Permit – Add New Location During Permit Request

• What – Business Portal users can now add a new address during the permit request process when the desired location cannot be found in the address search. Newly submitted addresses are flagged for review by the Authority Having Jurisdiction (AHJ) before the permit can proceed. While the address is pending validation, the associated permit is automatically placed in a read-only state and cannot be edited or linked to other records. If the AHJ rejects the address and the permit was already paid, the system automatically issues a refund and sends a rejection notification to the customer.

• Why – Address search results do not always contain newly constructed properties or recently added locations, which previously prevented users from completing permit requests. This enhancement allows users to submit permits for new locations while maintaining oversight and data integrity through an AHJ review process. By locking the permit during review and automating refunds when necessary, the system ensures accuracy while minimizing administrative burden and customer confusion.

• How

  • Navigate to Business Portal → Create Permit Request.

  • Search for the property address in the Location Search field.

  • If the address is not found, select Add New Address.

  • Enter the required address details and submit the permit request.

  • The system will automatically mark the address as Pending Review and place the permit in a read-only state until validation is completed.

  • AHJ reviewers can then navigate to Admin → Permits, open the associated permit, and choose Approve or Reject for the submitted address.

  • If rejected:

    • The reviewer must provide a rejection reason.

    • Paid permits will automatically receive a refund.

    • The customer will receive a notification email explaining the rejection.

• Use Case – A contractor attempts to submit a permit request for a newly constructed building that does not yet exist in the system’s address database. Instead of contacting the agency or abandoning the request, the contractor adds the new address directly during the submission process. The permit is temporarily locked while the AHJ reviews the address. Once the AHJ approves the location, the permit automatically continues through the normal workflow, allowing the contractor to proceed without needing to resubmit the request.

ITM – Deficiency-Level Tracking

• What – ITM reports now support tracking deficiencies at the individual system level. A new Deficiencies panel within each system allows users to add, monitor, and update deficiencies independently, including their description, status, and resolution date. Each deficiency can be marked as Open or Resolved, reopened if necessary, and updated after report submission while maintaining visibility of the issue’s lifecycle.

• Why – Previously, deficiencies were typically documented at the report level, making it difficult to track the status of specific issues within individual systems over time. This enhancement provides more granular visibility for both service providers and AHJs by allowing deficiencies to be managed directly where they occur. The result is clearer communication, improved progress tracking, and better oversight of remediation efforts without altering existing ITM report workflows.

• How

  • Navigate to Business Portal → ITM and create or open a Draft Report.

  • Add or edit a System within the report.

  • In the System Modal, scroll to the Deficiencies section.

  • Click + Add Deficiency.

  • Enter the Description (required).

  • Select the Status (defaults to Open).

  • Click Add, then save the system.

  • After submission:

    • Open the submitted or approved report.

    • Navigate to the system’s Deficiencies section.

    • Update the Status to Resolved to automatically populate the Resolution Date.

    • To reopen an issue, change the status back to Open, which clears the resolution date.

  • Notes:

    • Deficiency descriptions become read-only after submission.

    • Future resolution dates are not allowed.

• Use Case – During an inspection, a service provider identifies several issues within a fire alarm system. Each issue is recorded as an individual deficiency within the system record. Some items are resolved immediately, while others require follow-up repairs. As repairs are completed over time, the provider updates each deficiency’s status to Resolved, allowing both the AHJ and the provider to clearly track which issues remain open and which have been corrected.

ITM – Auto-Fill System Details from Report Upload

• What – Service providers can now upload an ITM report file directly within the System Modal and automatically populate supported system fields using data extracted from the uploaded document. The Auto-Fill from Report feature reads supported file types and populates recognized fields while preserving existing data unless the user confirms replacement. Uploaded files are also automatically saved as system attachments.

• Why – Entering system details manually from inspection reports can be time-consuming and prone to data entry errors. This enhancement accelerates the reporting process by automatically extracting relevant information from uploaded inspection documents. By allowing users to review and edit extracted values before saving, the system improves efficiency while maintaining full user control and data accuracy.

• How

  • Navigate to Business Portal → ITM.

  • Open a location and select + Add System.

  • In the System Modal, click Auto-Fill from Report.

  • In the Upload Attachment window:

    • Drag and drop or browse for a supported file (JPG, GIF, PNG, or PDF).

    • Ensure the file is 10MB or smaller.

  • If supported fields already contain data:

    • A confirmation modal appears.

    • Select Cancel to stop the extraction or Replace with Report Data to continue.

  • After upload:

    • A loading state appears while the system extracts data.

    • If usable data is found, supported fields are automatically populated.

    • A success banner displays the number of identified fields.

  • Notes:

    • Uploaded files are automatically added to Attachments.

    • At least one attachment is still required to save a system.

    • If no usable data is found, an error banner appears and no fields are changed.

• Use Case – A service provider completes a fire sprinkler inspection and receives a digital inspection report. Instead of manually entering each system detail, the provider uploads the report using Auto-Fill from Report. The system extracts relevant data such as system information and populates the fields automatically. The provider reviews the extracted values, makes any necessary adjustments, and saves the system, significantly reducing manual data entry time.

ITM – Configurable Billing: Per Submission or Per System

• What – Agencies can now configure ITM billing to charge either a flat fee per submission or a calculated fee based on the number and type of systems included in a report. When per-system billing is enabled, submission costs are automatically calculated according to the number of systems and any configured system-type fee overrides. The submission confirmation screen displays a detailed breakdown of charges before credits are deducted.

• Why – Some inspections involve multiple systems within a single location, which can make flat submission fees less representative of the actual inspection workload. This enhancement allows agencies to align ITM submission fees more accurately with the number and type of systems inspected. By supporting configurable billing models, agencies can better manage cost recovery while maintaining a consistent submission experience for service providers.

• How

  • Navigate to Admin → Client Management → Update Client.

  • Open the Business Portal configuration section.

  • Locate the Inspection, Testing & Maintenance configuration settings.

  • Enter the Default ITM Cost per System.

  • Toggle Charge per System Type:

    • Disabled → Billing occurs per submission.

    • Enabled → Billing occurs per system.

  • (Optional) Configure System Type Fee Overrides:

    • Click Add Override.

    • Select a System Type.

    • Enter the Fee Amount.

    • Mark the override Active and save.

  • During submission:

    • Providers see a confirmation screen displaying the number of systems, cost breakdown, available credits, and total charge.

    • After confirmation, the system automatically deducts the calculated credits.

• Use Case – A service provider submits an ITM report for a facility containing multiple fire protection systems, including fire alarms, sprinklers, and standpipes. With per-system billing enabled, the platform calculates the cost based on each system included in the report and displays a line-item breakdown before submission. The provider confirms the charges, credits are deducted automatically, and the report is submitted with transparent and accurate billing.

ITM – Saved Views

• What – The ITM list interface now supports Saved Views, allowing users to save customized filter configurations and quickly switch between them. Users can create, rename, delete, or set a saved view as their default. Saved views persist across sessions and devices, enabling consistent access to frequently used filter combinations.

• Why – Users often rely on specific filter combinations to monitor inspections, track compliance deadlines, or review submissions from certain service providers. Rebuilding these filters repeatedly can slow down workflows and increase the chance of inconsistencies. Saved Views streamline navigation by allowing users to store and instantly access commonly used filter setups.

• How

  • Navigate to ITM → ITM List View.

  • Apply desired filters such as Status, Date Range, System Type, Building Type, or Service Provider.

  • Click Save View.

  • Enter a View Name and confirm.

  • To access a saved view:

    • Open the Saved Views Dropdown.

    • Select the desired saved view to apply its filters.

  • To manage a saved view:

    • Open the saved view options.

    • Select Override, Save as New, or Delete.

  • Notes:

    • Users can mark a saved view as Default so it loads automatically when opening the ITM list.

    • Saved views remain available across sessions and devices.

• Use Case – An inspector frequently reviews ITM reports that have open deficiencies and are approaching compliance deadlines. Instead of rebuilding filters each time, the inspector creates a saved view named “Upcoming Compliance Issues.” Each time the ITM list is opened, the inspector can quickly select this saved view to immediately display the relevant reports and prioritize follow-up actions.