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New feature

πŸ“‹ Compare, Mark Up & Align – All in One Place with the New Compare Mode!

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Hi there,

Here we are again with another incredibly exciting update! The brand new Compare Mode for Plan Reviews is here!


πŸ’‘ What is Compare Mode?

Compare Mode is a brand new tool in your Plan Review toolbox that allows you to compare plan sets, mark them up while comparing, and navigate them all within a seamless, easy-to-use interface in your Plan Viewer. We listened closely to your feedback on what you wished our previous comparison tool had, and got to work to deliver an experience that further meets your needs.


πŸ”Ž Entering Compare Mode

To enter Compare Mode, look for the Compare Versions button at the top right corner of your Plan Viewer (available on version 2 or later only).

Compare Mode switches your view from a single file viewer pane to two. Each pane is labeled with the version, sheet, and page currently being displayed.

This allows you to easily compare the two versions side by side at all times. You can also navigate between pages using the arrows to the right of the plan selector.

Comments and Files are hidden to allow the two versions to fit the screen but if you need them at any time, the button to make them appear is located at the top left corner of the screen.


✍ Mark Up While Comparing Plans!

One of the most exciting features of Compare Mode is the ability to continue working on the current plan set – adding markups, measurements, comments, and more – without ever leaving the comparison viewer!

The sheet labeled Current is the live one. This pane has an orange outline and displays the toolbar beneath it. Comments, stamps, measurements, and more all work here exactly as they do in a normal review!


✏️ Markups from Previous Review Cycles!

The Prior sheet now displays the previous review round's comments and markups in their original positions. Not only can you compare the plan files themselves, but you can also compare markups and comments from the previous version against the new plans!


πŸ‘€ Side by Side and Overlay Views

Compare Mode offers you two view options:

  • Side by Side: Displays both sheets side by side, with changes painted over the plans on the Current sheet so you can easily see what changed between the previous version and the current one.
  • Overlay: Stacks both versions together and highlights what has changed between them.

Compare Mode highlights new items in blue and removed items in red, but you can select from a color palette to customize how these highlights are displayed.

Diff Opacity lets you turn the opacity of the highlights up, down, or off entirely.

Another great feature: whenever you zoom in or out or move your plans around, the comparison view moves with them.


πŸ“ Align Plans

If the overlay looks shifted or the scale doesn't match, use the Align feature! This allows you to select three matching points on the current sheet, then the same three points on the prior sheet in the same order.

This ensures the plans are properly aligned when using the Overlay comparison view.


🧲 Snap to Content

If all of the above wasn't enough, we also have the brand new Snap to Content tool! This allows you to snap measurements to the actual line work on the plan files – walls, corners, and more – instead of placing them freehand, which can be imprecise.

Activate this feature by clicking the 🧲 Magnet icon on your toolbar. Once enabled, any measurement tool will detect the ink in the plan files as you draw.

You can also hold Option (or Alt on Windows) to temporarily disable snapping and place a point off the plan lines.

⚠️ Note: This feature works most consistently on vector CAD pages. Scans or flattened plot plans may not deliver consistent results.


πŸ’‘ If you'd like to learn more about the features available for Plan Reviewers, please check out our Guide to Plan Review!


And that's it for now! We have plenty more in the works, so stay tuned for more updates soon! πŸš€

New feature

⚑ A Long (And Exciting) Plan Review Feature Update!

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Shared by Bruno β€’

Hi there,

Bruno from the GovWell team here. Buckle up, this is going to be a long (but great) update! Over the past month, our team has introduced a sweeping number of updates to our Plan Review feature. They were inspired by your feedback, so thank you for your input in making GovWell better!

We have many new things to talk about so let's dive in!


Search in Plan Set

You can access the Search tab in the left sidebar or by pressing Command⌘ + F (MacOS) or Ctrl + F (Windows). Type the keyword you're looking for and our system will browse through the text content of every page in the selected plan set. Our system will look for any matches, and show the respective file name, page title, page number, and a snippet.


Plan Pages in Universal Search

Plan pages now show up in global search. Click a hit and plan review opens on that page with the keyword highlighted. You don't have to open the record first.


Page Titles

In the Files tab, thumbnails now display auto-detected page titles (e.g. "Floor Plan"). You can edit the titles using the pen icon next to the page title in the thumbnail.


Jump to Page and File Selection

Search for specific pages within plan files using the page selector or the following command in MacOS: Command + G or Windows: Ctrl + G

Select the files from this Plan Set that you want to view from a dedicated dropdown menu.


Cloud Callout

A new shape that allows you to draw a cloud with a text callout attached to it! Includes customization options such as line thickness and colors.


Freehand Pen & Highlighter

Freehand Pen - Freely draw draw, sign and make precise annotations with this tool

Highlighter - Use this tool to add semi-transparent area callouts on the plan itself. Great to highlight text and areas of interest!


Fill Color and Opacity Settings for Shapes

Easily customize the fill color and opacity in any shapes now! Very useful for calling out areas without relying on comments.


Text Annotations

  • Customizable in size and colors
  • Support code book links & comment templates
  • Don't require a response by the applicant
  • Appear in a Notes section on the corrections report cover


Stamp Settings

New controls for opacity, rotation, and size can apply to stamps across many pages at once


Fit to Page Width

Easily fit your plans to fit the width of your plan viewer. This is very helpful when a plan set mixes different page sizes.


Undo/Redo Actions

Undo and redo your last actions. This feature works with any actions related to markups (create/move/edit/delete actions and calibration changes).
​
Keyboard shortcuts are Command⌘ + Z (undo) / Command⌘ + Shift⇧ + Z (redo) for MacOS devices and Ctrl + Z (undo) / Ctrl + Shift⇧+ Z (redo) for Windows devices


Preset and Reusable Scales

  • You now have preset standard scales to apply to a page in the measurement tool
  • You can copy existing scales from other pages to use across the set
  • It is possible to configure how precise the measurements are as well!

Three new measurement types were added:

  • Volume:
  • Radius/diameter
  • Angle

Thinner Measurement Lines


Updated Print/Export Menu


Comments in Plan Pages

The Corrections Report PDF displays all the comments left by reviewers in each plan page, pointing exactly to the area the comment refers to.

All plan pages also include labels with their respective file name and page number.


Comment Search with Code Book Names

Searching in the comments sidebar now matches code book item names, not just the comment body text!


And that's our update! Thanks for sticking with me all the way through this update - I hope these features our engineering team deployed help you deliver even better and quicker plan reviews to your applicants.

We'd also like to invite you to check out our Guide to Plan Review which goes into detail about the Plan Review process and all the tools at your disposal. Stay tuned for more updates!

Feature update

πŸ” Guided Plan Review Corrections

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Hi there,

We are very proud to introduce the brand new Guided Plan Review Corrections journey for applicants!

This new experience delivers a guided, step-by-step flow for applicants when plan reviewers request corrections. Instead of leaving applicants to navigate between different areas of the record page to respond to comments and upload corrections, all required actions are now clearly labeled and completed directly within the Plan Review window.

Here are the new features to help your applicants navigate the Plan Review journey:


πŸ“Š Plan Review Progress Bar

The Plan Viewer now displays a step-by-step progress bar that gives applicants a clear, at-a-glance view of where they are in the review process and what still needs to be completed.


πŸ’¬ Comment Progress Tracker

This section allows applicants to track and address all comments requiring their attention. The number of comments responded to updates in real time, and a quick link to the next comment needing a response is prominently highlighted for easy access.

Once all comments have been addressed, the tracker updates instantly to reflect completion!


πŸ“ New Plan Set Uploader

The redesigned Create New Plan Set Version feature gives applicants a clear, intuitive path to submit revised plans when requested by reviewers.

Files currently part of the plan set are displayed with labels identifying which ones carried over from the previous version, and individual Replace buttons make it easy to swap each file with its updated version.

The uploader also now includes duplicate file detection! If an applicant uploads a file to the Additional Files area that already exists in the plan set, the system will flag the potential duplicate and alert the applicant.

If confirmed as a duplicate, the applicant can select which file it should replace – all within the same window. The system will even suggest the most likely match. Simple, smart, and convenient!


⚠️ Task Completion Reminders

If an applicant attempts to leave the page before completing all required actions – such as responding to comments, uploading revised files, or finalizing the plans – they will be reminded of any unfinished tasks before they go.

If they leave the page anyway, an alert will appear next to each outstanding task to draw their attention back to what still needs to be done.


βœ‰οΈ Task Reminder Emails

If an applicant goes 2 days without taking any action on their Plan Review tasks, our system will automatically send them a reminder email letting them know there are still outstanding items to complete.


And that's it for now! Stay tuned for more! πŸš€

Feature update

πŸ“Š Say Hello to Reporting 2.0!

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Hi there,

We're incredibly excited to bring you Reporting 2.0!

This major update introduces a suite of improved features to create, schedule, and fully customize reports directly from your Reporting dashboard, giving you a whole new level of customization over your data.

We heard your feedback and we're very happy to bring this update to you. Please watch this video by Noah, our engineer who led this project, for a comprehensive breakdown of this feature!



Here are some key highlights:

πŸ” Filtering & Customizing Columns Is More Complete Than Ever

Narrow down your results with filters and manage which columns appear in your report, just like you can with your table views. A familiar approach to tailoring reports to your specific needs!

You can also create custom columns to pull in form field values or custom task fields.


πŸ‘€ Column Sorting Options

You can now organize the main Reports Table with sorting options: sort your reports by Name, Report Type, or Schedule

The Reporting feature also features options for sorting, renaming and hiding columns directly from the preview table!

You can easily manage column sorting, names, and visibility by clicking the down arrow next to a column name to open the column menu.

To rename a column, click the Rename button and enter the new name. The new name will be immediately applied to the column in your report!


πŸ—ΊοΈ GIS Data in Reports

You can now access GIS data through columns! You can find them in their own subsection of the Manage Columns menu, ready to be added to your reports.


⏰ Easily Schedule Automated Reports Within the Template

In your Report Configuration menu, you can set a recurring schedule – Daily, Weekly, Monthly, Quarterly, and more – and have reports automatically delivered by email to teammates or external recipients. This is all set within your main report, so you don't need to set up a scheduled report separately.

When scheduling a report, you can select any date range – such as specific dates – or predetermined periods such as "This Month," "Every Other Week," and more.

The selected date range is independent of the schedule. This means you can set up a report that is delivered daily to your inbox covering a specific date range – such as all permits issued this week, or transactions that occurred this month!


If you'd like to learn more about our Reporting features, please check out our in-depth Help Center guide here!

That's it for now! Stay tuned for more – there's plenty more in the works πŸš€

Feature update

πŸ’― Everything in One Click! Manage Your Records in Bulk

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Hi there,

Bruno here with another update!

This time, we are very happy to introduce the ability to manage records and tasks in bulk! This means that, in some common scenarios, you will be able to easily update or close various records and tasks in a single click, instead of having to update them one by one or reach out to our team for assistance.

For Records you can bulk:

  • Reassign
  • Close
  • Set Expiration Date

For Inspections you can bulk:

  • Log
  • Schedule
  • Cancel
  • Reassign
  • Delete

For Tasks you can bulk:

  • Reassign
    ​

A new progress bar appears at the top right corner of your screen to display the progress of your bulk actions, allowing you to track progress or cancel the task before it completes if needed.


Another exciting update is that you now have the option to select all items matching the view/filters in your current view, instead of just the maximum of 50 visible on the current page. This is available for records, tasks, and inspections.

That's it for now, but we have plenty more in the works β€” stay tuned for more!

New feature

πŸ’° Invoicing Updates You've Been Asking For!

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Hi there,

We've heard your feedback about the invoices you issue in GovWell, and we're excited to announce two new updates to our invoices that will make your life much easier!


Specify Who The Invoice is Billed to!

Whenever you request a payment, you can now specify who the invoice is being billed to.

You can choose from Property Owner or Applicant, which will pre-fill their details, or specify your own Bill To information with a custom input.


New Invoice and Receipt Formats

  • Invoices now have a Billed To section which aims to line up with typical envelope address windows when printed
    ​
  • Information is rearranged into clearer sections for Receipt/Invoice Details, Record Information, and Fees

Curious to see these updates in action? Check out this video by our engineer Josh!

Stay tuned for more updates soon!

New feature

πŸ” Never Miss a Detail – Introducing AutoCheck in Application Reviews!

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Hi there,

We're thrilled to introduce a powerful new addition to our AutoCheck feature: AutoCheck is now available in Application Reviews!

This update brings AutoCheck to the very first phase of every new application entered in your system.

Here's what you can expect:

  • πŸ” Runs in the background: AutoCheck automatically runs on every submitted and updated application, scanning for and flagging any concerns in the Unaddressed section. You can add those flagged comments to your update request for the applicant, or simply acknowledge them and mark them as not applicable this time.

  • πŸ’¬ Automatically adds comment suggestions to your update requests: Use AutoCheck's suggestions to support your comments when requesting updates from applicants. AutoCheck provides an intuitive interface to help you populate your update requests with its suggestions. You can select which suggestions you want to add as comments, along with adding your very own comments as well.

  • βœ… Detects resolutions: Every time you send a request for updates and the applicant responds by updating their form submission, AutoCheck will run again to check whether any flagged items (AutoCheck comments and staff comments) were addressed. If the changes match what the comments asked for, AutoCheck will automatically mark those requests as addressed, along with an explanation of how the change matches the addressed requests!

✨Check our video below for a quick tour of this updated feature!

Complete your reviews with confidence – AutoCheck is now live in Application Reviews! πŸŽ‰

New feature

πŸ“¨ Never Miss a Deadline with Email Task Reminders!

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Hi there,

We're thrilled to introduce Overdue Task Notifications – a new feature designed to make sure you and your team are always aware of important tasks! Whether it's an upcoming Plan Review or a task that's slipped past its due date, GovWell has you covered.
​

Here's what you can expect:

  • πŸ“‹ Keeps track of both upcoming and overdue tasks so nothing falls through the cracks.
    ​
  • πŸ“… For upcoming tasks: You'll get an email reminder starting 5 days before the due date, then again the day before and the day of – plenty of heads up!
    ​
  • πŸ“¬ For overdue tasks: A weekly digest email is sent every Monday, rounding up all overdue tasks in one convenient message. There are two versions of this digest you can receive:

    1. Personal digest: a summary of your own overdue tasks, sent to you automatically.

    2. Module-wide digest: a broader view of all overdue tasks across the modules you're subscribed to.

    To sign up for the module-wide weekly digest, simply reach out to your GovWell representative or our Support team and we'll get you set up!


No more missed deadlines, no more scrambling – just your team staying on top of things and keeping applicants happy. πŸŽ‰

New feature

🚧 Easily manage and track conditions of approval with our new Conditions feature!

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Hi there,

Our team is excited to announce the new Planning & Zoning Conditions feature. This feature provides your team with a structured way to capture, store, and reuse conditions of approval. These conditions are directly tied to a parcel or address and record the text, the property, who added the condition, and when/where it came from.

Some highlights:

  • Conditions are stored on addresses/parcels, so they live across any records linked to that address.
  • Conditions are shown to applicants when they apply with an address tied to a condition.
  • Conditions can be added to generated documents automatically.
  • Manageable directly on the Address and Parcel pages.
  • Conditions can be found via Universal Search!

Conditions can be entered and viewed in different areas of our platform, such as:

  • When logging a meeting
  • During Plan Review
  • Directly on the Locations page

With the Planning & Zoning Conditions feature, you can ensure that address and parcel conditions are reliably visible to both staff and applicants.

πŸ’‘ Want to see it in action? Our engineer Tanuj put together a video tour – check it out below!

Product update

⏰ Provide 24/7 support to your community with the in-product GovWell Community Assistant!

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Hi there,

Our team has now integrated the Community Assistant directly into the product, allowing your applicants to access our chatbot at any time within the app!

The Community Assistant is GovWell's AI chatbot designed to help your applicants find the answers to common questions about permits, applications, and municipal processes.

You can think of it as a virtual help desk to help your applicants with questions they would normally ask your team and through the entire journey on GovWell from start to finish. The Community Assistant is available 24/7!

πŸ”‘ Here are some of the key features your community can benefit from while using the Community Assistant:

  • Available 24/7: The Community Assistant is always accessible from your municipality's website or GovWell public portal, acting as a virtual help desk for your jurisdiction.
  • Trained on local requirements: The Community Assistant is configured and trained to respond to questions based on official sources from your jurisdiction
  • Context aware and page-aware context: The Community Assistant automatically determines the correct context and is aware of the contents of the page your applicants are looking at. Then, it can answer questions specific to what they are seeing, such as which steps they need to take to upload revised plans.
    ​
  • Provides clickable links: When answering questions, the Community Assistant will respond directly with clickable links to provide the correct forms and resources for faster follow-ups and faster routing into the right application.
  • Human in the loop: If the assistant cannot answer a question, it directs applicants to the appropriate contact person in your team.
  • Available in any language. The Community Assistant is available in over 80 languages and can automatically detect your language to respond with the appropriate context. The assistant can also translate any page or form into your native language.

For a more detailed outlook of this feature, please check our Help Center article here!

Interested in adding the Community Assistant on your website? Check out our configuration guide here!