We just released a small update to the New Order Form and now support and using the new form. If you have the New Order Form defaulted to enabled you will now see the additional selections at the top of the form when you either kick off a Reinspection or a Reorder/Copy from an existing inspection.

No change is needed in your current workflow for either of these features. The appropriate data from the reference inspection will be populated to the New Order Form just as it did on the legacy order form.

Over the next few days we are rolling out a new option called Presets Library in the Advanced Automations (previously known as Actions) builder.

Presets allows you with very minimal effort and time to setup a high quality automation messages for common scenarios. These include add-on service upsells, review requests and 3rd party services notifications to start. The library will be further updated as we populate more high value automation presets (including sms text versions) in the future.

We just released a handful of new placeholders that can be used in the New Automations UI. These new placeholders reduce friction for your clients by allowing for "deep-linking" to specific portions of the Client Portal.

Note: We have changed or removed the current placeholder links that have been available.

The new placeholders are as follows:

We have recently started rolling out the new Advanced Automations builder experience. Some of you already have this new experience and the rest of you will be getting it over the next couple of weeks.

This new experience but you will still see some references to Actions throughout the system for the time being as we migrate over.

There is a new interface now for managing your Advanced Automations (previously referred to as Actions).

The new interface makes quick work of finding and editing your automations with new filters and search.

The Edit and creation of New Automations is also highly improved with a cleaner layout and easier to understand language.

We have also added a

Send Test

feature in the email configuration screens to make is simpler to see how your email will look to the recipient without creating test inspections.

There will be additional improvements coming to this new experience in the near future as well so keep an eye out for updates!

Ever want to quickly check and see what the email formatting looks like in various email clients before activating your Advanced Automation? You can now with the new Send Test feature in the new Advanced Automations builder experience!

The new experience for Advanced Automations (previously Actions) and therefore this new feature is still going through a staged roll out and not yet available for all Advanced companies. It will be soon though.

For any email automation when you are in the email editor you will see a new button at the top of the screen labeled .

Clicking on this button will open a small window where you can enter up to 3 email addresses (comma separated) and select a recent inspection to use for filling placeholder values.

Once those fields are filled out click and the email that you have configured in the editor will be sent to each of the entered addresses.

This does not send to any email addresses other than those entered in the Send Test window even if the To, Cc, or Bcc fields have values in them so this will not be sent to external recipients unless that address is manually entered for the test. Attachments configured in the editor will also not be included in the test emails.

The latest V10 improvements and fixes are now live. Here’s what changed!

V10 transition updates are now available to 50% of users. You can now:

A new iOS version (10.23.2) is now available for all users

🔧 Fixes:

🚀 Improvements:

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If you have any questions, let us know!

We recently started releasing a new experience for the internal (New Inspection Form) with a cleaner UI and improved mobile browser experience. It also paves the way for several new features including some customization controls for Spectora Advanced users that will be released in the near future.

The new form will be available for most non-Advanced companies starting tomorrow (3/7/25).

Using this new version of the Order Form is optional and only available to companies not using Spectora Advanced at this time. Reinspections are not yet supported via the New Order Form.

Now your clients don't have to exit the client portal to receive a quote from our trusted partner, Acrisure. Once they click "Request a Quote", they can complete the form within the client portal for a more unified experience.

We recently added another rule to help with Actions configurations. This time it is a new rule called .

This new rule option allows you to filter the sending of the action based on whether or not the service or add-on that was added or removed after scheduling was in the specified category.

You want the message to only be sent when a client adds a standalone or add-on Mold service after having booked the inspection. This new rule will allow to do this without multiple rule configurations or possibly even multiple action configurations.

This new rule option only shows up when the trigger is one of the following: