Release Notes: Inspector Dashboard Change Log

Technology Fee setting changes now take effect at 9:30 PM EST each day.

TRM event search is faster and easier to use

The Appointments per Month by Inspector report now includes a Total Appointments calculation.

Create and Manage custom fields for Homebuyers on ScheduleNow

Create and Manage custom fields for inspection company staff in the IDB appointment

Mark any field on ScheduleNow as required

Remove default fields from ScheduleNow

And use custom fields in the Notification Templates!

Fixed Issue: Appointment notification email Replacement Variables now work as expected without error if you haven't set up appointment custom.

Fixed issue: If there is a secondary invoice, when trying to print or email, it will display properly now instead of the first invoice.

Export Business Insights Reports to CSV

Appointment Square Footage now only allows integers

Removed "Switch to Daily View" for the Calendar on mobile devices

Fixed the "Email is Required" bug in the Last Name field when adding customers to Appointments

Resolved some issues

${RPT_DATE} for TRM notifications now displays the inspection report date

Schedule Now can add multiple REPs and customers during appointment scheduling

Improved the menu for mobile devices

Owners/Admins can now send email receipts to inspectors and other stakeholders.

Creating new Customer/REP accounts in appointments asks for a valid email first.

When adding a new Customer/REP account to an appointment, it now first searches the email to see if any existing accounts exist.

Report ID Format Upgrade for published inspections from Web Report Writer

We added a tooltip hover over the report type icons to explain what type of reports they are

Auto Send Paid Receipt: Now there is an option under Account Settings > Company Options to Send Receipt Default. This feature will automatically send a receipt to the customer to Record an offline payment.

Resolved an issue that caused customer invoices to get duplicated

Relocated "Public Appointment Settings"

Improved Service Description Visibility

Enhanced Security for Password Management for $PASSWORD Replacement Field

Additional Email Functionality for Receipts

Enhanced Navigation for Mobile on Inspector Dashboard

Contact Deletion Management for Multi Inspector Firms

Copy to clipboard button for public reports URL

Improved "County" and "Country" fields

Custom Fields

Improved Invoicing

Sort the oldest to newest documents

Resolved some issues

Schedule Now: Resolved Issue to once again require customer information

Navigation Cleanup

Improved Document Differentiation

Payment Status Page Improvements

Duplicate Agreements

Editable Customer Company Names

Renamed Short Description to About

Renamed the page Listing Text to Company Profile

Resolved issue with adding a customer or REP to report

Fixed the "Too Many Redirects" error when adding customers and REPs to report documents

Added postal codes to the address on the report folders

Workflow improvements related to adding new and existing customers and REPs to inspection reports

Anonymous Payments now work with the Surcharge feature

The Commercial Roof Certification form is now available on the Resource Page

Resolved Issues

Assigned person workflow improvement

Report search once again works for the first name or last name

The multi-inspector report dropdown no longer disappears when selecting an inspector that is no longer active. Only the sole active inspector is shown in the dropdown when the "Hide Inactive" checked

Enabling and disabling Real Estate Professional payments

Resolved Issues