Latest Updates

What's New You can now generate and send quotes directly from the New Order Form, making it easier to capture client and agent requests without worrying about whether they'll want just a quote or move forward with a full order. Why It Matters This streamlines your quoting workflow by keeping everything in one place—no more switching between forms or duplicating data entry. Details Fill out the New Order Form with at least a property address and one service, then click the new Send a Quote button below Schedule or Save A popup displays the first client and first client's agent info (if already entered) already in the quote window, making it easy to select recipients Add additional quote recipients on the fly without adding them directly to the order Quotes still use your existing template configuration If you have "save quotes as drafts" enabled, that setting still applies Requires use of the New Order Form (either as your default or one-off) Watch the walkthrough video | View the Quotes help article | View the New Order Form help article Timing & Audience Available now for all users.

What's New We've released hotfix 10.27.1 to resolve a Summary page error that was preventing some inspectors from viewing their reports in the mobile app. This issue was introduced in version 10.27.0. What We Fixed Summary page crash : Fixed an error that caused the app to display "Exception: Recommendation not found in RecommendationByIdViewModel" when viewing certain report sections in the Summary view. Timing & Audience This hotfix is available now for both iOS and Android via a slow rollout. If you're currently experiencing the Summary page error, you can manually update the app in the App Store or Google Play Store to get the fix immediately rather than waiting for the automatic update.

What's New The calendar staff filter (All Staff, Inspectors, or Support Staff) now remembers your selection. Whether you're viewing the calendar from the Dashboard or the Calendar page, your filter choice will persist across sessions. Why It Matters No more re-selecting your preferred view every time you check the calendar—your filter stays put so you can get straight to work. Details Filter selection is saved per user and persists across sessions Works consistently whether accessing the calendar via Dashboard or Calendar page Applies to all three filter options: All Staff, Inspectors, and Support Staff Timing & Audience Available now to all users.