Per-Item Search (Beta Web Editor)
- We have added an additional search to the beta Web Editor that allows searching in a specific item vs the entire report. ![1234 Luffness Dr - Spectora Report Editor 2024-10-18 at...
View ArticleSee What Your Clients and Agents Actually See
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...
View ArticleUpcoming improvement to Service Categories!
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...
View ArticleActions - Service Category as a rule
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...
View ArticleIcon and Button Updates on Client Portal Tasks
We recently released a few improvements to the **Client Portal** experience to make the tasks clearer, so your clients can feel more confident in knowing what is next. 1. Icons are now reflective of...
View ArticleNew Rule option for Actions
We recently added another rule to help with Actions configurations. This time it is a new rule called **Changed service or add-on in service category**....
View ArticleImproved Defaulting to V10
- When you default to V10 (Settings > Repot Options > V10 reporting), all future inspections with unbuilt reports will be automatically converted to the V10 format. - If V10 is unchecked, all...
View ArticleBringing Acrisure experience within Client Portal
Now your clients don't have to exit the client portal to receive a quote from our trusted partner, Acrisure. Once they click "Request a Quote", they can complete the form within the client portal for a...
View ArticleUpdated Order Form (New Inspection Form)
We recently started releasing a new experience for the internal **Order Form** (New Inspection Form) with a cleaner UI and improved mobile browser experience. It also paves the way for several new...
View ArticleV10 Fixes & Updates
The latest V10 improvements and fixes are now live. Here’s what changed! V10 transition updates are now available to 50% of users. You can now: - Switch from V9 to V10 with report information carried...
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