Service Categories
We recently updated the Services and Fees configuration page with options for Service Categories for Advanced companies. These categories can really help with business reporting. Service Categories...
View ArticleOrganization Service IDs
We recently added an option for Service IDs for companies that are part of a multi company organization using Spectora Advanced. (Note: "Organization" here is referring to the structure in Spectora...
View ArticleSq Ft Over Specified Amount Modifier
We just released a much requested feature for Services & Fee configurations for appropriately charging per square foot over a specified amount as a modifier! This actually also can be used for...
View ArticleProvision Support Staff Profiles to Multiple Companies
We just released a new feature for those that leverage the Org Manager profile with multiple companies using Spectora. [Video Walkthrough](https://www.loom.com/share/740bbc3a521a4b3dac45b54a8a395794)...
View ArticleMobile Version 10.16.3
- The cover photo now defaults to applying to all reports on the inspection, vs needing to select all reports. - Internal fixes and additional tracking for issues with optional sections loading in blank.
View ArticleTREC PDF: Display Contractor Recommendations
We've fixed a bug that left contractor recommendations off of TREC PDFs. With this fix you'll now see these recommendations on the TREC.
View ArticleRecommended Contractors: Logo Issues
We fixed two issues with Recommended Contractor Logos: - Previously when a logo / image was not associated with a contractor, the contractor name was difficult to read on mobile web browsers. We have...
View ArticleContractor Type Recommendation Capitalization
We've fixed an inconsistency in how contractor types were capitalized in reports. Some types were capitalized even within a sentence (such as the hover text online or the PDF statement) while others...
View ArticleRecommended Contractors: New + Improved (now with lemon!)
Hello, everyone!!! We've made exciting changes to the Recommended Contractors feature! In case you've missed our emails or just want a refresher on all the goodness, take a gander at these updates: -...
View ArticleQuickbooks ACH Sync adjustments
We just released a new setting for payments giving you more control over how ACH payments sync up to Quickbooks (if you have that integration setup). # Background We recently adjusted the timing of...
View ArticleFixed: Missing Default Photos (V10)
- We have fixed an issue where default photos from the template were not included in optional or duplicated sections/items.
View ArticleMobile app V 10.17.4
- We have fixed the issue where the completion rating lags on the latest versions. Let us know if you have any issues!
View ArticleUpdates to Duplicated Agent Report
We just updated the Duplicated Agent Report to include a download option and showing the top 5 tags. # Download option - This allows you to pull a .csv file to work with as a spreadsheet if you need to...
View ArticleProjected Revenue report
# We just released a new revenue report for Advanced companies! The Projected Revenue report allows users to quickly see what the upcoming month or (next 30 days) looks like based on currently...
View ArticleOption to record a Client as a Company/Organziation vs a Person
We just updated the Client contact in Spectora! Now when you are adding or editing a client record you have a new checkbox option to show the contact as a Company or Organization instead of a person....
View ArticleUpdate for handling duplicated agents
We just released an update to the Duplicated Agent merge function! Now if you find duplicate agent records while working in the Agents section of Contacts you can address it directly and merge them...
View ArticleImproved visibility of ACH payment statuses and QuickBooks updates
We recently updated Spectora to better provide information regarding the status of ACH payments as well as QuickBooks (if you have the integration setup) syncs. # ACH Status - ACH Payment Status in the...
View ArticleUpdate 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...
View ArticleBeta 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...
View ArticleV10.18.2
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...
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