Inventory
- Added Custom Hashtags and made hashtag locking carry tags over to newly created items.
- Redesigned the Edit Item dialog with a left-navigation section layout, and tidied its Notes & Documents tab.
- Added Color, Material, Style, Specs, and UPC fields to AI item identification.
- Added photo import from spreadsheets and a general document parser to Batch Item Upload, and enabled bulk import of XactContents estimates via spreadsheet.
- Automatically assigned bulk-uploaded items to rooms based on their folder structure.
- Brought the insurance-adjuster inventory view to parity with the main inventory.
- Added hashtag view and edit to the web Edit Item dialog, with search and scrolling when an item has many hashtags.
- Added a "No Label" filter and a Content Category column to the inventory view and made AI insight pills clearly interactive.
- Let organization admins view deleted inventory items (read-only).
- Added a progress bar to batch delete, kept the inventory sort menu open during live updates, and relabeled the replacement Quantity field to Pack Size.
- Showed the preferred image as the thumbnail in the archived jobs gallery and improved the Inventory empty state with prominent actions.
- Stopped showing the deprecated cost range as an item price and showed pack size as "/ n" in quantity fields.
- Fixed duplicate detection incorrectly flagging items created via Duplicate.
- Fixed bulk image upload freezing on a single hung file and surfaced per-file upload failures instead of silently stalling.
- Fixed a "No Room" batch-edit data bug and refurbished the batch-edit dialogs.
Chain of Custody
- Added rotate-90° and reuse-existing-prefix options to the web Create Labels dialog.
- Added natural sorting to the custody label search list.
- Improved box and tag color and item-icon consistency across web and mobile.
- Grouped print settings into a dedicated Printing section, with an organization setting to hide print functions.
- Added a square Avery 5164 (6-per-sheet) QR label layout.
- Added a Clear Selection button and made custody batch-edit selection clear reliably.
Estimates
- Added a multi-mode indicator to the Valuation view.
- Added an organization setting to run AI pricing only on non-salvageable items.
- Surfaced the reason for a pricing failure directly on the pricing views.
- Reworked Instant Estimate with a full-screen mobile experience, Xactimate codes, and web parity.
- Added a standalone per-job valuation settings dialog covering tax, pricing, and vendor price-segment filtering.
- Automatically re-ran pricing when an item's pricing-relevant fields were edited.
- Improved AI pricing with parallel multi-vendor sourcing, more retailers, and a live progress bar.
- Added an image viewer, an explicit Select button, and 1–9 hotkeys to Select Replacement.
- Added a scrollable image carousel to the Valuation single-item view.
- Added line-item-number search to the Valuation filter and a label-type filter to the Select Structured Code dialog.
- Let users pick a price for visual items that fall back to Like-Kind-and-Quality shopping.
- Grouped valuation table batch operations into an Edit Rows dropdown, and added vendor and brand sorting to pricing options.
- Added the ability to extract a submitted replacement from an uploaded receipt or invoice.
- Locked vendor preferences to organization owners.
- Fixed job pricing and valuation settings being overwritten by full-settings saves, and fixed replacement selection not applying on some items.
Reports
- Added a before/after split for job and room photos in photo reports.
- Added Room as a column option for Custody reports.
- Added an item-number column and item-number ordering to the web inventory export.
- Added include-links and selected-only options to inventory and custody exports.
- Added Excel export for Job Dashboard cards and an XLSX export of the organization performance dashboard.
- Added a Generate Report quick action with an email-to-customer option.
- Attached the Valuation PDF report to XactContents exports.
- Disabled the Valuation tab export for locked accounts.
- Standardized room sort order across all reports.
- Added an Email Report option to the Reports tab, with an optional customizable message.
- Added textile-label filters, a labels-with-no-items option, and a show/hide summary toggle to photo reports.
- Added an option to flatten the Download Photos ZIP.
- Added storage-location export to CSV/spreadsheet and carrier spreadsheet templates for the Standard Format export, and surfaced the Total Loss Carrier Spreadsheet as a main report type.
- Showed box size in salvageable report section headers and improved box consistency in item-table reports.
- Logged Xactimate exports in the reports log, and hid PDF-only options when XLSX is selected.
- Fixed reports that could get stuck "generating" forever.
Mobile App
- Added a capture grace period and a Last Item recall chip to mobile capture.
- Added the ability to dismiss the keyboard while scanning restore labels.
- Enlarged the Comments and Details icons and the Custody toolbar buttons on iPad.
- Revamped the mobile item edit screen with Identity, Logistics, and Value tabs.
- Added room-scoped notes and admin/owner member management to the mobile app.
- Added a shutter-button loading spinner for all item types, a capture thumbnail in multi-item mode, and place of purchase to the capture detail dialog with easier keyboard dismissal.
- Let users pick the camera lens (zoom out) on room photos, select No Room in the item room picker, and set item quantities up to 999.
- Required typing "delete" to confirm account deletion.
- Fixed video uploads crashing on iOS, and fixed deleting from the full-image preview.
Job Documentation
- Added an empty-state call-to-action and a scope-notes placeholder to the Rooms view.
- Improved AI photo-metadata generation to handle very large rooms reliably.
- Added Forms support to the mobile app, with a Documents subtab and per-job send/sign.
- Limited room media to 200 items, and warned that job and room media do not create inventory.
- Flagged documentation photos that are actually item photos.
- Let policyholders add rooms to a job.
- Showed a note count per room on the Documentation page.
- Surfaced room scope notes from Instant Estimate on the Capture screen.
- Added per-job inbound email that creates items and job notes.
- Widened the tablet room edit grid to five photos per row.
General
- Expanded the public REST API with custody, storage/warehouse, and report-generation endpoints.
- Released MCP integration v1 with 16 tools spanning jobs, rooms, and items, plus a dedicated setup tab (with server URL and instructions) in the Organization integrations screen.
- Updated the Albi partner integration to ingest Contents-type projects only.
- Added "Coming Soon" partner placeholders to the integrations screen.
- Added an unpriced-item quick action to the Job Dashboard.
- Added a Last Seen column to the organization members list.
- Added a XactNet address field to the user profile.
- Routed the locked-account "Contact Support" button to the in-app chat widget.
- Added beta badges to Restore and cleaning modes, with experimental-mode warnings.
- Added email verification codes to web and mobile signup.
- Let Editor-role users edit jobs.
- Added a per-organization job identifier scheme and support for franchise-controlled custom job statuses.
- Added an organization setting to require a job Address, and an option to disable Multi Mode.
- Added Quick Approve for adjuster-side threshold approval, and a "Share with Vendor" quick link for claims.
- Added MCP tools for organization info and members, and restricted MCP access to organization owners and admins.
- Polished Forms with multi-page scrolling in the signing embed and admin-only sends.
- Sorted rooms alphabetically and consolidated room selectors.
- Renamed customer-facing "User" to "Member" in the web app.
- Added organization plan badges, a plan-limits summary, and Daily/Monthly resolution options on the usage page.
- Sped up the jobs list and dashboard metrics for large organizations.
- Fixed a signup "Insufficient permissions" error when choosing a user type.