All releases

Requests and the Steadwell assistant

Owners can now ask for work and follow it from proposal to done. And everyone can talk to Steadwell, by keyboard or by voice.

Screenshot from the Requests and the Steadwell assistant release

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.

Improvements11
  • WebA task can be assigned to several people at once. Rows show the assignees as stacked avatars, and the Tasks page filters by any of them.
  • WebThe Tasks page can create recurring tasks that belong to no estate, on a monthly rule with a start and optional end date. The calendar draws the open occurrence and the projected ones after it.
  • WebOne Add task dialog with a One-off or Scheduled toggle replaces the separate buttons on an asset.
  • WebThe visit summary editor has search and filters over the visit's tasks.
  • WebPlatformThe summary email and PDF group work under the room or zone it was done in.
  • WebThe concierge for a visit can be changed from the prepare dialog.
  • WebThe firm's owner can be an estate's concierge, and estate viewers can be listed as owners.
  • PlatformEvery email Steadwell sends carries the firm's logo.
  • WebA notifications page under your profile lets you choose whether request updates reach your inbox, and lists recent activity on your requests either way.
  • WebThe Tasks page is no longer shown to homeowners, who have nothing to do there.
  • WebThe dialogs for adding an asset or a library task use plain language instead of technical terms.
Fixes9
  • WebHomeowners no longer see visit preparation details on the calendar.
  • WebThe calendar's estate filter lists a homeowner's own estates.
  • WebSchedules project visits from today onward only, so past projections no longer clutter the calendar.
  • WebOnly members of the firm are offered as task assignees.
  • PlatformIn the summary PDF, other notes appear below the work completed rather than above it.
  • WebLogging out finishes signing you out before returning you to the login page.
  • WebSafari in light mode shows the dark logo as the tab icon.
  • WebThe remove button on a floorplan is visible on touch devices, where there is no hover.
  • WebThe assistant's opening prompt describes what your role can actually ask for.