Changelog
Follow up on the latest improvements and updates.
RSS
- We have added an additional search to the beta Web Editor that allows searching in a specific item vs the entire report.
improved
fixed
Version 10.19.1
Photo Fixes:
- Annotator showing a black screen.
- Volume buttons not working for rapid fire camera.
- Black screen when loading the camera with a flashlight on.
Other improvements:
- Fixed: Comment titles cutting off.
- Fixed: Reinspection category throwing error when saving to template.
- Fixed: iPads not defaulting to the first section/item.
improved
Advanced
Settings
Service Category Types
We recently made a small update to the Service Category feature. We have added a field for each service category labeled
Type
. This allows you to continue naming categories in the way that best fits your business while still having a fixed type "behind" the category. Whether you currently use service categories or not you don't need to do anything with regards to this update. We just wanted to make sure you knew what the new field was.
NOTE:
There is a Misc
type you can use if you find that a category you are creating truly doesn't align with any other specified type.What?
We have updated the following default email templates to improve spacing (for readability) and incorporate the appropriate new placeholder button (for clarity of action requested).
- Booking Confirmation Client (scheduling)
- Client Reminder One (pre-inspection)
- Notify Client On New Agreement
- Notify Client On New Charge
- Report Ready
Why?
Previously all of these default templates used the {{INSPECTION_LINK}} placeholder which rendered to the recipient with a label of "Inspection Details". That generic label confused some recipients and did not clearly communicate what action to take.
Result?
The default template now uses the following placeholders:
- Booking Confirmation Client (scheduling): Sign & Pay Link
- Client Reminder One (pre-inspection): Sign Link
- Notify Client On New Agreement: Sign Link
- Notify Client On New Charge: Pay Link
- Report Ready: View Report On Client Portal Link
No changes have been made to the Client Portal. The changes outlined above are to Email Templates.
NOTE: If you have made edits to the default template, you will not see these updates. We didn't override your changes. If you have not made edits and are therefore using the default templates, you will see these improvements. Of course, if you want to continue to use the {{INSPECTION_LINK}} placeholder you can do so by editing these defaults.
What?
There are now four (4) new placeholders that take the user to the Client Portal when clicked.
Why?
The {{INSPECTION_LINK}} placeholder renders as a button labeled "Inspection Details". That label sometimes leads to folks reaching out to their friendly home inspector to ask questions. So while we have kept that placeholder (it is still available for you to use) we have added four new ones that better explain what action you want your client to take.
Result?
Each of these new placeholders:
- Are labeled to specify the action you want your client to take (Sign & Pay, Sign, Pay, View Report)
- Render as buttons that actually look like buttons
- Take the user to the Client Portal
What?
We have released new styling for all placeholders that render as buttons in emails.
Why?
Welp, the old styling didn't much look like a button. Recipients of emails, like homebuyers, sometimes didn't realize the buttons were something to click on. This led to some folks reaching out to their friendly home inspector to ask "Where do I pay?" or "How do I sign the agreement?".
Result?
Now the buttons look like, well, buttons!
Button-looking button seen here:
Previous not-sure-if-that's-a-button button seen here:
We’re excited to share that we’ve partnered with Acrisure to better support your insurance needs. With their expertise in both commercial and homeowner’s insurance, Acrisure provides a more seamless and comprehensive experience for you and your clients.
What’s New:
Expanded Service Options:
Acrisure offers tailored solutions for both your business and your clients’ home insurance needs. And, yes, they cover all 50 states!Streamlined Process
: Improved customer service and support from a dedicated team that understands the unique needs of home inspectors.Same Revenue Opportunity:
You’ll still earn $12.50 for each completed homeowners insurance consultation call—just like before!What To Do:
If you had Insurify enabled...Nothing! This switch has automatically happened.
You'll see Acrisure instead of Insurify in the product and it's already enabled for you as a replacement for the Insurify partnership you had enabled.
If you need to enable a home insurance partner...
Go to Partnerships (in Settings) and click the Acrisure offering to enable it.
Then make sure the Acrisure box is checked in the Partnership Offers section of Services & Fees to display this offer on the Client Portal.
We're confident this switch to Acrisure will provide more value to your business and ensure your clients get the best insurance experience possible. 😃 💸
improved
fixed
V10.18.2
Version 10.18.2 is now live to all V10 Apple users and Android Alpha.
Here is what is included:
- Fixed: Cover photos displaying as a black box or not saving.
- Fixed: Numbers appearing next to comments in duplicated items.
- Fixed: Cursor jumping around when editing comments.
- Fixed: Global search not retaining filters.
- Fixed: Adding photos causing orientation issues on iPads.
- Improved: Changes to speed up syncing.
new
improved
fixed
Beta V10 Web Editor
Our latest version of the V10 web editor is now in beta testing.
The goals for this release are:
- To optimize how the web editor functions when working on large reports (ex. team or multi-unit). These changes make the web editor faster to load, navigate, and make changes.
- Creating a new modern user experience, reduces clunk, and ultimately saves time.
This project also comes with a few changes in features, including:
- Tabbed comments to reduce scrolling.
- A brand new way to reorder comments.
- Full-screen mode.
To see all these changes, look at the video below!
Links(s) to Demo Video
improved
Settings
Scheduling
Update to Custom Scheduling Fields management
We have just updated the configuration page for Custom Scheduling Fields (CSFs). The new experience cleans up the process of adding and/or editing your custom scheduling fields and sets the stage for upcoming enhancements to CSFs as well as the scheduling process in general.
NOTE:
If you don't have any need to add to or edit your CSFs then you don't need to do anything as the functionality of the CSFs remains the same at this time.With this update you will now see a link at the bottom of Settings / Scheduling Options labeled Manage Custom Fields which will open a new page with all your custom fields.
On the new page you will see an easy to read list of your CSFs and buttons to Add a CSF or Edit the order of the CSFs.
You are also able to quickly see where CSFs are displayed and whether or not they are required by hovering over the Additional settings indicator for any CSF.
Clicking on the 3 dot menu button for a CSF will provide options for editing, deleting or copying the placeholder for the CSF.
Creating a new CSF or editing a current one of course still has all the same functionality it always has but in a much cleaner and easy to access way.
Check out the updated article for Custom Scheduling Fields for more info.
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