Latest Updates

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 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.

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 Clicking Learn More opens your link in a new tab, so clients don't lose their place in the portal 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.

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.