We recently added another rule to help with Actions configurations. This time it is a new rule called .

This new rule option allows you to filter the sending of the action based on whether or not the service or add-on that was added or removed after scheduling was in the specified category.

You want the message to only be sent when a client adds a standalone or add-on Mold service after having booked the inspection. This new rule will allow to do this without multiple rule configurations or possibly even multiple action configurations.

This new rule option only shows up when the trigger is one of the following:

We recently released a few improvements to the experience to make the tasks clearer, so your clients can feel more confident in knowing what is next.

To learn more about the Client Portal, click here.

We just recently sent out an update for Actions to allow you to now use the inclusion or exclusion of a Service Category as a rule in Actions.

This will work similar to the Service or the Service Add-On rule. If applied then the action will not send unless the inclusion or exclusion (depending on using Has or Does Not Have) of a services or add-on that is in the specified category is associated on the inspection order.

If you have primary Radon service and several Radon add-on services associated with other primary services and all of those are configured with the Service Category "Radon" you might setup your Action rule for an upsell email as .

This would allow the Action email to be sent for inspection orders that do not have any of the Radon services already associated.

These updates will be released soon and may already be in place by the time you read this.

The Service Categories feature has been released for a while now but we have built it out a bit more to make it easier to leverage by including a pre-built list of categories (you can still create and use your own if you like).

We are also making the feature available to all companies not just those using Spectora Advanced.

You will also notice that any new service or add-on being created will now have the Service Category field right after the name.

This is a required field just like the name field. The same will be true of any edits to services or add-ons that do not already have an associated Service Category.

For non-advanced users or others that have not used Service Categories before you may adjust any pre-built categories and/or add your own by going to your Services & Fees page and clicking on the Service Categories button at the top

Check out the article here for more information.

When you click the "Client View" or "Client/Agent View" buttons on the Inspection Details page, you'll now see an accurate preview of how your client portal appears to your customers.

This update ensures you see the complete client portal interface exactly as your clients see it, including all available features and functionality, such as add-on request options.

To help you navigate these preview modes more effectively, we've also added clear status messages in the client portal that indicate when you're viewing it as a client or agent. These messages remind you that any actions taken while in preview mode will be performed on behalf of that user. Please note that these status indicators are currently only available in our new client portal interface.

We recently made a small update to the Service Category feature. We have added a field for each service category labeled . 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.

There is a type you can use if you find that a category you are creating truly doesn't align with any other specified type.

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).

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.

The default template now uses the following placeholders:

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.