Smart Send & Auto-Fill Site Documentation

Smart Send: Control Your Flow — Take control of your timing and workflow. With Smart Send, ProVision lets you decide what happens when you hit send: act immediately, pair it with an action, or schedule it for later.

• Choose from options like:
  • Send and Solve: Close the loop with one click.
  • Send and Snooze: Pick it up tomorrow or next week.
  • Send Later: Schedule delivery for a specific time, such as tomorrow at 9 AM or any custom date and time.
• Every scheduled message can be viewed, edited, or rescheduled, and drafts auto-save automatically. You can also configure scheduled sends to cancel automatically if something changes, such as a new reply, status update, or assignee change.
• It's a simple way to stay intentional and in control, keeping communication on your timeline and your team in sync.

Auto-Fill Site Documentation 📂

• Say goodbye to tedious data entry. ProVision now offers AI-powered auto-fill for Site Documentation, allowing you to instantly populate documentation fields using information contained in site files.
• Here's how it works:
  1. Upload a PDF—like a system proposal, design doc, or rack layout.
  2. Click the "Auto-Fill Site Documentation" button.
  3. Let ProVision scan the files and intelligently extract key details—then automatically fill out the corresponding fields.
• This update is designed to eliminate redundant manual input and significantly speed up your documentation workflow.

Signal Update: Smarter On-Call Scheduling

• Signal schedules now support filters for Assignee Groups and Client Segments, giving you more control over who gets notified.
• For example, send alerts for commercial sites to one team and security issues to another.
• If no filters are set, the schedule applies to all conversations (as before).

Revamped layout of Site Documentation section to enable collapsing of sections and better usage of space when using the full page view.

Added Alarm.com to doorbells site documentation dropdown.

Added visibility to CC's in "view original email".

Partner users now have access to create their own macros.

Merged conversations are now "soft deleted". Soft deleted conversations can be recovered, or permanently deleted.

Fixed an issue where internal notes were persisting a draft even after the note was posted.