December 2023

Office Updates

Code Year & Managing System Questions: We’re excited to provide users a way to choose their own code years and manage NFPA 25 questions easier. Users can select default code years and override them at the building level. The new System/Asset Questions page lets users sort by code year, frequency, and asset type, allowing them to turn questions on or off as they please. Click here to learn more. 

NEW Envelope Option: For invoices, users can download a standard 8.5” x 11” envelope sheet that contains company and billing information. This sheet will display through the envelope window giving customers a professional-looking piece of mail.

NEW Email Notifications & Template:  Inspect Point now supports email notifications. Turn them on in the Notifications Preferences section in the backend. Our email template has been revamped as well, with a modern-looking feel.

Updated Building Listing Screen: Our Edit / Add New Building, and settings pages (Company, Proposal, Reports, Invoices, Proposals) have all been updated with a more modern user interface.

November 2023

Office Updates

NEW Inspection Device History: You can now view the inspection history for fire extinguishers, emergency lights, and alarm devices. Located at the bottom of the Edit Device screen, the inspection history shows the date the device was inspected and whether it passed or failed, along with accompanying notes and photos. This removes the need to open multiple tabs to track inspection history across devices.

Inspection Listing Screen: The Inspection Listing Screen received a major design overhaul this month. The data grid has been modernized, along with columns and filters users can select from to customize the screen to their liking.

Extinguisher Projection Report: Previously the Overdue Extinguisher Report, the Extinguisher Projection Report lets users look ahead to see which extinguishers are due for maintenance. Technicians can use this report each morning to see how many extinguishers they need to bring with them for the day.

Correction Renaming: Gone is “Proposed Corrections,” in is “Materials & Services.” Throughout the backend we’ve removed each mention of Proposed Corrections, as we continue to revamp our Service offerings.

October 2023

Office Updates

NEW Scheduler Map: We are excited to announce a new scheduling map feature, that allows you to preview and schedule visits on both a map and a scheduler/dispatch board.  You can access the map by clicking the map icon next to the Scheduler link in the side bar link menu. Click here for more information.

NEW Dashboard (Beta): You will see an option to preview our new & improved home dashboard, which allows greater visibility into the status of your inspections, deficiencies, as well as work orders, invoices, proposals and payments if you are using these features. Stay tuned for additional features to come, such as the ability to click into each status count and jump to a filtered list.

NEW Invoice Insights: In your Analytic Reports area, you can now find a NEW invoice dashboard. Here, you can quickly identify key business metrics related to invoicing / accounts receivable. 

Add Items on New Inspection / Inspection Series: Previously, the only way to add new items was by editing a building. Users now have the ability to add new inspection items as they create a new inspection or inspection series. 

Proposed Correction Updates: We are working on improving our “proposed corrections.” Now, you can add “material” corrections with helpful fields such as part no., manufacturer and model no. You can also add material “types” that show up in your corrections list. And, our new interface allows you to edit key fields on the screen. This is part of a larger effort to make corrections more useful – you’ll soon see more new features, along with corrections renamed to “Materials & Services.”

iOS Updates

Continued Add Multiple Support: Support for our Add Single/Multiple feature has been added for Fire Doors, Smoke & CO, Cylinders, and Sprinkler Heads.

New Asset Type - Hoses: Hoses can now be added as a standalone asset. Previously, only Standpipe & Hoses could be added.

September 2023

Office Updates

• File Import Improvements
• New Inspection Type: Vehicle Suppression
• Additional French translations: Default email content and invoice, proposal and visit reminders are now available in French.

iOS Updates

• Users can now filter by Scheduled Date and Due Date. The Due Date icon will turn red if the inspection is due in 3 days or less, gold if it is due between 4-7 days, and blue if is due a week or more in advance. User can sort the inspection list by Scheduled Date and Due Date as well, should they want to see inspections grouped by either date. Learn more.

August 2023

Office Updates

• Various bug fixes/support issue fixes
• NEW Inspection Series Views
  • "Inspection Series" listing screen that displays all series in instance (Linked from sidebar navigation under Inspections)
    • "Inspection Series" listing tabs on both Accounts and Buildings to display series associated with a specific account or building
  • Detail screen to display all inspections associated to the series and key information
  • See documentation here for details on these new features.
• NEW Company Setting - Auto-Extend Inspection Series
  • By default, all series will expire after five years. However, with this setting turned on, all series will automatically extend another five years when they approach their expiration date.
• NEW Invoiced/Paid status setting: On Invoice Settings, you can turn on a setting that will introduce an “invoiced” and “paid” status for work orders that will automatically update when an invoice has been created/paid. Inspection invoiced/paid statuses will also automatically update.
• NEW Tag Color Support: Tag Colors can now be added as multiple choice questions on Sprinkler and Alarm Systems. Create this questions in the backend, and then inspection-level and system-level tag colors will appear on the report. Learn more here.
• Technician Invoice Report: Technician column will appear in .CSV export of invoices, so you can determine the amount of revenue generated by each tech.
• Foreign Currency Support: You can now select from 100+ foreign currencies to use as a default currency on proposals, invoices and service reports. You can change the currency on individual documents if desired. See documentation here for details.
• Invoice Contact Improvements: Now, when you go to send an invoice, if there are multiple billing/invoice contacts on the associated building, they will appear in the email field.
• New filters on Inspection tab on Building allowing users to filter by status, tech, frequency, etc.

July 2023

Office Updates

Invoices
Enhanced Invoice History: You can now see additional tracking information, including if a customer viewed your invoice.

Proposals
Proposal Deposit Notes: If you are using proposal saved payment methods or down payments, you can now add a note on the Payment Settings page that will appear in this area of the proposal. This is useful if you have specific proposal terms that state the customer will be charged when work is complete.

Inspections & Inspection Reports
NEW Deficiency Report Notes: If you wish, you can now add a note that will appear in relevant deficiency sections on inspection reports. Some customers use this to include information about how to contact them for service or to approve a proposal. (Add them in Inspections -> Settings -> Deficiency Report Notes.) Learn more.

Default Technician Note Improvements (includes iOS Component): You can now put default technician notes in categories related to inspection types. When you categorize your notes in this way, the technician will see notes relevant to the type of inspection they are doing, making it quicker/easier to select notes from the field. In addition, you have the option to allow technicians to save their notes to your default list if desired. You can access this feature in Settings -> Inspections -> Default Tech Notes.

Building Inspection List Count: The "Number of Inspections" column on the Buildings listing screen now excludes cancelled and deleted inspections.

 

Scheduling & Customer Communication
 

Customer Visit Reminders: Schedule customizable, automated reminders for inspection & work order visits that send to account or building scheduling contacts. (Note, when these are on, Building Reminders will automatically disable.) Learn more.

NEW Service Setting: On your Service Settings page, you can now decide if the default visit that is added when a work order is created goes in "pending" or "scheduled" status.

Customer Portal
Customer Portal Attachment Settings: You can now choose to automatically publish building attachments to the portal, similar to the settings available for inspection reports, proposals, invoices and service reports. In addition, you can now bulk publish attachments in bulk if you do not have the auto-publish on, and bulk categorize to quickly organize your attachments into categories. Learn More.

 

iOS Updates
 

NEW Inspection & Service Visit Experience: We have a new and improved workflow for creating inspection and service visits from the field. This streamlines the process and allows technicians to quickly select or add assets to an inspection.

Improvements to Adding Extinguishers, Exit Signs & Alarm Devices from the Field: Technicians can now quickly add multiple new extinguishers, exit signs and alarm devices in addition to cloning individually or manually adding one at a time.

June 2023

Office Updates

Ability to Attach PDF to Invoice Email by Default: On your Invoice Settings page, you now have the option to attach an invoice PDF to invoice emails by default.

Deficiency Only Report: Ability to generate an inspection report that displays only building deficiency information.

Proposal Currency Defaults: On your Proposal Settings page, you can now select a default currency to use on proposals.

General Joint Commission improvements for extinguishers & e-lights.

May 2023

Office Updates

NEW "Quick Actions" & Related Items: Our new design makes it quick and easy to access key actions on proposals, inspections and work orders. In addition, you can now easily see related items – for example, if a work order was created from an inspection, you will see the associated inspection at the top of the work order screen, and vice versa.

NEW "Collect" Feature for Payments Users: Users with Inspect Point Payments enabled can easily process a charge for a proposal, inspection, work order or invoice while working on that screen. Learn more. 

 

Attachment Categories: You can now add categories (which function similar to folders) for documents uploaded in a building's "Attachments" area. First create your categories in the "Company Settings" section of the Settings page. Then, when adding an attachment, you can select the appropriate category. Categories also display in the Customer Portal.

"DBA" Headers: If you have multiple business lines, you can select the header (company name, license number, address, phone, email and logo) that should show on proposals, reports and invoices for a building. Create the headers on your Company Settings page and then select the relevant header on the building level. 

 

iOS Updates

Technician Self-Scheduling: Now, technicians can schedule their own inspections from the iPad. This allows techs greater control over their scheduling. For example, if a tech is dispatched 30 inspections on the first of the month, they now have the ability to change these visits to dates and times most convenient for them. Learn more.

April 2023

General improvements: Minor bug fixes, enhancements and UI/UX improvements, including a new resizable sidebar and currency formatting improvements.

Ability to duplicate an invoice: On the top of an invoice, you can click to duplicate an invoice.


New auto-generate report settings: On Report Settings, you can now choose to auto-generate a report when a technician submits an inspection back to the office.

March 2023

Office Updates

New Login Screens! Our back-end and Customer Portal login screens now have a new, modern look and feel. 

Proposal Deposit Carry-over: When you use Inspect Point's payments system to take a deposit/down payment on a proposal, and then convert that proposal to a work order or invoice, the deposit will now carry-over to the work order or invoice. This makes it easy to track the balance due. Learn more.

Inspection Report Name Display Name Defaults: You can set a default inspection report display name for all reports in your account, and override this at a building level. You can use the tags {{ inspection_system }}, {{ frequency }} and/or {{ date }} to automatically display these fields in the report display name, along with any other text you wish. So for example, if you wanted your company name to appear in the report name along with these fields, you could enter "ABC Fire Protection Company - {{ frequency }} - {{ inspection_system} - {{ date }}" in the back-end. This would generate a name like, "ABC Fire Protection - Annual - Extinguisher, E-Lights - 2023/2/20" which would then appear in the Customer Portal. Learn more.

February 2023

Office Updates

Customer Portal

• “Contact Us” form: In Customer Portal settings, you can turn on a “Contact Us” form. You can add custom reasons for messages such as a routine service request, emergency service, billing questions, etc., and enter an email address for each type of request. The “Contact Us” form will appear on the Customer Portal dashboard. Customers can send messages through the form and your team will receive an email notification. (Learn more here.)
• Upcoming Visits: Your customers can now see their upcoming inspection and service visits! Visits in the “scheduled” status will appear on the new “Upcoming Visits” page in the Customer Portal. In addition, customers will see the technician's profile photo if one is on file for them (you can upload it on their technician profile).
• Contact Settings: In Customer Portal settings, you can choose whether or not you’d like to add contacts to the portal by default when creating a new contact.
• Additional Filters: Customers can now filter the Invoice list in the Customer Portal by date and status.

Proposals

• Proposal Payment Methods/Deposits: You can now require that a customer saves a payment method on file, or pays a deposit, before accepting a proposal. Here's how to turn it on. (Note, this feature is available for Inspect Point Payments users. Learn more about payments here.)

Inspection Items

• Importing Smoke & CO Devices: ULC customers can now import their Smoke & CO device lists into Inspect Point. Learn how here.

January 2023

Office Updates

Analytic Reports/Dashboards
Inspection Revenue Forecast: In the Analytic Reports area, the "Revenue Forecast" area allows you to view a forecast of monthly inspection revenue, filterable by inspection type, building, technician & more.

Inspection Reports
Inspection Report Layout: We have improved the layout of deficiencies and photos on our inspection report. You will also find additional helpful information about photos, including the comment and date taken.

Proposals

Proposal-to-Building Link: You can now link a proposal not currently associated to a building to an existing building, or create a new building for it.

Proposal Display Settings: In Proposal Settings, you can now choose to hide quantity, unit price or line item total on all proposals in your instance. You can override settings on individual proposals if desired. (Learn more.)

Design Changes - Proposals and Invoices: Previously, key “action” buttons on proposals and invoices were located below the body of the proposal or invoices. You can now find them at the top, so you can quickly do what you need to do, without having to scroll!

Invoices:
 

Invoice Message: You can now add a message to your invoice, which will show up on the web view and PDF. (Learn more.)

Invoice PDF Attachment: Now, when sending an invoice, you can check off "attach PDF" to send a PDF attachment to the email along with the invoice web link.

Invoice Service Report/Inspection Report Attachments: In your Invoice Settings, you can turn on a new setting which will link published reports (inspections and/or service) to an invoice associated with that inspection or work order. The linked report will appear on the invoice. (Learn more.)

“Enter Payment” on Invoice Improvements: Now, when manually entering a payment on an invoice, you can indicate payment type, date, reference number, and a note. In addition, you can enter a partial payment, which will update and record the balance due for that invoice. (Learn more.)