Latest Updates

1.8.0

Report Sections and Drag-Drop Media

April 27, 2026

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.
  • CTIA-Compliant SMS Opt-In on the Customer Portal — The portal's SMS opt-in now shows the full compliant disclosure set (program name, message categories, frequency, message-and-data-rates language, STOP/HELP, consent-not-a-condition-of-purchase, and links to Privacy and Terms) with a default-unchecked opt-in checkbox.

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.