What we shipped, when.

NewFeasibility Study and Narrative Report are now report types you pick like any other, alongside the standard forms — 1004 URAR, UAD 3.6, 1073 condo, 1025, 1004D, 1004C, 2055 exterior, 2075 desktop, 2000 field review, 1007 rent schedule, and General Purpose.

NewChoose “Other” and a “Describe the report type” field appears. Whatever you type — “Narrative - 4 Paired Sales”, “Litigation support” — is what shows on the appraisal, in your lists, and in your CSV export, instead of the word “Other.”

ImprovedThe Form filter on the Appraisals list covers every report type, so you can pull up just your narrative or feasibility work; and long custom labels now abbreviate on a word boundary in list badges (“Narrative - litigation…”) rather than mid-word.

NewAdditional invoices — raise an itemized invoice for work outside the standard report (court testimony, consultations, rush fees), with a per-line Hourly or Flat toggle so testimony at 3.5 hrs × $250 and a flat prep fee sit on the same bill.

NewEmail an additional invoice to the client in one click — branded with your logo and colors, a line-item breakdown, and a portal pay link, sent from your own Gmail. Clients pay by card in the portal under a new “Additional Charges” section.

NewLink an additional invoice to one or more related appraisals — a single estate or divorce case can span two or three reports — so the context rides along with the bill. Additional invoices flow into the assigned appraiser's payout statement too.

ImprovedDeducted-fee payments — enter the amount you actually received and the full fee and deduction are computed and recorded for you; “Use default fees” now names the AMC or platform the defaults come from.

ImprovedRe-sending an invoice email asks for confirmation showing when and to whom it last went, and the server blocks accidental rapid double-sends.

NewReferral & related parties are now one consistent widget across every appraisal form, with per-row “Referral source” and “Send report” flags and a “belongs to” link for multi-party cases like divorce work.

NewClient profession field — tag any private-party contact (attorney, CPA, realtor…) independently of how they're billed.

NewPending column on the Process board — capture a lead with just an address or a contact (no due date required), then drag the card onto a stage to convert it into an active appraisal.

NewFollow-up Log on pending leads — one-tap Called / Emailed / Texted / Note entries with who and when; the latest touch shows right on the board's pending cards.

NewPer-client-type payment terms — set different defaults for private clients vs lenders/AMCs, with an automatic cascade: client override → AMC default → company default.

NewFinals filter on the Appraisals list — one click narrows any view to final appraisals, and it combines with status, type, and search.

NewCreate a new client in place — add a brand-new paying client straight from the appraisal side panel, with no detour to the Clients tab.

NewOwning-appraiser picker in pending intake, so assistants and admins can create pendings in multi-appraiser offices; revision milestones (requested → In Process → Ready → Completed) now appear in an appraisal's Comments; and notifications show the related property address as a prominent chip.

ImprovedOne Completed KPI card with a single all-time count — click it to see every completed report sorted by delivery date, newest first — plus a new Overdue card with a one-click filter.

ImprovedCalendar drag-and-drop is instant — events land where you drop them instead of snapping back while saving.

ImprovedFilter bars on Appraisals, Invoices, Payments, and Clients wrap cleanly instead of crushing the search box, and the mobile free-trial banner is now a rounded card that matches the rest of your dashboard.

FixedCalendar events beyond the 1,000th no longer vanish — future due dates and inspections are real, clickable, Google-synced events again.

FixedEditing or converting a pending no longer wipes its clients, referral parties, tags, billing splits, notes, or AMC — and a converted pending always creates its invoice, even when the fee is unchanged.

FixedKPI cards, filters, and list counts always agree now — status, type, form, and date windows filter server-side and stay exact past 1,000 records.

FixedRescheduling an event updates the appraisal owner's Google calendar even when a teammate moves it, and overdue / month-to-date money figures use your company's timezone instead of the server's.

FixedUploading the revised report on a revision no longer fails at completion.

ImprovedInvoice list search now also matches by property address, client name, client email, borrower name, lender name, and order number — previously you could only search by invoice number or notes.

NewNew Dropbox tab on the appraisal side panel — see the linked Dropbox folder and its files inline, click any row to open in Dropbox, or pick a folder for appraisals that don't have one linked yet. Tab only appears when your company has Dropbox connected.

FixedInvoice numbers can now be reused across appraisals — the database no longer rejects a duplicate number, and the create-invoice form gives a soft warning instead of crashing when historical data has dupes.

ImprovedData import: the invoice loader no longer treats external_invoice_number as a uniqueness key, so legacy billing data with reused numbers imports faithfully.

FixedEditing a workflow stage no longer crashes the page when the stage's description is blank — guard added to the floating-label input so any nullable text binding can't trigger the same crash.

ImprovedData import: imported appraisals now land in the kanban column that matches their source workflow stage, instead of all defaulting to a single column.

ImprovedData import: cleaner separation of production and test credentials during migration runs.

FixedTeam invitation and client portal emails are protected against an invisible-whitespace env-var pasting mistake — a real production incident where a trailing tab character in NEXTAUTH_URL turned every invitation link into a dead URL.

ImprovedInline map markers (new-appraisal property step, appraisal side panel, appraisal detail page) migrated to Google's supported AdvancedMarkerElement API ahead of Google removing the deprecated google.maps.Marker class.

FixedSignup setup form no longer fails silently when saving brand colors — previously the uppercase default hex values violated the database constraint and could block account creation.

ImprovedBrand-color picker on the signup setup form now matches the Settings → Company panel, with the same live preview and fallback palette.

ImprovedSign in with Google moved to the top of both sign-in and sign-up pages — it's the primary path for most appraisers.

ImprovedNew tagline on sign-in and sign-up: “Run a smarter appraisal practice.”

ImprovedSign-up form simplified — confirm-password field removed (the show-password toggle makes it redundant).

ImprovedSign-up via team invitation locks the email field with a “From your invitation” hint and hides the “Already have an account?” link.

ImprovedForgot password? link moved inline with the password label on sign-in — cleaner layout.

ImprovedTerms of Service and Privacy Policy footer added to sign-in and sign-up pages.

FixedProfile picture uploads — the profile-photos storage bucket was missing in production.

FixedCompany logo uploads — the company-logos storage bucket was missing in production.

FixedLicense date pickers in Settings now respond to year navigation (migrated to react-day-picker v9 API).

FixedDate-time pickers across the app now open correctly after the underlying calendar component upgrade.

FixedAddress autocomplete on signup, new appraisal, and edit property uses the Places API (New) — works without requiring the legacy Places API to be enabled.

FixedSignup “Complete Setup” no longer fails silently when saving brand colors — wired to the correct database columns.

ImprovedSignup form labels brand colors as “Primary” and “Accent” to match Settings.

NewAI-drafted engagement letter PDFs for private-party assignments (divorce, estate, pre-listing, private cash).

NewMulti-party engagement letters: separate PDF per intended user with attorney picker, per-party Gmail send, signed-copy upload, and smart regenerate that preserves already-received parties.

NewPer-appraiser engagement letter signer profiles (signature image, title, license credentials) — admins and paired assistants can manage on behalf of appraisers.

NewMulti-user team model with APPRAISER/ASSISTANT roles, assistant-appraiser pairings, and a realtime kanban that mirrors stage moves across tabs within seconds.

NewClient portal invitation flow for client-facing report access.

NewPer-company brand colors with live preview in Settings, applied to engagement letters.

NewCompany-wide Dropbox connection with per-appraiser active and completed folder paths and automatic folder move when an appraisal is marked completed.

NewEngagement letter PDFs (and signed copies) mirror to the appraisal's Dropbox folder.

NewGmail send infrastructure: send engagement letters from your own Gmail account with PDF attachments — lands in your Sent folder.

NewGroup related appraisals (e.g. primary + final) for easier navigation.

NewInspection notes section on the appraisal side panel.

NewTrack who absorbs invoice transaction fees (deducted from client, billed to appraiser, or billed to company).

NewSquare added as a payment method alongside Stripe, ACH, Check, and Cash.

ImprovedHonorific-aware salutation in engagement letters (Mr./Mrs./Ms./Mx./Dr.) — falls back to first name when unset.

ImprovedAppraisal list shows the actual form (e.g. URAR, 1004D) instead of the broad category.

FixedSignatures moved to a private storage bucket — PDFs embed signature bytes server-side instead of public URLs.

FixedInvoices with deducted processing fees show as fully paid — allocation math now uses the gross amount the client paid, not the net the bank received.

FixedPayment side panel's allocatable amount reflects gross client paid, not net to bank.

FixedCurrency formatting in invoice side panel renders cents correctly ($582.30 instead of $582.3).

NewClient portal with report downloads and Finals workflow.

NewStripe Connect integration and payment processing, with per-client invoice breakdown UI.

NewMulti-step CSV import wizard with column mapping, batch processing, and bulk AMC assignment.

NewCSV export with status and date-range filters.

NewCustomizable workflow stages system with kanban board.

NewWorkflow stage tagging (Post-Inspection, Finals, Revisions) with post-inspection automation.

NewComprehensive invoice fee system (transaction + processing fees) with real-time calculations.

NewSmart payment allocation with visual status indicators and allocation utilities.

NewNotifications system with @mention detection in comments.

NewMulti-client invoice support with flexible billing options.

NewComprehensive inspection scheduling system.

NewAnalysis page with business metrics and client rankings.

NewGoogle Calendar bi-directional sync with drag-and-drop rescheduling.

NewSidebar Create New dropdown replaces the floating action button.

ImprovedConverted to a pnpm monorepo with a shared UI package.

ImprovedLive-data architecture — components fetch their own data instead of receiving stale props.

ImprovedPerformance indexes added across payments, calendar events, and other hot tables.

FixedRewrote broken Prisma API routes to Supabase syntax.

FixedTeam invitation redirect loop and Stripe Connect flow cleanup.

FixedUpdated Next.js and React to patch CVE-2025-66478.