Summary

• Workorder pricing flows were updated to improve charge accuracy, equipment handling, and modifier-based recalculations.

• Scheduling and calendar experiences were refined, including better reschedule behavior and a new option to hide inspection duration in online scheduling.

• Workorder syncing flows now provide clearer support for Spectora sync scenarios.

• Invoice flexibility improved with better control over which charges appear on custom invoices.

• Several UI polish updates improved clarity across activity, booking, quote, and assistant experiences.

New Features

Online Scheduler Duration Display Control

• What changed: A new setting allows teams to show or hide inspection duration in the online scheduler.

• Before: Duration display behavior was fixed and could not be toggled.

• Now: Teams can control whether duration is visible during online scheduling.

• Why it matters: This gives teams more control over how availability is presented to customers.

One-Off Report Support

• What changed: Users can now add one-off reports in supported report flows.

• Before: Report options were more limited for ad hoc needs.

• Now: Users can create one-off reporting entries when needed.

• Why it matters: This supports real-world exceptions without forcing users into rigid report patterns.

Agent Usage and Inspection Trend Support

• What changed: Trend-oriented frontend support was added for agent usage and inspection count over time.

• Before: These metrics were less accessible in trend view contexts.

• Now: Users can work with more complete trend data experiences for agent activity and inspection volume.

• Why it matters: Better trend visibility supports staffing and operational planning decisions.

“Sync Spectora job” action added in inspection actions

• What changed: A new “Sync Spectora job” action was added in inspection actions so teams can manually pull in updated report changes when needed.

• Before: If report updates were delayed or out of sync, users had fewer direct in-workflow recovery options and often had to wait or troubleshoot.

• Now: Users can trigger a sync from the inspection workflow to refresh report data without leaving their normal work area.

• Why it matters: This gives teams a faster recovery path when report data needs to catch up, reducing delays in client-facing workflows.

Improvements

Edit Charges Experience Enhancements

• What changed: The Edit Charges experience now supports equipment count and improved recalculation behavior when modifier fields change.

• Before: Related values did not always adjust as smoothly when charge inputs changed.

• Now: Charge updates react more reliably as users edit modifiers and equipment-related details.

• Why it matters: Faster, more predictable editing helps teams finalize workorders with less friction.

Custom Invoice Charge Visibility Controls

• What changed: Users can choose which charges appear on custom invoices.

• Before: Invoice charge visibility was less flexible in specialized billing scenarios.

• Now: Teams can tailor invoice output to show only relevant charges.

• Why it matters: Cleaner invoices are easier for customers to understand and approve.

Calendar and Reschedule Workflow Refinements

• What changed: Calendar rendering/interactions and reschedule workflow behavior were improved.

• Before: Some calendar/reschedule interactions were less smooth and required extra effort.

• Now: Scheduling updates are more intuitive and reliable in day-to-day use.

• Why it matters: Better scheduling UX saves time for teams managing high appointment volume.

Activity, Booking & Quotes Polish

• What changed: Multiple interface refinements improved visual clarity and usability across inspection activity, booking & quotes.

• Before: Some screens had rough edges in layout and interaction details.

• Now: Interfaces feel cleaner and more consistent in everyday use.

• Why it matters: Small UX improvements compound into faster navigation and better user confidence.

Sample report handling and access improvements

• What changed: The sample report experience was improved so teams can more reliably open, share, and use sample reports in client and sales conversations.

• Before: Sample report usage could feel clunky in some flows, especially when teams needed quick access for demonstrations or outbound communication.

• Now: Sample reports are easier to access and use in real workflows, making it simpler to send prospects and clients through a polished preview experience.

• Why it matters: A smoother sample report flow helps teams communicate value faster and creates a more professional pre-booking experience.

Client portal contact-permission handling updates

• What changed: Contact-role access behavior in the client portal was tightened so each person on a job sees only the portal sections and actions that match their role (for example, client vs agent views).

• Before: Teams could run into edge cases where portal access felt inconsistent when one person had multiple roles on a job, which made support and walkthroughs harder.

• Now: Portal access is more role-accurate and predictable, so users are less likely to see the wrong options or miss the options they should have.

• Why it matters: A clearer, role-specific portal experience reduces confusion for clients and agents and lowers support overhead.

Bug Fixes

Workorder Pricing Accuracy and Duration Handling

• What changed: Pricing flows were improved to better handle duration-aware logic and charge conversion behavior.

• Before: Pricing adjustments required more manual correction in some cases.

• Now: Workorder pricing updates behave more consistently and accurately across common edit scenarios.

• Why it matters: Fewer pricing inconsistencies reduce rework and improve confidence during checkout and approvals.

Charge Recalculation Consistency During Workorder Edits

• What changed: Charge recalculation behavior was corrected for modifier-driven updates.

• Before: Some edits could leave pricing values out of sync until additional manual changes were made.

• Now: Related charges update more reliably as users make modifier changes.

• Why it matters: This prevents pricing mismatches and reduces billing correction work.

Duplicate action-flow emails for contacts with multiple roles

• What changed: Automated email sends were fixed so one person attached to a job in multiple roles does not receive duplicate copies of the same message.

• Before: Some recipients could get the same automation email more than once, which looked like spam or a system error.

• Now: Each recipient gets the expected single send from the automation flow, even if they appear on the job in more than one role.

• Why it matters: This improves trust in communication, reduces inbox noise, and prevents client confusion.

Calendar lock tooltip, reschedule flow, and slot modal fixes

• What changed: Several scheduling issues were fixed across lock-state messaging, reschedule behavior, and slot-selection modal interactions.

• Before: Users could encounter confusing lock cues, awkward reschedule steps, or inconsistent slot modal behavior during booking changes.

• Now: Rescheduling interactions are more stable and understandable, and slot updates are more dependable while moving jobs.

• Why it matters: Reliable schedule-edit flows reduce rework for office teams and improve confidence when changing appointments.

Defect index display correction in report defect cards

• What changed: Defect-card indexing in report views was corrected so item numbering and sequence display align properly for users reviewing findings.

• Before: Some report readers could see defect numbering that looked off or inconsistent, making navigation and discussion harder.

• Now: Defect cards display more accurate numbering/order, so users can reference findings more clearly during review and follow-up.

• Why it matters: Clearer defect indexing improves report readability for clients, agents, and internal teams.