Changelog
Follow up on the latest improvements and updates.
RSS
fixed
Mobile v10
Mobile App Version: 10.23.8
🐛Bug Fix:
- Comment text not saving or disappearing
fixed
Mobile v10
Mobile App Version: 10.23.7
Rolling out now on Apple and Android. Here’s what’s included:
🐛Bug Fixes:
- Comment narratives weren’t scrolling properly on Samsung phones
- Location tags were showing up twice after syncing to the web
- Unchecked comments and items weren’t saving correctly
- Bottom bar on Android was covering buttons and media tools
improved
Advanced
Send multiple communications per automation
We are rolling out a new feature for Advanced Automations over the next week. You will have the ability to send multiple (up to 10) different messages with a single automation configuration. These messages can be any combination of recipients and/or communication types.
This opens up the opportunity for consolidating your automations for easier management and other creative automated messaging options such as a series of communications designed for keeping you top of mind for your referring agents or clients that may need additional services down the road.
How can I use it
Once you have added your first communication (email, text, or webhook) you will see a new button in the
Do This
section labeled
From here you can choose to add another email, text, or webhook to be sent based on the same trigger and set of conditions. Each of the communications can have their own timing offset and settings.
The table view of Automations also has been updated to notate all the types of communication associated with the Automation.
There is also a new filter for Communication Type to make it easier to find specific automations including ones with multiple communication types.
Note:
The individual communications will still show as separate Actions under
Preview Actions
and on the Inspection Details
pages.new
Reporting
📸New! Per-Report Photo Gallery
Do you need a faster way to manage all your inspection photos? Now you can! The new Per Report Photo Gallery in the V10 Web Editor puts all your photos in one easy-to-use Media Center.
Now you can
:- See every photo from your report in one organized gallery
- Mass download or delete photos to save time
- Hide empty comments to clean up your view
- Drag and drop photos to the right comments
- Move multiple photos at once with just a few clicks
How to use it
:- Open any report in the V10 Web Editor
- Click the Media Center icon (top-right corner)
- Filter by photos or comments
- Select multiple photos using the checkboxes.
- Use the toolbar to Download, Delete, or Move them.
- Drag and drop to rearrange across your report
Heads up
:- This works on a single report. You won’t see media across multiple inspections
- Clearing Section filters will also reset Item and Comment filters
- You can close the Media Center anytime by clicking the "X" in the top-left corner
- This feature is optional and doesn’t change your usual editing experience
➡️To try it out, open any inspection in the V10 Web Editor and tap the Media Center icon on the top right.
fixed
Scheduling
Client and Agent Addresses now supported on New Order Form
For those of you using the new order form we've recently updated the form to support capturing client and agent physical addresses if you have the setting enabled to include those in the scheduling form.
The new fields will show just below the notes fields:
improved
fixed
New Mobile App Version: 10.23.6
Issues fixed in this version:
- Excessive crashing on iPads
- Android bottom bar blocking Spectora’s nav bar.
- Double-tapping 'mark as paid' is recording two payments.
- “Auth” error popping up while offline
- Request notes do not populate on V10.
- Photos show as blurry in the app summary.
- Comment description disappearing when moving screens before clicking outside of the text editor
- Photos not saving when taken with the Rapid Fire camera.
- Photos not consistently saving to the gallery.
- Improvements to calculating report completion aimed at saving battery.
improved
Scheduling
Support for Re-Inspection and Reorder/Copy added to New Order Form
We just released a small update to the New Order Form and now support
Re-Inspections
and Reorder/Copy
using the new form. If you have the New Order Form defaulted to enabled you will now see the additional selections at the top of the form when you either kick off a Reinspection or a Reorder/Copy from an existing inspection.Reinspection
Reorder/Copy
No change is needed in your current workflow for either of these features. The appropriate data from the reference inspection will be populated to the New Order Form just as it did on the legacy order form.
new
Advanced
Advanced Automations Presets Library
Over the next few days we are rolling out a new option called Presets Library in the Advanced Automations (previously known as Actions) builder.
Presets allows you with very minimal effort and time to setup a high quality automation messages for common scenarios. These include add-on service upsells, review requests and 3rd party services notifications to start. The library will be further updated as we populate more high value automation presets (including sms text versions) in the future.
- You can access the library right from your Advanced Automations page via the new Presets Librarytab.
- Once you find the one you want you can choose to learn more about what it does and what you need to use it or you can jump right in and click Use Preset.
- Clicking Use Preset takes you directly into the new Automation builder with all the details filled out for you. All of these are still customizable of course so you can use these as they are setup or just as a great starting point.
- Remember to take a look a the contents of the email messages before using them to make sure the messaging aligns with what you want to send out and delete any instructional text highlighted in yellow.
new
Advanced
Client Portal
New Client Portal Placeholders
We just released a handful of new placeholders that can be used in the New Automations UI. These new placeholders reduce friction for your clients by allowing for "deep-linking" to specific portions of the Client Portal.
Note: We have
not
changed or removed the current placeholder links that have been available.The new placeholders are as follows:
- REQUEST ADDON LINK- (Email Only) Will show as a button in the email that when clicked will open the Upsell Request window on the Client Portal.
- REQUEST ADDON TEXT LINK- This one is the same as the one above but shows as a short hyperlink and can be used for SMS Text messages.
- DIRECT SIGN LINK- (Email Only) Will show as a button in the email that when clicked will open the Agreement(s) window on the Client Portal directly.
- DIRECT SIGN TEXT LINK- This one is the same as the one above but shows as a short hyperlink and can be used for SMS Text messages.
- DIRECT PAY LINK- (Email Only) Will show as a button in the email that when clicked will open the Payment window on the Client Portal directly.
- DIRECT PAY TEXT LINK- This one is the same as the one above but shows as a short hyperlink and can be used for SMS Text messages.
new
Advanced
New Advanced Automations (FKA Actions)
We have recently started rolling out the new Advanced Automations builder experience. Some of you already have this new experience and the rest of you will be getting it over the next couple of weeks.
This new experience
replaces the Actions messages configuration tool
but you will still see some references to Actions throughout the system for the time being as we migrate over.There is a new interface now for managing your Advanced Automations (previously referred to as Actions).
The new interface makes quick work of finding and editing your automations with new filters and search.
The Edit and creation of New Automations is also highly improved with a cleaner layout and easier to understand language.
We have also added a
Send Test
feature in the email configuration screens to make is simpler to see how your email will look to the recipient without creating test inspections.There will be additional improvements coming to this new experience in the near future as well so keep an eye out for updates!
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