• TRM event search is faster and easier to use

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

• Schedule Now Custom Fields

  • 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 Moblie 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

• The Commercial Roof Certification form is now available on the Resource Page
• Resolved Issues
  • Fixed bug that caused error message "Error-not able to find gateway account"
  • The "Pay Now" button in the inspector profile is now visible to users with a Payment Gateway setup

  • After a recent infrastructure change, appointments began using the State abbreviations in the Country field

Note: Assigned Person feature has been postponed while we fix some minor issues.

• Assigned person workflow improvement 

• Resolved Issues
  • 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
  • Google Maps now opens properly on iOS devices

• Merchant ID Display

• Navigate to the start and end of "My Reports List"