SwiftReporter · Changelog

Keep appointments on Google Calendar and Apple Calendar, and keep post-report repair asks with the inspection

This release adds one-way calendar export so scheduled work in SwiftReporter can appear on the calendars you already use every day. After a completed report is share-eligible, enable a Repair Request on the web inspection hub—buyers, co-buyers, and agents pick observations in the customer portal; sellers Accept, Decline, or Counter each line. You close or withdraw when the loop is done. Teams also get job pay splits, lean area pricing modifiers in the Quote Calculator, and Owner Metrics. Connect QuickBooks Online from Settings → Integrations to sync invoices and succeeded Stripe payments into your books. Owners can also register HTTPS outbound webhooks from Account → Webhooks for signed domain events that work with Zapier Catch Hook and similar receivers.

Added

• Google Calendar sync — Connect your Google account from web Account. SwiftReporter creates and updates events on your primary Google Calendar when appointments you own or are assigned to are scheduled, changed, completed, or cancelled.

• iCal / Apple Calendar feed — Enable a secret subscription URL (HTTPS and webcal://) from Account, subscribe in Apple Calendar or another iCal client, and rotate or disable the feed when you need a new link.

• Calendar sync docs — Step-by-step guidance for connect, subscribe, disconnect, and common failure modes such as revoked Google access, rotated feed URLs, timezone mismatches, and leftover Google events after disconnect.

• Repair Request (inspection hub) — On a completed inspection, open the Repair Request card, confirm participants from contact roles, optionally Notify parties, and select Enable repair request. Monitor statuses such as Open, Awaiting response, Countered, Agreed, Declined, Closed, and Withdrawn; use Close or Withdraw when finished.

• Portal repair requests — Parties open Repair requests from the portal dashboard (sellers and agents may get an email link to a specific request), select findings and Submit repair request, or respond with Accept, Decline, or Counter (askers can accept or decline a counter).

• Repair notifications — Email when a request opens, items are submitted, someone responds, or the request closes (SMS is not sent for repair requests in this release).

• Job pay splits — On Teams jobs, owners and admins allocate expected pay among assigned inspectors (percentages that sum to 100). Assignees see their share on the job; amounts are reporting-first from the invoice total and do not create separate bank transfers.

• Lean area pricing modifiers — Quote Calculator rate profiles can add optional ZIP, ZIP-prefix, or radius adjustments (flat or percent) after base/size/distance/age and before workload, so quotes can reflect local pricing without a map-based service-area product.

• QuickBooks Online connect — From Settings → Integrations, connect or disconnect QuickBooks Online with OAuth so your company books stay linked when you need them.

• Invoice and payment sync to QBO — Open invoices and succeeded Stripe payments sync into QuickBooks Online additively alongside existing Stripe Connect; this does not replace Stripe or add a new paid meter.

• QuickBooks Online sync docs — Docs cover connect, disconnect, and which invoice and payment objects sync (and which do not).

• Owner Metrics — A simple, read-only owner dashboard for utilization, revenue pace, and open invoices. It complements Payments and unpaid totals with the same open-invoice view at company level; it is included (no paid add-on) and is not a custom BI product.

• Outbound webhooks — From Account → Webhooks, register HTTPS endpoints for inspection.completed, invoice.paid, and booking.created. Deliveries are signed with HMAC so receivers (including Zapier Catch Hook) can verify authenticity.

• Outbound webhooks docs — Events catalog, payload shapes, signature verification, and retry behavior at /docs/outbound-webhooks.

Changed

• Account settings — Calendar sync controls and outbound webhook endpoint management live on Account next to booking and payments settings. Mobile Settings shows calendar connection status and opens Account on the web to manage OAuth and the iCal feed.
• Customer portal dashboard — Includes a Repair requests card for every portal visitor; it lists requests you participate in, or shows No repair requests yet.

Fixed

• Polish and reliability improvements across appointment scheduling surfaces that participate in calendar export.

Repair Request uses the same unlock rules as report sharing. There is no new paid SKU or per-request meter. See the Google Calendar sync, Repair Request, QuickBooks Online sync, Owner Metrics, and Outbound webhooks docs.

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Mark a section Not Inspected or Not Present and the rest of that section stays out of the way

On web and mobile, choosing Not Inspected or Not Present now collapses the follow-up questions and required notes for that subcategory. Your answers stay saved. Open Show details if you need them again.

Added

• Collapsed Not Inspected sections — Follow-up questions and required notes hide as soon as Inspection Status is Not Inspected or Not Present. Show details brings them back for this visit without clearing anything you already entered.
• Progress skips those follow-ups — A collapsed section no longer blocks completion or the jump to the next unanswered question.

Changed

• Report preview and PDF — Not Inspected and Not Present sections still print Inspection Status, plus any follow-up you actually answered. Blank follow-ups, and photos attached only to those blanks, are left out.

Fixed

• Polish and reliability improvements across the inspection editor, on-screen report, and PDF for Not Inspected and Not Present sections.

This release is about moving past sections you did not inspect without losing the answers you already wrote.

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Bring a Horizon library into SwiftReporter, and open the template you actually use

You can import a Horizon outline instead of rebuilding it, and the template library on web and mobile now leads with the template selected for new inspections.

Added

• Horizon template import — On Templates, Import takes a Horizon base library (horizon.json) and a company export and creates the template plus its comment library. Residential and commercial outlines can come through in the same import.
• Getting started walkthrough — A new account gets a practice inspection and a short walkthrough on Complete Report so the first report is not a blank page.

Changed

• Template library — Web and mobile show the currently selected template, filter the list by category and subcategory, and open the editor on its own page.

Fixed

• Horizon import — The import stays open until the write finishes, and default Horizon categories are included with the company export.
• AI Assist Analyze — Analyze waits until the capture session has audio, so a photo-only session is not sent through as if it had been dictated.
• Polish and reliability improvements across Horizon import, the template library, and the getting-started walkthrough.

This release is about switching from Horizon without starting over, and finding the right template faster.

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Put your license on the report, and check the TREC status box that matches the inspection

Your profile now has a license number, and TREC PDFs use it. Status checkboxes on those PDFs follow the answer you saved.

Added

• License number — Web and mobile profiles include a License Number field. TREC PDFs print that number on the inspector certificate line.

Changed

• Mobile comment lists — When you pick a note or comment during an inspection, comments from the current template load first, and the list stays capped so large libraries stay responsive.

Fixed

• TREC status checkboxes — The PDF checks Inspected, Not Inspected, Not Present, or Deficient from the saved status, including short codes, so Not Inspected no longer marks Inspected.
• iOS voice notes — Speech recognition on iOS was updated so dictation starts reliably.
• Polish and reliability improvements across TREC PDFs, profile details, and mobile comment pickers.

This release is about the details that show up on a Texas report and the lists you use while you are still on site.

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Keep unfinished jobs out of the way, skip sections that do not apply, and preview a template before you use it

This release is the current working version on web and mobile. You can archive test or finished inspections, leave optional template categories out of a given job, and walk a template as an inspector would without creating an inspection.

Added

• Archive and restore — Move inspections off the Active list from the list or the inspection hub. Find them under Archived (sidebar, account menu, or Active | Archived on Inspections) and restore any time. Dashboard Recent Activity stays active-only.
• Permanent delete (owners) — After an inspection is archived, the owner can permanently delete it (typed name on web; extra warning if it is published, paid, or shared). This removes observations and media, unlinks appointments, invoices, and contracts, and is not available offline or from Active.
• Optional sections — Mark a category Optional on a standard template (and optionally exclude it by default). Inspectors uncheck sections that are not part of this job when creating an inspection and later on Complete Report (web) or the inspection hub (mobile).
• Template Preview (web) — Switch Mode to Preview on Templates to see the inspection checklist. Add Note and Add Observation are visible but not clickable. Nothing is saved and no inspection is created.

Changed

• Category-level observations — On a standard template, a category with no subcategories can hold findings. Those observations and their photos appear in the on-screen report and the PDF. TREC still requires a subcategory.
• Report readiness warning — Before you generate, share, or complete, SwiftReporter can warn about blank observations, placeholder titles, a missing inspection date, unsynced photos, or pending Assist suggestions. You can continue anyway or review first.
• Appointment cancel — Cancelling an appointment archives the linked inspection and points you to Archived on the Inspections page.
• Purchase checkout — Stripe promotion and discount codes are accepted on subscription, seat, and report-credit checkouts.
• AI Assist Analyze — Analyze stays off until timeline media has real IDs (or the session is text-only). Upload and video processing do not block Analyze.

Fixed

• HTML report photos — Preview still loads photos when the filename contains spaces.
• Observation videos — Videos keep their thumbnail instead of staying stuck on Uploading with a missing image.
• Polish and reliability improvements across archive, optional sections, template preview, and report generation.

This release is about keeping your list clean, matching the report to the property, and checking a template before you take it on site.

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Talk your way through an inspection, then review every suggestion before it reaches the report

AI Report Assist lets you capture spoken findings and photos as you walk the property, then turn them into drafted observations you approve one at a time. This release also brings HomeGauge template import, so switching software no longer means rebuilding your library by hand.

Added

• AI Report Assist — Start a capture session on an inspection, dictate findings with audio or video, and add photos as you go. When you are ready, run Analyze session and SwiftReporter drafts observations from what you captured — matching your existing comment library first and writing a summary when there is no match. Nothing reaches your report until you approve it.
• Assist review queue — Work through drafted findings one at a time with full editing: adjust the wording, set category, subcategory, severity, and location, and assign the photos and videos that belong to each finding. Approve writes the observation; reject discards it.
• AI Assist Bulk Upload — Upload a batch of videos and photos straight from your device and let Assist draft observations from the whole set instead of processing clips one by one.
• HomeGauge template import — Upload a HomeGauge .ht5 file to create a SwiftReporter template along with its full comment library. Report sections, categories, subcategories, condition checkboxes, dropdowns, notes, and defect comments all carry across.
• Inspections card on the mobile home screen — Jump straight to your inspections list without opening the menu.

Changed

• Quote Calculator on mobile — Now available to every signed-in inspector. It opens instantly with sensible defaults while your saved rate profiles load in the background.
• Multi-shot web camera — Capturing photos for an observation, question, or note now keeps the camera open so you can take several shots in a row and add them all at once. Cover photos remain a single shot.
• Android photo library access — Picking existing photos and videos now uses the Android system photo picker, so SwiftReporter no longer needs broad access to your entire media library.
• Square Appointments integration removed — SwiftReporter Appointments is now the single scheduling path. Existing appointments and scheduling settings inside SwiftReporter are unaffected.

Fixed

• Echo while recording video on web — The live preview is now muted during recording, so narrating a clip no longer produces feedback through your speakers.
• Checkbox answers on shared reports — Answers saved by older versions of the app now display correctly in shared and published reports instead of failing to render.
• Mobile menu scrolling — The sidebar scrolls when there are more menu items than fit on screen.
• Polish and reliability improvements across dictation, media upload, and the template import flows.

This release is about getting findings out of your head and into the report faster — while keeping you the one who decides what the report actually says.

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Self-service scheduling and practical setup tools for inspectors

Customers can now book available inspection times online, while inspectors gain a Tools hub for pricing estimates and observation-summary preferences.

Added

• Public Booking — Share a booking page, configure business hours, booking windows, buffers, and daily limits, collect customer details, confirm bookings by email code, and create normal appointments ready for inspector follow-up with inspections and agreements.
• Tools hub — Open the inspector utilities available to your account from one place on web or mobile.
• Quote Calculator — Build itemized standalone fee estimates from saved inspection-type profiles and property, travel, and workload inputs.
• Custom Prompts — Save personal tone and style preferences for future observation summaries and preview the result without writing to an inspection.
• Glossary — Manage up to 300 private terms, import or export CSV files, review conflicts, and preview which matched terms guide a summary.
• Getting Started example template — New standard accounts begin with an active, editable example inspection template that demonstrates categories, questions, observations, photos, and audio.

Changed

• All-in-One Trial — New accounts receive 30 days of full access with unlimited watermark-free reports and Back of House, but no free report credits. Mobile shows trial status and the end date, while billing and upgrades open through Manage Account on Web without displaying prices.
• Public booking to portal — Customers who verify a booking can go straight to the portal without another login. Inspectors can preview the customer portal and return to their account.
• Observation summaries — Saved Custom Prompt preferences and matching Glossary terms can guide future summaries while remaining separate from inspection facts.

Fixed

• Booking conflicts — If a selected slot is taken before confirmation, customers are prompted to choose another time instead of creating a conflicting appointment.

This release helps customers schedule faster and gives inspectors more control over pricing and report language.

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Find comments faster with partial search, plus template editor reliability fixes

Version 1.10.0 makes the comments library much easier to search on large libraries, fixes a frustrating Template Settings typing bug on custom severity labels, and polishes template-editor scrolling on web.

Changed

• Smarter comment library search — Search now uses partial, multi-term matching across title, description, recommendation, and section names, so abbreviated out-of-order queries like ext rail low can find the right comment even when the words are spread across the title and category. When you enter search text, SwiftReporter scans your full accessible library before paginating results, so matches are not hidden behind the first browse page.
• Comment search on mobile — The mobile comment list and in-inspection comment pickers use the same partial matching, so inspectors get consistent search behavior in the field.
• View Report navigation — Table-of-contents and deep-link scrolling on the read-only report viewer now lands more reliably on the target section, category, subcategory, or observation.

Fixed

• Custom severity label inputs — Renaming Low, Medium, and High display names in Template Settings no longer scrambles or drops characters when you type quickly. The three label fields save after a brief pause (matching template title and description), and switching templates reloads the correct saved labels.
• Template editor scroll after add — Adding a new section or category on the Templates page now scrolls the page so the new row is visible above the add controls instead of leaving it off-screen.
• Polish and reliability improvements across comment search, template settings, and the report viewer.

This release is a focused quality pass — especially for teams with large comment libraries who search by shorthand or section abbreviations during inspections.

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iPhone HEIC photos in PDF reports, plus a round of reliability fixes

Version 1.9.0 makes iPhone photos a first-class citizen in PDF reports and ships a broad set of behind-the-scenes reliability and security improvements so inspections, photos, and notifications keep flowing on big jobs.

Added

• iPhone (HEIC/HEIF) Photo Support in PDF Reports — Photos taken in Apple's default HEIC/HEIF format on modern iPhones are now automatically converted to JPEG when the PDF report is generated, so iPhone-shot photos render correctly in the final report instead of appearing missing or broken.

Fixed

• More reliable photo pipeline — Strengthened the upload-to-PDF photo pipeline so iPhone photos and large image batches process more consistently end-to-end.
• Steadier audio uploads and transcription — Audio recordings handle slow or congested connections more gracefully, and failed transcription state is now preserved so retries pick up cleanly instead of silently dropping work.
• Smarter customer enrichment on appointments — Appointments now resolve every linked customer even on busy days, instead of cutting off after a fixed limit.
• Sturdier Square integrations — Square sign-in and bookings recover faster when tokens expire, with safer error handling so a single bad token no longer stalls the integration.
• Polish and reliability improvements across the inspection editor, PDF generation, notifications, and Google Drive media imports.

This release is mostly a quality and trust pass — iPhone photos that "just work" in PDFs, plus the kind of fixes you don't notice because nothing breaks.

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Report Sections, Left TOC, and Richer Media

Version 1.8.0 makes long reports easier to navigate and longer templates easier to author. Report Sections group related categories for screen and print, a left-hand table of contents reshapes the web report editor, and inspectors get drag-and-drop reordering across photos and videos — plus a new Marine Pre-Purchase Condition & Value prebuilt.

Added

• Report Sections — An optional grouping above categories that organises related categories under a shared title for both on-screen reporting and the printed PDF. Enabled from Template Settings and authored in the main template editor; web supports drag-and-drop to reorder sections and move categories between them, and mobile offers the same model with containers, an Add section action, and a per-category picker with move arrows. Section titles also appear in completion, preview, and the table of contents.

• Left Table of Contents on web — Report completion now uses a left-hand table of contents modeled on Preview, with a dockable layout on desktop. In very large reports, jumping via the TOC scrolls straight to the target and expands only that category instead of cascading through everything in between.

• Reorder Photos and Videos by Drag-and-Drop — Inspectors can rearrange photos and videos within a media grid and drag them between grids on web. Mixed photo and video order is preserved, the custom order is honored in the on-screen report and the generated PDF, and drag is disabled on read-only views and while uploads are still in progress.

• Videos on Questions and Required Notes — Videos can now be attached to question- and required-note-level grids in addition to observations, subcategories, and cover pages, and flow through to the generated report and read-only viewer in the right place.

• Web Camera Digital Zoom — The in-app web camera supports always-available digital zoom for photo capture, with a quality warning at higher zoom levels. Zoom controls are hidden during video recording.

• Full-Screen Web Photo Camera — The web camera for photo capture now opens as a full-screen experience instead of nested inside a category card.

• Required Notes — Add Note path — Template authors can allow an Add Note action on a required-note group so inspectors can search the library or create a new note inline and still satisfy the requirement.

• Required Notes — Text type — A new required-note variant blocks subcategory progress until the inspector writes a free-text note, complementing the existing pick-from-list modes.

• Note — Hide Title option — Library notes can now carry an optional Hide Title setting that suppresses the title in both the on-screen report and the generated PDF (default off).

• Marine Pre-Purchase Condition & Value prebuilt — A new marine prebuilt built around Report Sections, with narrative-heavy areas modeled as required-notes groups that allow the Add Note path, and a companion notes spreadsheet organisations can bulk-import into their comments library for ready-to-use marine language. Changed

• Smarter Observation Summarize — Summarize now auto-saves the observation and its linked media before running, and exits immediately when there is nothing meaningful to summarise. The same action is now exposed on mobile with matching behavior.

• Polished summary wording — Observation Summarize output now reads as finished report prose: impersonal, present-tense, industry-aware, and written in the voice of the active template so marine summaries read like a marine surveyor and residential summaries read like a home inspector.

• Section-aware table of contents — The table of contents on web now navigates to Report Sections as well as categories and subcategories, in both the completion flow and the template editor.

• Responsive template editor — Adding or removing sections, categories, and subcategories now shows a clear busy state while the change is saving, and newly added sections or categories scroll into view right above the add controls on both web and mobile.

• Mobile section moves — The mobile template editor now lets authors move a category across section boundaries with up/down arrows, place a category into an empty section, and offers section-header options for Move Section Up, Move Section Down, and Remove Section.

• More reliable notes in the PDF — Required-notes blocks, manually selected notes, and note-type answers now render more reliably in the generated report PDF.

• Section-aware bulk comment import — Bulk comment import into templates that use Report Sections now shows destinations as Section — Category in the picker so the target is unambiguous, and makes the end-to-end routing of each imported row more reliable.

• Faster prebuilt template browsing — The prebuilt template library now loads lightweight previews in the catalog and fetches the full template only when one is selected.

• Smarter AI assistants — The Template AI assistant and the Comments AI assistant now stay better aligned with the options your template actually supports, including locked-template rules, so suggestions are easier to accept without cleanup.

• TREC PDF photo coverage — TREC PDF reports now render every photo attached to a subcategory or observation (not just the first), with a touch more spacing above the observation title so dense grouped content stays readable.

Fixed

• Polish and reliability improvements across the report editor, template editor, media grids, PDF output, and customer portal.

This release focuses on structure, navigation, and polish — making long reports easier to compose and read, and longer templates easier to maintain.

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Marine Surveys, Inline Notes, and Smarter Templates

Version 1.7.0 expands SwiftReporter beyond home inspections with full Marine Survey support, adds inline notes and per-question photos to templates, and rebuilds the bulk comment import wizard around AI-assisted review.

Added

• Marine Surveys - A new industry vertical for marine surveyors. Set a template's industry to Marine Survey to get marine-aware AI prompts (defect identification, category assignment, comment matching, and the AI Template Wizard), a Marine Survey option in the AI Wizard inspection-type picker, and a Vessel Identifier field that replaces the property address on the PDF cover bar and running header on marine inspections.
• Default Industry Preference - Account settings now include a Default Industry option (Home Inspection or Marine Survey) that pre-selects the industry for new templates and the AI Template Wizard.
• Inline Notes in Templates - A new Note question type adds static guidance text - instructions, warnings, or context - inline with questions in the report, with no answer field.
• Photos on Questions and Notes - An Allow photos toggle on individual template questions and inline notes lets inspectors attach photos directly under that specific question or note, in addition to the existing observation and subcategory photo grids.
• Smart Bulk Comment Import - The Import Comments wizard now opens with an AI-powered upload summary, routes correctable rows through a guided Fix Issues step, and groups category and subcategory mismatches so AI suggestions and manual picks are made once per unique value instead of row-by-row.

Changed

• AI quality and reliability - AI summarisation, photo analysis, comment-library matching, AI Comment Agent, AI Template Wizard, and Google Drive media processing have been overhauled for better accuracy on large jobs.
• Smoother comment search load-more - Comment search now uses a unified multi-scope pagination cursor so paging across personal, team, and template-scoped comments is more consistent.
• Faster team-shared access - Team-shared comments and audio recordings now resolve permissions via their own team-id for faster access, with a fallback that still authorises older records.
• Cleaner template editors - Template editors hide the new Note option and per-item Allow photos controls in form-PDF and locked templates where they don't apply.

Fixed

• Bulk comment import duplicates - Fixed a duplicate-detection bug where some existing comments were re-imported (originally patched in 1.6.1).
• Subcategory photo leak - Subcategory photos no longer leak between subcategories in certain inspection views.

This release focuses on broadening industry reach with marine surveys while making templates richer and bulk comment imports significantly easier to manage.

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Forms, Signatures, and Inspection Flow

Version 1.5.0 brings forms, signatures, and contact-driven workflows closer together so more of the job can be handled from the inspection itself.

Added

• Form PDF templates - Upload blank form PDFs to a template, place answers, checkmarks, shapes, signatures, initials, and date fields, then attach those completed supplemental forms to individual inspections.
• Inline inspection signing - Inspectors can now sign and download or sign and share directly from the inspection page, while portal viewers get dedicated signing and signed-PDF download actions.
• Improved contract sending tools - Contract cards now support template-based sending, contact-role recipient selection, resend actions, and edit-and-resend flows while preserving previous contract history.

Changed

• More connected inspection workflows - Shared-report and inspection flows now tie contacts, contracts, forms, and signed PDFs together more directly in a single job process.
• Safer legacy contact conversion - Converting older client records into contacts now helps users correct invalid phone numbers before saving.

This release focuses on reducing handoffs between tools so inspection teams can manage related documents and signatures with less friction.

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Faster Access Across Jobs and Reports

Version 1.5.1 improves day-to-day speed across inspection work while adding invoice management on mobile for teams handling billing away from a desk.

Added

• Mobile invoices dashboard - Back of House users can now open Invoices on mobile to review unpaid balances, search invoice history, and create or manage invoices once Stripe Connect is configured on the web.

Changed

• Faster loading across major screens - Inspection, report, photo, comment, template, and shared-inspection screens now load more efficiently on both web and mobile, especially for larger jobs and longer reports.
• Smarter signed PDF downloads - Report download flows now prefer the latest signed PDF when one is available, while still falling back to the standard generated report when needed.

Fixed

• Tighter unpaid report preview rules - Main-report PDF previews now stay more reliably in preview mode for unpaid free downloads while preserving the expected behavior for paid, signed, and form-PDF outputs.
• More reliable viewer signing resolution - Viewer signing and signed-PDF downloads now resolve against the correct authorized signing record more consistently.

This release focuses on responsiveness and reliability, helping teams move faster while keeping signing and download behavior predictable.

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Version 1.6.0 brings full video support to Swift Reporter. Inspectors can now record, edit, and share videos alongside photos throughout the entire inspection workflow — from capture to report delivery.

Added

• Video Support — Add videos to observations, subcategories, and cover pages alongside photos. Videos appear in the media grid with thumbnail previews and a play overlay.
• Video Capture — Record video directly from the camera on both mobile and web with a tap-to-record interface, countdown timer, and a 60-second maximum duration.
• Video Trimming and Editing — Trim videos to the desired length, set a custom thumbnail frame, and add a title before or after uploading.
• Videos in Reports and Portal — Videos play inline in the digital report and customer portal with adaptive streaming. PDF reports include video thumbnails that link directly to the portal for playback.
• Video Storage Dashboard — A new storage card in account settings shows how much video storage is used and available on your plan.

Changed

• The photo grid now displays both photos and videos in a unified, sorted view.
• All subscription tiers include video storage — Free gets 10 GB, Basic and Pro get 50 GB, and Teams get 50 GB per seat in a shared pool.

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Teams Mode

Version 1.4.0 is a major release focused on collaboration, compliance, and customisation.

Teams Mode

• Multi-inspector organisations — Create an organisation and invite inspectors with email-based invitations
• Seat-based licensing — Manage seats and subscriptions from the org management page
• Role management — Owner, Admin, and Member roles with appropriate permissions
• Inspector assignment — Assign inspectors to inspections and appointments
• Primary Inspector — Designate the inspector whose profile and signature appear on PDF reports
• Shared org-wide templates — Templates and contract templates shared across the organisation
• Billing overview — Subscription renewal date displayed on the billing card and account page

E-Sign Completed Inspection

• Send a completed inspection report for e-signature via DocuSeal directly from the inspection detail page

Mobile App Improvements

• Save photos to Comment or Note — Choose where observation photos are saved when capturing from the camera
• Save photos to device — Save inspection photos directly to your device photo library

Custom Observation Severity Names

• Rename the default severity tiers (Low / Medium / High) to match your report style
• Custom labels propagate throughout the report editor, PDF output, and mobile app

Changes & Fixes

• DocuSeal email format updated for cleaner e-signature request presentation
• Login error messages now clearly distinguish wrong password, unverified email, account not found, and rate-limiting states
• Forgot Password email link updated to direct users to the correct reset flow
• Photos captured on mobile now transfer reliably to the desktop web app
• App performance improved on poor or intermittent internet connections

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The SwiftReporter Business Suite

Version 1.3.0 is the biggest release in SwiftReporter history. Run your entire inspection business from one platform — from scheduling the appointment through collecting payment and delivering the report.

Appointments & Calendar

• Full calendar with Day, Week, Month, and List views
• Drag-and-drop rescheduling and event resizing directly on the calendar
• Today view for day-of readiness with status badges for payments and contracts
• Automatic notifications when appointments are created, rescheduled, or cancelled

Contacts (CRM-lite)

• Centralized contacts for customers and business contacts (agents, sellers)
• Role-based assignments per inspection — primary customer, additional customer, agent, and more
• Duplicate detection and merging to keep your contact list clean
• Multi-email and multi-phone support with E.164 phone normalization

Invoices & Payments

• Stripe Connect — funds go directly to your bank account
• Create and send invoices with secure embedded payment pages
• Configurable payment policies — full upfront, deposit, or pay-before-start
• Payments dashboard with monthly/yearly summaries and open invoice tracking
• Automated payment enforcement — alerts to you and your customer when payment is due before the inspection starts

Contracts & E-Sign

• Contract template builder powered by DocuSeal — upload PDFs, add signature fields, configure signer roles
• Send contracts for signing from any appointment or inspection
• Per-signer status tracking — see who has viewed, started, and completed signing
• Signed PDF storage linked to the inspection record
• Signed-copy delivery to designated receivers (e.g., agents)

Notifications & Reminders

• Email and push — automated confirmations, reminders, and escalation alerts
• Role-aware messaging — customers receive action-oriented language; agents receive status updates
• Configurable reminder timing and per-role notification routing
• Audit logging for every notification sent

Customer Portal

• OTP login — customers access their portal with a one-time code, no password needed
• Dashboard showing upcoming appointments, outstanding invoices, and pending contracts
• Pay invoices and sign contracts directly from the portal
• Download inspection reports when available (with optional payment and contract gating)
• Inspector contact info always accessible

This release transforms SwiftReporter from a report-writing tool into a complete business platform for inspection professionals.

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Mobile app parity

Version 1.2.0 brings the mobile app fully in line with the web app, so the experience is consistent across devices.

What’s new

• Mobile app parity – Mobile is now aligned with the web app.
• Modern theme update – Updated UI to the modern design system.
• Better small-screen UX – Improved mobile layout and styles.
• AI Wizard cancel – You can cancel the AI Template Builder Wizard mid-flow.

This release focuses on consistency, polish, and better control during template creation.

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AI Template Builder Wizard

Version 0.8.0 introduces a faster, more guided way to build and evolve templates with AI-assisted tooling.

Key Features

• AI Template Builder Wizard – Create and structure templates with a step-by-step AI-assisted flow.
• Template Agent – Make template changes with guided assistance, helping refine categories, subcategories, and content more reliably.

Square Integration

This release adds end-to-end Square integration to streamline scheduling, client intake, and payments.

• Square scheduling, payments, and contracts – Manage core customer workflow through Square.
• Link inspections to Square bookings – Connect inspections to bookings for better tracking and organization.
• Start inspections from Square bookings – Create an inspection from a booking and automatically include the customer information in the inspection.

Removed

• PDF Template Import tool – Removed in favor of the new agent approach, which is more flexible and reliable.

This release focuses on improving template creation and tying the inspection workflow more closely to booking and payment systems.

The Template wizard is a great way to start a template from scratch. Our AI will take the information you provide it, and search the web for supporting documentation, example reports, and required regional rules as needed, then build that into a template in SwiftReporter. For the best results, tell it exactly what you want.

The Template Agent is a new sidebar in the template edit screen. You can ask this agent anything about templates, and it can make any change to a template that you can. You can ask it to do anything from writing questions and answers, to changing formatting and ordering. You review the changes it suggests before they are saved, so you stay in control.

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Photo & Annotation Reliability

Version 0.8.1 brings critical improvements to how photos and annotations are handled, ensuring a robust experience even with poor or offline connectivity.

Key Improvements

• Intelligent Photo Loading – The app now smartly resolves between local and cloud versions of your photos to ensure the highest quality image is always displayed without delay.
• Enhanced Offline Support – Photos and annotations are now more reliably saved and synced, preventing data loss when working in areas with spotty connection.
• Optimized Annotation Saving – The process for saving annotations has been streamlined to happen in the background, allowing you to continue working immediately.
• Cover Photo Reliability – Fixed issues with cover photo display and fallback handling to ensure your reports always look professional.
• Optimistic UI Updates – Photo deletions and changes now reflect instantly in the app interface while syncing happens in the background.

This release focuses on stability and reliability, ensuring your data is safe and accessible when you need it most.

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Faster Reporting with Quick Add

Version 0.7.0 focuses on speeding up everyday report writing by making your most-used content instantly accessible.

Key Features

• Quick-add comments and notes – Pin frequently used content so you can drop it into observations with a single click.
• Context-aware suggestions – See smart recommendations based on the current category and subcategory you are editing.
• Usage insights – Visual usage statistics show how often each comment or note is used, helping you refine your library over time.

Refined Editing Experience

• New subcategory content architecture – A more modular component structure keeps complex reports organized and easier to maintain.
• Improved dropdown components – Custom triggers and better interactions make navigation smoother throughout the editor.

Smarter Comment Search

• Template-prioritized results – Search now prioritizes comments from your active templates so the most relevant content appears first.
• Optimized performance – Searches are limited to your most-used comments to keep results fast and focused.
• Enhanced search modal – Better filtering, pagination, and layout make it easier to find the exact comment you need.

This release is all about speed and clarity, helping you move through complex inspections with fewer clicks and more confidence.

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Version 0.6.0 introduces collaborative reporting with secure web-based sharing capabilities. This update transforms how inspection professionals share their work with clients and stakeholders.

‍Key Features:Web Report Sharing - Send email invitations to share inspection reports securely with clients and team members**.**

Shared Inspections View - Recipients get a dedicated read-only view with full access to report details and media.

‍Enhanced PDF Performance - Significantly faster PDF download speeds for quicker report delivery.

‍Improved Media Security - Robust session cookie authentication ensures images and media display correctly in shared inspections across all environments.

‍Seamless Authentication - Automatic session management keeps users authenticated without interruption.

This release focuses on making collaboration effortless while maintaining the security and performance inspection professionals demand. Share reports with confidence and deliver results faster than ever before.

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New Recommendation Mapping System

We've completely revamped the Spectora template import process to make it more user-friendly and powerful. The new multi-step import workflow now includes:

• Recommendation Mapping: Automatically detect and map recommendation placeholders in your Spectora templates
• Pre-filled Suggestions: Smart defaults for common professional types like electricians, plumbers, HVAC technicians, and more
• Guided Setup: Step-by-step process to ensure all recommendations are properly configured before import

This enhancement makes importing Spectora templates much more efficient and ensures that all your recommendations are properly formatted and ready to use in your inspections.

Enhanced Security and UI Improvements

We've also made several important improvements to the user interface:

• Password Icon Visibility: Fixed password reveal icons to maintain consistent color across all themes
• Severity Management: Improved severity value mapping in reports and observations for better organization
• Template Information: Inspection lists now display template information for better context

These changes provide a more polished and professional experience while maintaining the reliability you expect from Swift Reporter.

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Google Drive Bulk Upload Integration

Version 0.5.0 brings a major productivity enhancement with Google Drive bulk upload functionality for inspections. This update streamlines the process of importing multiple files and data into your inspection workflow.

Key Features:

• Google Drive Bulk Upload - Import multiple files and data directly from Google Drive into your inspections
• Progress Tracking - Real-time updates and progress indicators during bulk upload operations
• AI Generation Indicators - Visual indicators showing AI-generated content vs. saved comments in observations
• Template Synchronization - Improved comparison and synchronization between inspection templates and source templates
• Enhanced Auto-save - Better observation editing with smarter auto-save functionality that only saves when changes are detected

This web application update focuses on improving efficiency for inspection professionals who need to process large amounts of data quickly and accurately.

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Camera Functionality

You can now capture photos directly within the web application, eliminating the need to upload photos from other sources.

Template Editor Improvements

• Better user experience with enhanced editing tools

• Improved workflow for template creation and modification

Photo Handling

• Enhanced cross-platform photo compatibility

• Improved photo processing and optimization

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Welcome to Swift Reporter

We're excited to introduce Swift Reporter, the comprehensive inspection reporting platform designed to help professionals create detailed, professional reports with ease.

Initial Features

• Basic application framework

• Development tooling configuration

• Foundation for future enhancements

Getting Started

This initial release sets the groundwork for all the powerful features to come. Stay tuned for exciting updates!

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Development Environment

Established a robust development environment with all necessary tools and configurations for efficient development and testing.

Project Structure

• Clean, scalable project architecture

• Organized file structure for maintainability

Deployment Pipeline

• Automated build and deployment processes

• Quality assurance and testing integration

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Core Inspection Features

This major release brings the core inspection functionality that makes Swift Reporter powerful and easy to use for professional inspectors.

Template System

• Basic template system for customizing your reports

• Foundation for advanced template features

User Authentication

• Secure user authentication and account management

• Firebase deployment configuration

• Testing framework setup for reliable development

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Integrated Account Management

All account management features are now integrated into the main application, providing a seamless user experience without external redirects.

User Dashboard

• Dynamic user data display

• Recent activity dashboard for workflow tracking

• User menu with easy access to all account features

Navigation Improvements

• Enhanced navigation consistency

• Improved user interface design

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Full Web Platform

Swift Reporter is now fully functional on the web, bringing all inspection capabilities to your browser with the same powerful features you love.

Template Editor with PDF Upload

• Upload PDF templates and convert them to editable formats

• Enhanced template creation workflow

Responsive Design

• Improved responsive design for all screen sizes

• Better mobile and tablet experience

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Detailed Inspection Forms

New dynamic country and state input fields make it easy to create location-specific inspection reports with accurate geographic information.

Improved Photo Viewer

• Enhanced user experience with better navigation

• Optimized photo display and interaction

Template Management

• Comprehensive template management system

• Refined photo annotation system for better precision

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AI-Powered Features

• Automatic audio transcription for voice notes

• AI-powered observation summarization to create professional descriptions

Photo Annotation System

Add drawings, annotations, and callouts directly to your photos with our comprehensive annotation tools, making it easier to highlight issues and provide clear explanations.

Enhanced Template Editor

• Drag-and-drop functionality for easier template creation

• Improved user interface for better workflow management

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Report Completion Workflow

We've streamlined the entire report completion process, making it easier to finalize and deliver professional inspection reports.

PDF Download

• Generate and download professional PDF reports

• Optimized formatting for print and digital distribution

Template Library

• Pre-built template library for quick setup

• Redesigned template creation interface for better usability

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Light Theme Support

Swift Reporter now offers a beautiful light theme option, giving you the flexibility to choose the interface that works best for your environment.

Color Customization

• Full color customization capabilities

• Dynamic theme switching between light and dark modes

Bug Fixes

• Resolved pre-rendering issues

• Fixed various linter errors for improved code quality

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Help Modal System

We've introduced a comprehensive help system to guide you through every feature, making Swift Reporter easier to use than ever.

Enhanced Reports

• New observation and summary sections provide better report structure

• Enhanced explanations throughout the interface

Mobile Improvements

• Restored mobile download functionality for seamless report access on any device

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Report Customization

You can now disable the cover page and table of contents in your reports, giving you more control over the final document structure.

Enhanced Security

• Support for additional special characters in passwords

• Improved authentication security measures

User Experience Improvements

• Simplified signup process with reduced required information

• Minor styling improvements across the application

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Comments and Notes Integration

Your inspection reports now include comprehensive comments and notes, making it easier to provide detailed explanations and context for your findings.

Template Enhancements

• New dropdown question type for more flexible template creation

• Enhanced help messaging for comment additions

System Improvements

• Removed problematic API routes that were causing compatibility issues

• Improved overall system stability