Changelog

This release is about money and about owners. The firm can now bill for the work it has recorded, and the owner has a place of their own to watch it from.

Invoices, through QuickBooks

Connect the firm’s QuickBooks company once and map each estate to its customer. Rates are set as organization defaults, with overrides per estate, and each line of an invoice carries a category.

From a finished visit summary, or from the dashboard, raise an invoice and send it. It is created in QuickBooks under the right customer, and Steadwell watches for payment: when the invoice is paid, the status changes on its own. A Billing page lists everything outstanding, each invoice opens to its detail, and every estate gains a Billing tab.

A home for owners

Homeowners get a dashboard and a Your Estate page built around the house rather than the firm’s work queue: the estate in a hero of its own, the latest visit summary, what is coming up, and recent invoices. The Requests page has been pared back for owners to the parts they actually use.

A calendar that moves

Drag a visit to another day to reschedule it, or drag it to the trash to cancel it. A visit can also be cancelled outright from the calendar.

Homeowners can now ask for a visit to be moved or cancelled. The request reaches the firm, where staff approve or deny it, and everyone concerned hears the outcome.

Confidential values on assets

Some things about a house are not for every pair of eyes: alarm codes, lock combinations, gate codes. An asset can now hold confidential values, and revealing one asks you to confirm who you are first.

Two big additions this release. One gives owners a formal way to ask for work. The other gives everyone a way to ask Steadwell.

Requests

An owner who wants something done at the house raises a request. The firm quotes it, the owner evaluates it, staff approve it, and it becomes a task on a visit. Every step lands on a board with columns for each stage, and a card can move backward when plans change or be declined at any point, with a note.

Bigger jobs break into subtasks, each of which can go to a different person and a different visit, with a progress ring on the card until every step is done. Everyone concerned gets an email when a request moves, and a feed under your profile shows what changed while you were away.

The assistant

Open the assistant from the header on any page and ask in plain words. It knows your estates, visits, tasks, and requests, and it answers based on what your role is allowed to see. When you ask it to change something, it shows exactly what it is about to do, by name, and waits for you to approve.

Tap the microphone and speak instead of typing. Turn on Read replies aloud and it answers back, with your choice of voice and speed.

The home screen is yours

Pick which panels appear on your home screen, drag them into order, and size each one. Every member of the firm keeps their own layout.

A home for owners

Homeowners now have a sidebar and home screen built for them. Each estate opens to its latest visit summary, laid out like the email, with a way to step back through earlier visits.

This release is about where and when. Where a task sits in the house, and when the concierge will be there to do it.

A calendar you can plan from

The visit list has become a calendar with day, week, and month views. Every estate has a color, multi-day visits stretch across their days, and the home screen carries a mini month with a dot for each visit. Owners and admins can filter to a single concierge to see one person’s week.

Visits that bend to the week

A visit no longer has to fall on the schedule. Book a one-off visit on any date, pick which library tasks and carried-over work to bring along, and it shows on the calendar marked Unscheduled. Any single visit can be handed to a different concierge without touching the estate’s default, and that concierge sees it on their own calendar and home screen.

Floorplans

Upload a floorplan for each level of an estate and draw the rooms on it. The visit page gains a map: tap a room to see its tasks, step between floors, and find your way through a house you have not seen before. The layout editor lets a floor hold rooms before it has a shape of its own, and warns when the background image has changed under the drawn regions.

The summary as a document

The visit summary email now shows the photos inline in a grid rather than as downloads, and carries a PDF copy of the whole summary for the owner to keep. Photos are resized and stripped of location data before they leave the firm.

This is where the changelog starts. Steadwell now has the pieces a firm needs to run a visit end to end: a model of the estate, a checklist for the day, and a way to tell the owner what happened.

The estate, piece by piece

An estate is no longer one record. It is a tree of assets: the house, its systems, the equipment inside them, and the grounds around them. Tasks, schedules, photos, and contacts attach to the asset they belong to, so the checklist on a visit reads room by room instead of as one long list.

The visit

Each estate has a visit page with the checklist for the day. The concierge completes or skips each task, adds notes and photos, and closes the visit out when the work is done. Anything spotted along the way can be filed as a new task for this visit or the next one.

Tasks that belong to a person

Any task can be assigned to a specific member of the firm, not just the estate’s concierge. Each member has a My Tasks panel on their home screen, and admins have a Tasks page covering the whole firm with search, filters, and sorting.

The visit summary

Once a visit is closed out, the concierge or an admin curates what the owner should see: which completed tasks to include, how to word each one, which photos to attach, and a note. Send it and each owner on the estate receives their own copy. The summary locks once sent, so what the owner read is always what is on record.