resvu changelog

Automatic resident importing is here for your integrated partner platforms!

To enable this for a community you need to either import all residents using the go live button or select all outstanding pending import users and import them. A tick will show next to the community in the user management page to indicate that future changes are now being handled by the platform.

To make this even more flexible we have introduced a fourth resident state called imported. New residents automatically imported will go straight into this state. Invitation emails are not sent because we want you to decide how their access to the app is handled.

Residents will appear in your admin portal ready to be used, and when you’re 💯 ready to bring them into the app you can select all and bulk invite.

Please reach out to our support team for any questions you have.

We heard 👂 your feedback 👀

Custom invitation emails are fantastic but when the activation button is at the bottom it means some people do not find it! Your feedback was to add an additional button to the top, so we have!

Some more feedback 👀 from you, was to allow adding additional contractors to issued quote requests. Done 🚀

If you are managing your contractors 🛠️ within resvu they can now be archived

😱 added the wrong contractor in your quote request!? Issued that quote request!? 😱

Fear not 😅

You can now cancel contractors from issued quote requests, provide a reason which will be email to them, and you can see this in the activity log too

We have begun a new initiative that involves redesigning the mobile app to improve the customer experience, ensure meaningful functionality and that it looks oh, so good.

We have started with a rezushed top bar and community information.

Next we’re working on the My Account section, and the home page after that (this is receiving a serious overhaul 👀 )

We heard your feedback and we have made several improvements to the designs of the quote request and work order email and PDF that is issued to contractors.

Some of the changes include:

• Fixed styling

• Logo is now optional

• ID will show in place of logo to fill white space

• Corrected wording pertaining to the community actions

• Corrected wording pertaining to contractors

• Included contractor ABN

• Updated email subject line to be more informative

• Ensured that formatting is respected including line breaks

You can now select a group of residents and issue a password reset email.

The resvu team can now help setup a custom dashboard for your entire account. Columns you want permanently hid for all admins? Let us know - we can change this for you.

We have thoughtfully re-designed YourLocal for both admins and residents. Some of the improvements include

• Streamlined creation of new deals

• See deals as a table or in cards

• Better handling of images

👀 preview your resident invitation email LIVE as you edit it! No more glaring mistakes now

When creating a new request you can now choose to make the requestor a resident or an admin. Very handy if you are raising things proactively for your communities.

We have added an admin selector on the community details page, so it’s even easier to see who has access to that community - and make changes while you’re there!

You can now open requests from the dashboard in a tab! This helps to keep your filtered view on one tab, and all the requests you need in their own space.

We have different key combinations for whether you’re a Mac or WIndows user

• Windows: hold down CTRL + Left click a request

• Mac: hold down CMD + Left click a request

We have made a slight but powerful change to job management. We have re-thought and re-designed the function to email a quote or work order to just the committee, and instead we have provided a multi-select to include more audience!

Email the assignees? Done!

Email the building manager? Done!

Email the committee or invidual committee members? Done!

Far more flexibility :cartwheeling:

We have also made several enhancements to the community selector

• We have unlocked the community selector when editing existing data. Previously if you forgot to add a community to a workflow template you would have to start from scratch 😮‍💨 Now, you can simply edit, and change - this is across the whole platform too!

• Now it is easier to select all communities but exclude one or two.

We heard your feedback on this one 😅 and we vastly improved this experience!

• You can now nominate which text field you want to be appear in the summary column of the dashboard

• No more mandatory summary field

• No more uneditable name

• No more unchangable position

• If you do not nominate a field to appear, the summary column on the dashboard will be blank

  

We have introduced reoccurring work orders - you can set and forget… Almost!

We have made several enhancements to viewing and managing reservations within resvu

• Now clearly indicated that you need to select a community first to see reservations 😅

• Calendar will not show until a community has been selected

• You now must select a community first when making a reservation for a resident. This means you will only see venues for that community

• We are now correctly showing past/future reservations status

  

We have tweaked the live link to include all relevant information, screenshots and activity log

We’ve launched 🚀 our resident self-registration - it’s been re-thought from the ground up

Admins tagged in the activity log will now receive in-app notifications and an email!

How handy is that!?

We have included new columns on the dashboard for quotes and work orders including

• Expected date

• Cut-off date

• Status

• Priority

• Assignee

• Follow-up date

• Job date

We also tweaked the names of existing columns and filters to be clearer

You can now search by community name or scheme/CTS number.

We have also improved how multiple community selections appear.

We now add an entry to the activity log when a non-compliant contractor has been selected for a job.

Outgoing quote request or work order emails now include PDFs and a PDF of the original request too

Quote requests and work orders can be created without a resident request, and we have now included the option to share these directly with the committee

If creating a contractor you can now create your own trade types

You can customise templates separately for quote requests and work orders now

• Request attachments carried over to quote requests and work orders

• Job management secondary contact now show lot number

• No longer required to save a draft work order before issuing

• Request images can now be viewed within the admin portal

• Admins will now receive an email notification when tagged in a request internal comment

Enhanced request properties panel

Some minor changes to how the properties panel looks brings some nifty optimisations and makes better use of your display.

Consolidated sharing

We have introduced a share button at the top of the properties panel and moved all committee and link sharing into a central location - much easier to find and manage.

Styling improvements to properties

Continuing the visual enhancements we have updated how some of the properties look to provide a better experience overall.

Internal comments made clearer

We now show a soft yellow background to indicate when an admin is adding an internal note.

Toggle request feature on/off in mobile app and resident portal

Like most of resvu’s amazing features you can control whether job requests will show (or not) to your residents.

We have made several enhancements to the request dashboard including:

• Assignee now shows first and last name rather than email address

• Now includes time in the submitted column

• Changed quote request column submitted to issued

• Changed work order column submitted to issued

• Enhanced how we show multiple contractors

You now have the ability to export all request and job data from the following tables:

• All

• Quote requests

• Work orders

• Closed

With flexible filtering options, you can export by workflow type, date range, scheme, status, and more. Exports can be easily formatted and imported into your accouting platform for records and charges.

Work orders can now be shared with the committee - select from committee groups or individual committee members and send them an email or push notification to the app.

They can also view this in the mobile app

We have listened to your feedback and moved the committee voting options up in the mobile app and resident portal. This will enable your committee members to get in and vote faster. They can still view the request details by scrolling down so no information has been lost.

We have enhanced how committee approvals are displayed new in the mobile app and resident portal - new ones will now show up at the top!

You can now archive old or unused workflow templates, and they appear in a separate tab

We have made this screen more visually appealing and improved the usability and experience of creating new local deals.

Coming soon!

We have started work on including GL codes on work orders to optimse the payment process!

Job management is further enhanced with email template settings.

This allows you and your team to setup you brand when emailing quote requets and work orders.

Upload your logo to ensure your brand is front and centre, customise your personalised information to match your business needs, we even have a spot for you to upload terms and conditions! And of course you can preview everything as you set it up!

Our team have finalised the 2FA enhancement!

Now you can setup an authenticator app to recieve one-time codes, verification email to ensure constant access and generate recovery codes to help you in time of crisis.

Stage one of Job Management is now live! Reap the benefits of resvu’s highly anticipated powerful job management feature.

A brand-new dashboard experience: providing you and your team a comprehensive overview of all requests, quotes and work orders. Filter and fine-tune to just how you like it - export included!

Raise and manage quote requests: complete with contractors, attachments all in a beautifully intuitive design.

Issue work orders: to contractors, and keep everyone informed with resvu’s transparent, powerful and unified view.

Add and view contractors: directly in resvu, paving the way for integration.

Activity log: providing enhanced transparency and accountability for your team and clients.

We have overhauled the dashboard experience in resvu. Now you can see and manage your requests, quotes and work orders from a single dashboard.

Separate tabs: streamline the information you need to see and focus in on what matters the most to you.

Interactable: this is not just for looking at (though pretty) you can interact with it! Click on a request or job to jump into the details - clicking back will take you straight back to the action!

Flexible filters: a single fast dashboard means no more context switching and all the information you could possibly want in the one place. Filters will help you control the data to work for you.

Control columns and density: Pinpoint the most important aspects of requests and jobs; see more or less with our options to show/hide columns or adjust the compactness of what you see.

Export: for when you need to quickly share a report with an external stakeholder, the export will output your view to a handy CSV file.

Beautiful: and thoughtful; we have highlighted the workflow status and priority easier decision making.

We have enhanced the resident experience with a brand-new home page look for the portal and app.

This will make it easier for residents to view and navigate with subtle design choices that improve usability.

Security is important and with the rise of cyber threats we want to ensure your interactions within resvu remain secure. That’s why we have begun to implement 2FA for administrator login to the portal.

We look forward to enhancing this further soon!

We're excited to announce a significant enhancement to the user management experience. This update introduces a user status column to the user management table, empowering community managers with the ability to view and filter users by their registration status.

This enhancement not only facilitates efficient troubleshooting but also optimises the user onboarding process by enabling targeted follow-ups, such as resending invitations to inactive users. Furthermore, the new user metrics provide enhanced oversight and drive improved user engagement across the platform.

This phased release brings key enhancements to request management, quote requests and work orders, including draft-saving capabilities. The full rollout of Job Management Stage 1 is expected by mid-September 2024, seamlessly closing the loop from resident requests to job completion.

We are excited to announce part-one of the release of our job management module, designed to streamline your community management tasks. This release includes key features such as quote requests, allowing you to submit and manage requests for contractor quotes efficiently. Work orders can now be created, assigned, and tracked with ease, ensuring that all job requests are handled promptly. The activity log feature helps you keep track of all actions and changes within the job management module, while the all requests view provides a comprehensive list of job requests submitted by residents.

Additionally, you can share requests with the community and committees, review and request votes on contractor quotes, and issue work orders to contractors directly. Transparency is enhanced with features like internal notes, requestor and manager comments, ensuring clear communication and efficient management of all jobs. Keep all stakeholders updated with dynamic status updates and internal priority updates.

This release sets the foundation for a robust job management system, with more exciting features like the dashboard, settings, and committee approvals coming in the next release.

We are excited to introduce the new Integration Settings feature, which provides a seamless connection between Resvu and your accounting system. This integration allows for automatic daily synchronisation of community and user data, ensuring your information is always up-to-date. Administrators can now manage user imports and customise the display of document categories, making it easier to control user visibility and access.

Key highlights of this release include the ability to configure API credentials for StrataMax and PropertyIQ, set document visibility based on user types, and manage user imports with detailed control options. These enhancements ensure that only relevant information is displayed to the appropriate users, streamlining the management process and improving overall efficiency.

We are excited to introduce the "My Account" feature, now available on the Resvu mobile app and resident portal. This new feature allows homeowners to seamlessly access important information related to their lot, including account balances, notices, and profile information directly from the app. Homeowners can also receive timely notifications for upcoming and overdue payments, ensuring they stay on top of their account. Please note that functionality is dependent on the specific accounting system integration.

Users can switch between multiple units within the same community, view detailed account information, and receive actionable notifications that guide them to the appropriate sections for payment. With this feature, managing owner-related financials becomes more efficient and user-friendly, reflecting our commitment to improving the convenience and satisfaction of homeowners.

We are excited to announce an enhancement to our Committee Hub module, featuring Committee Groups, Topics, and Approvals. These additions enable managers to effectively communicate with committees through the admin portal and allow committee members to engage directly from the resident mobile app. Coming soon, we will also introduce Resident Requests, further streamlining communication and collaboration. This update is designed to enhance coordination and decision-making within committees, ensuring a more seamless and efficient experience for all users.

We've introduced a comprehensive Documents feature to streamline document management for community managers, boards & committees and residents. Highlights of this update include:

Centralized Document Storage: A single location for storing all site documents.

Enhanced Visibility: Admins can now view documents sourced from approved integrated platforms, ensuring seamless access for residents.

Categorization: quick and easy account level controls to streamline uploading and filtering documents.

Enhanced Search and Filter: Easily find documents by community, file name, category, date, and type.

Advanced Permissions: Detailed roles and permissions for managing document access and actions.

Upload and Edit: Simplified process for uploading and managing multiple documents, with options for community and category tagging.

Archive and Delete Management: Options for archiving, unarchiving, and requesting document deletions with admin approvals.

Supported file types:

• Documents: .doc, .docx, .pdf, .txt, .rtf

• Spreadsheets: .xls, .xlsx, .xlsm, .ods, .csv

• Presentations: .ppt, .pptx, .odp, .key

• Images: .jpg, .jpeg, .png, .gif, .bmp, .tiff, .tif

• Audio: .mp3, .wav, .aiff, .flac

• Video: .mp4, .avi, .mov, .wmv, .mkv

• Archives: .zip, .rar, .7z

This update enhances the survey functionality by allowing admins to create surveys with multiple questions, options and generate detailed reports.

Multiple Question Surveys: Admins can now add multiple questions to a single survey, eliminating the need to create multiple surveys for each question.

Survey Reports: Admins can generate reports for published surveys, including all survey details, questions, and responses. Reports can be viewed online and downloaded as PDFs.

Survey Archiving: Admins can archive surveys and view archived surveys, improving survey organization and management.

User-Friendly Interface: Residents can now easily answer multiple questions from one survey without navigating between multiple surveys on the app.

Survey Visibility: Admins can view both pending and submitted surveys in separate tabs, making it easier to identify and act on pending surveys.

This enhancement improves the export CSV functionality for request data tables, ensuring correct column formatting and quick action export. Administrators with permissions can export from tables:

Dashboard > Inbox

Workflows > Requests