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Follow up on the latest improvements and updates.

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fixed

Mobile App (iOS/Apple)

Mobile App (Android)

Mobile App Version 10.33.0

What We Fixed
  • Missing thumbs up/down icons on reinspection reports
    — The app now shows the category (thumbs up/down) button based on the reinspection's own status options (Resolved, Unsatisfactory, Not Resolved) rather than the original report's defect category count. Reinspections created from reports with multiple defect categories continue to work as before.
  • Change Roles modal showing hidden roles
    — The Change Roles modal no longer includes roles that are hidden or inactive.
Available in mobile app version 10.33.0.

improved

Scheduling

New Order Form: Live Order Summary and Save as Draft

What's New
The right-hand column of the new order form now shows a live summary of the order as you fill it out, replacing the old section navigation buttons. A new
Save as draft
button lets you save an incomplete order without leaving the page.
Why It Matters
You can see at a glance what's been entered and what's still missing, and reference earlier sections while working further down the form. No more scrolling back up to check an address or confirm a price.
Details
  • The right column is wider and still remains pinned while you scroll the form
  • Five section headers with live content:
    Client Details
    ,
    Property Details
    ,
    Agent Details
    ,
    Availability
    ,
    Services
  • Section headers still hyperlink to auto-scroll to that part of the form
  • Sections with nothing entered show
    Not added yet
    so gaps are easy to spot
  • Property Details
    shows the full address along with square footage, year built, and foundation when those values are entered
  • Services
    shows a running line-item table with taxes, discounts, and the order total
  • Availability
    shows the selected date, time with job duration, and assigned inspectors with a
    Primary
    tag
  • Client Details
    and
    Agent Details
    list the first entries with a
    +N more
    indicator when there are additional clients and/or agents
  • New
    Save as draft
    button at the bottom of the column saves the order as a draft and keeps you on the form
  • Drafts still save automatically when you navigate away from a partially filled order form, same as before
image
Note:
The summary panel displays on desktop. On smaller screens the form uses the full width and the panel is hidden.
Timing & Audience
Available now for all users on the new order form.

new

Add a "Learn More" Link to Your Add-On Services

What's New
Add-on services on the Client Portal now support a clickable
Learn More
button that links out to a URL of your choice.
Why It Matters
Give clients more detail about your add-ons — or send them to your own website — right from the portal, without cramming everything into the description text.
Details
  • New
    Learn More CTA URL
    field in add-on setup under Settings → Services & Fees
addon_urls
  • Clicking
    Learn More
    opens your link in a new tab, so clients don't lose their place in the portal
addon_cp
addon_orderdetails
  • URLs are automatically sanitized for security when entered
  • If the URL field is left blank, the
    Learn More
    button simply won't appear — no immediate action is required on your part
Note:
The button text is fixed to "Learn More" and can't be customized in this release.
  • This release covers the Client Portal only — Online Scheduler support is not included yet
Timing & Audience
Rolling out 8/20 for all inspectors.

new

improved

Settings

Scheduling

Choose Your Property Data Source: ATTOM or Rentcast

What's New
When automatic property data lookup is turned on, admins can now choose which service fills in square footage and year built. Rentcast is available as an alternative to ATTOM.
Why It Matters
Square footage often drives your pricing, so a wrong number can mean an underpriced job or a quote that costs you the booking. If ATTOM data has been unreliable in your area, you can now switch to a source that tested more accurately.
Details
  • New data source option
    in your scheduling settings, available when automatic property data lookup is enabled
  • ATTOM remains the default
    , so nothing changes unless an admin selects Rentcast
  • Admin-only setting
    that applies company-wide to new orders and address lookups
  • Fields affected
    : square footage and year built
  • Why Rentcast
    : in our testing it matched Zillow listings more closely than ATTOM, especially on square footage
Note:
ATTOM accuracy varies by region. Plenty of companies see no issues with it, which is why this is an option rather than a change we made for everyone.
Note:
Existing inspections are not updated retroactively. The selected source applies to lookups going forward.
Timing & Audience
Available to all companies immediately.

fixed

Web Editor

Weekly Web Editor Bug Fixes

What's New
We fixed two issues in the web editor and web report — photo captions now display on reinspection reports, and the Media Center annotator defaults to the correct category color.
What we fixed
  • Photo captions missing on reinspection web reports
    — Captions on both reinspection photos and original photos now display on the web report, matching how they already appeared in the PDF.
  • Media Center annotator not defaulting to category color
    — Annotating a photo in the Media Center now defaults to the defect's category color, matching the behavior elsewhere in the web editor and mobile app.

new

improved

Scheduling

Custom Scheduling Fields Can Now Live in Any New Order Form Section

What's New
Admins can now choose which section of the new order form each custom scheduling field appears in, instead of having every custom field grouped at the bottom under Order Settings.
Why It Matters
Custom fields show up next to the information they relate to, so schedulers spend less time scrolling to find and fill them out.
Details
  • Assign a section from the field editor
    — open the edit modal for any custom scheduling field and pick the order form section it should appear in.
image
  • Or drag and drop
    — from the Manage Custom Scheduling Fields page, enter edit mode for arranging field order and drag fields between sections.
image
  • Custom fields render at the bottom of their assigned section
    , after that section's built-in fields.
image
  • Existing fields are unchanged
    — any field without an assigned section stays in Order Settings.
  • Configuration is
    Admin only
    .
Note:
Section placement only applies to the new order form. The legacy "new inspection" form is not affected by these settings, though the configuration is still visible if your company hasn't switched to the new order form yet. Learn more about the new order form here.
Timing & Audience
Available to all companies now.

improved

Scheduling

Cleaner Agents & Contacts Section on the New Order Form

What's New
The agents and additional people section of the new order form now shows only a single client's agent and a single listing agent search box by default. Everything else is added on demand through a new "Add contact" button.
Why It Matters
Many orders do not need additional people, so the section is shorter and faster to get through. Extra fields show up when you actually want them.
Details
  • Client agent
    and
    listing agent
    search boxes appear by default
  • Additional people
    fields are hidden by default
  • Add contact
    button at the bottom of the section lets you add another client agent, another listing agent, or additional people
  • Applies to the
    new order form
    only. The standard inspection form is unchanged.
image
Timing & Audience
Available now for all users with scheduling access.

new

improved

Scheduling

Set Your Own Order Form Section Sequence

What's New
Admins can now rearrange the sections of the new order form using a drag-and-drop modal. Whatever order you save applies to everyone in your company who uses the new order form.
Why It Matters
Every inspection business collects intake info a little differently. Now your order form can follow the sequence your team actually works in instead of a fixed default.
Details
  • Open the Form section order modal directly from the
    new order form
  • Drag any of the eight sections into the sequence you want, then click
    Save & Update Form
    to apply it
  • The modal includes a recommendation to keep the
    Availability
    section below
    Services
    and
    Property
    . This is guidance, not a restriction, and the section can still be placed anywhere
image
image
Note:
Requires
Admin
permission, which can be held by either an Inspector or Support Staff user and affects just the new internal scheduling form.
Timing & Audience
Available now to all companies on the new order form. Any admin can make the change, and it takes effect for every user in the company.

fixed

Advanced

Automations

Advanced Automations AI Assistant Bug Fix

What's New
  • Fixed an issue where the AI assistant could return a blank suggestion with no subject or body, and where longer emails/texts were cut off mid-response.
What We Fixed
  • Blank AI email suggestions
    — the assistant no longer returns an empty email; it now returns complete content or a clear error you can act on
  • Longer emails getting cut off
    — raised the generation limit so "Make longer" and other lengthy emails come back complete instead of truncated

improved

Scheduling

Updates to the New Order Form Layout and Labeling

What's New
  • The main column of the New Order Form got a visual cleanup: a cleaner white background, bordered form sections, and tighter alignment across labels, fields, and buttons. We also improved one of the Edit Charges modal labeling for improved clarity.
Why It Matters
  • A more organized, easier-to-scan order form so inspectors can move through scheduling with less visual clutter.
Details
  • Refreshed the section sizing, border and background
  • Aligned each
    Client/Agent/Person label flush-left
    and moved the
    trashcan (delete) icon flush-right
    with the fields
  • Cleaned up the field layout
  • The "Pricing Details" field in the Edit Charge modal is now labeled "Charge Description," with helper text making clear that changes there do not affect pricing.
  • Added an info icon with helper text under the field: editing the Charge Description does not change the order's pricing
  • Updated the
    Pretax Amount
    helper text to reference the new field name
Timing & Audience
  • Live now for all users on the New Order Form
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