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.