
- Standard widget
improved
fixed
- The pre-set text for the pre-inspection text message no longer says "today" and instead has a date placeholder.
- Non-admin support staff and inspectors can now delete inspections, where they could previously only archive. Deleted inspections can be restored by our support team if one is accidentally removed.
- Long defect titles will no longer overlap on the PDF summary page.
new
- Inspectors or support staff with admin permissions are able to view a log of changes on inspections. You can find this on the top right corner of the inspection details page in the "More" drop-down menu.
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We've released three major updates to the client portal and Partnership program.
🎛️
Enable Partnerships on a Per-Service level
- You can now select which partnership offers to show by default on the client portal in Service settings.
- For example, you can turn off home insurance offers for all Commercial or Re-Inspection services.
- Learn more here: Enabling Partnership Offers
🚫
Decline Offer button added
- Clients have a button to 'decline' partnership offers in the tasks menu.
- Please note: Clients always had the ability to dismiss or ignore an offer.
🌎
Location limitations for Partnership program
- You can no longer enable partners that are not active in your state (determined by company information).
- This prevents your clients from submitting a request for a service that cannot be fulfilled!
- The partnership program is currently only available for US-based inspection companies.
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We've been incrementally releasing changes to the new [beta] dashboard. These are the fixes that have come out over the last week!
📊
Widget Updates
- New!Advanced Only:Recently Scheduled widget shows all new inspections scheduledona specific date (notfora specific date). For example all inspections your staff scheduled on April 15 for multiple dates in the future.
- Advanced Only:New axis labels and how-to article for the Capacity chart!
- Advanced Only:The calendar widget now reactively scales to the panel size.
✨
Improvements
- Advanced Only:You can now set adefault dashboardshould you create multiple dashboard views. Simply 'star' the dashboard you wish to load first.
improved
Advanced
- Pay Splits calculated from the percentage of the inspection cost will now be calculated from the total before taxes are applied to ensure accurate reporting.
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✨ We've made two improvements to the [beta] Client Portal based on tester feedback.
- Partnership offers can now be enabled or disabled on a per inspectionbasis
- The language on the Client Portal landing page has been generalized to no longer reference the "home buying" process.
new
- Next Gen reports can now be copied from one Next Gen inspection to another Next Gen inspection.
new
We've been incrementally releasing changes to the new [beta] dashboard. These are the fixes that have come out over the last week!
✨
Improvements
- You can now enable the new Dashboard in settings! Settings > User Settings > Dashboard Settings > Check "Enhanced Dashboard"
- "Refresh from ISN" button now has the same placement as the previous dashboard
- Advanced Onlythe "Add a Widget" list view now includes preview images for all widgets
🪲
Bug fixes
- Advanced Onlywhen adding new widgets they will no longer load on top of each other
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