What's new
We ship improvements all the time.
NestWatch is built with home watch professionals, and we release new features and refinements guided by their feedback. Here's what's landed recently.
- New
Take your workspace data with you
Workspace owners and admins on every plan can request a ZIP of workspace records and original stored files. Check preparation status, review missing-file details, and download the archive before it expires. Credentials and payment-card details are excluded.
- New
Equipment, warranties, and emergency records for every home
Keep equipment models, serial numbers, photos, private manuals, warranty details, and warranty documents on the property record. Add equipment-specific emergency instructions and home-wide contacts, shutoff locations, access instructions, and response procedures. Link tasks, issues, and work to the unit they concern, and archive replaced equipment without deleting its history. Included on every plan.
- New
Send estimates and permission requests for homeowner review
Pro and Business teams can prepare a proposal from an issue, preview the scope and selected evidence, and send a revision for review. Submission queues a homeowner review email with delivery status and eligible failure recovery. Homeowners can approve, decline, or request changes in the portal; operators get an in-app decision notification and a versioned receipt. Work progress and completion stay separate from approval. No automatic invoice, markup, or charge.
- Improved
Keep existing work moving after a plan downgrade
An active downgrade to Solo preserves proposal history, decision receipts, pending homeowner responses, eligible same-revision email retries, withdrawal, and completion of existing work. Creating, editing, or submitting a new proposal revision requires Pro or Business. Homeowners do not face an upgrade screen when responding to a previously sent request.
- New
Private records keep client and subcontractor paperwork organized
Keep homeowner contracts, authorizations, statements, and other internal records on the homeowner profile. Pro and Business teams can also track subcontractor compliance readiness and private supporting documents before assignment. Attachments are operator-only PDF, JPG, or PNG files up to 10 MB; W-9 is status-only and no W-9 file is stored.
- Improved
Homeowner portal destinations survive refresh and recovery
Reports, issues, messages, service requests, and invoices now keep the selected destination in the portal URL. Homeowners can refresh, use browser back and forward, or recover a portal session without being dropped at the beginning.
- New
Recurring tasks meet a complete customer activity history
Create routine work once, manage future occurrences as one series, and preserve completed history when dates, details, or cadence change. Each homeowner and property also has one internal timeline for visits, messages, billing, issues, service requests, and manually logged relationship activity; a linked task completion joins that history only when you choose Log to customer activity.
- New
Broadcast to the right homeowners
Send one email or opted-in text to selected clients, everyone matching a filter, or a reusable saved audience. Before it goes out, see who can receive it and who will be skipped, personalize the copy, then track every sent, skipped, or failed delivery from Communications.
- New
Select once. Update many properties.
Select properties once to set them active or inactive, add their homeowners to a fixed audience, or start a broadcast. The selection count and confirmation stay in plain sight, so a big update never turns into a guessing game.
- New
Service requests now run like real work
Homeowner requests now have their own portal destination and a controlled lifecycle: New, Accepted, Scheduled, In progress, Completed, or Declined. Operators can keep private notes, post deliberate portal updates, reply, and open linked follow-up tasks without mixing the request into ordinary Messages.
- Improved
Clearer issue updates for homeowners
Issue work stays private until you choose to share an update. Homeowners can acknowledge it without changing the issue itself. The portal makes the big picture clear at a glance: the home is all clear, or something needs attention.
- New
Recurring visits and billing now understand occupancy
Pause recurring visits and invoices while an owner is home without changing existing visits or invoices. If visits pause while billing continues, NestWatch warns you, calls out auto-pay, and offers a one-click billing pause or a deliberate dismissal for year-round retainers. Skipped billing dates remain visible in the audit trail.
- New
Task Center for your day-to-day to-dos
Keep the work between visits organized: create tasks, link them to a property, assign a teammate, and check them off from one place. Smart suggestions surface follow-ups worth adding, and you stay in control of what makes the list.
- New
At-a-glance property insights
Every property record now opens with a quick health summary (recent visit cadence, open issues, and billing at a glance) so you can size up a home before you knock on the door.
- Improved
Date filters, sorting, and saved views for invoices
Slice your invoice list by issued date, sort by date, due date, or amount, and save the combinations you use most as one-click views. Great for month-end reviews and tax time.
- New
Photos on property records
Add a photo to each property so you and your team recognize homes at a glance, on the property list, cards, and record pages.
- New
Google Calendar sync for your visit schedule
Push your scheduled visits to your own Google Calendar so your NestWatch schedule shows up alongside everything else in your day. Each teammate connects their own calendar. Available on Pro and Business.
- New
Card-on-file auto-pay for recurring invoices
Homeowners can keep a card on file and have recurring invoices paid automatically the moment they're issued. Fewer reminders for you, zero effort for them. Both sides stay in control with a simple on/off switch.
- New
Storm prep and damage documentation visits
Run dedicated storm-prep and post-storm damage checks with their own checklists and reports, so you can show homeowners exactly what you secured before the weather and what you found after.
- New
Weather-aware scheduling suggestions
NestWatch now watches the forecast and surfaces properties worth checking ahead of a hard freeze or storm, so you can catch risk before it becomes damage. Available on Pro and Business.
- New
Saved filter views across the app
Save the filter combinations you use most (by status, property, or date) and jump back to them in one click. Your views are yours; they don't clutter anyone else's workspace.
- Improved
Recent activity on issues and the dashboard
See the latest notes and status changes on an issue at a glance, and a recent-activity view on the dashboard so nothing important slips by between visits.
- New
Homeowners can choose when reminders arrive
Let homeowners pick when their upcoming-visit reminder is sent, so the heads-up lands when it's most useful to them.
- Improved
Review-before-send for homeowner messages
Preview and fine-tune AI-drafted homeowner messages before they go out, using the same copy you'll send, so what you review is exactly what's delivered.
- Improved
Branded PDF proof-of-visit deliverables
Proof-of-visit PDFs now carry your logo and render photos cleanly, with a graceful fallback when an image is missing, giving you a polished, insurance-ready document for your clients.
- Fixed
Failed report emails are surfaced to operators
If a report email fails to deliver, you now see it clearly with the reason, and can retry sending the email without re-touching the report itself.
- Improved
Offline-first inspections sync reliably
Run a full visit with no signal and let it sync the moment you're back online. Transient network hiccups no longer drop a queued visit.
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