What’s new
What just arrived in Rapporteo, update after update.
November 2026
See the client area as your client does
From the client record, one button opens the client area exactly as your client sees it: jobs, reports, invoices and shared documents. Read-only, nothing changes on their side.
October 2026
Documents: every file in its place
One folder per job, client and building, with categories (request, media, plans, quotes, reports, billing), successive versions, internal or client-shared documents, grouped ZIP download and a “To file” list for attachments received by e-mail.
Directions in one move
Pick Waze, Google Maps or Apple Maps and remember your choice: the navigation app opens straight away and the job switches to “On the way”.
More detail on the planning cards
One tap on a board card shows the request, on-site contacts, access, insurer, loss adjuster or property manager, every visit, the file’s progress and the amounts, without leaving the planning. Technicians don’t see the amounts.
Your reports with your AI assistant
Connect Rapporteo to your AI assistant (MCP connector, with your own permissions): it reads a report, corrects methods, readings and captions, reorders photos, checks the report before validation and previews the PDF page by page. A validated report stays locked.
A client area in your colours
Your clients create their account through an e-mail link, with no password, follow their jobs live, find their reports and invoices, and book a slot within your real availability, under your rules. By link, QR code or a snippet for your website. App to switch on.
Several visits, and the weather for each appointment
A job can span several days: each visit has its own date, technician and instructions, and “End of visit” prepares the return. The forecast is shown for every appointment.
TEO Mail: your inbox, sorted
Connect the company mailbox: TEO sorts every e-mail, finds client, property manager and building, prepares the job to schedule and lets you reply from Rapporteo with your signature. App to switch on.
Phone notifications and dark mode
Turn on notifications on your phone: you’re alerted even with the app closed, for example for a new booking or a new message. And a dark mode for evening work.
Annotated plans with Plano
Draw the job’s plan by finger or mouse: rooms, walls, 40 symbols, numbered marks, damp zones, pipes and dimensions. The plan appears in the method and in the PDF report, with its legend. App to switch on.
Voice dictation that knows the trade
Dictate findings and notes: transcription recognises technical vocabulary (sterfput, moisture meter, fluorescein…), on phone and computer. App to switch on.
Your Google and Outlook calendars in the planning
Show your Google or Outlook calendars in the planning and subscribe your calendar to the Rapporteo planning, appointments and recurrences included.
September 2026
Studio in 7 steps
Job, context, methods, photos, conclusion, layout, validation: automatic saving, templates per trade, photo annotation and a PDF with a cover, a summary table and the conclusion first.
Stronger sign-in
Two-step verification, an e-mail alert for every sign-in from a new device, and passwords found in data breaches are refused.
Ordering party and complete records
Each client can be linked to its managing agent or property manager, shown on the record, the job and the planning. Phone, VAT, on-site contact and the home’s contacts are on the record.
Kanban board in Dispatch
Every job in columns, from “To schedule” to “Closed”: drag and drop by finger, mouse or keyboard, filters by technician and period, clickable address to the route.
Notion and CSV import
Sync your Notion databases (contacts, jobs, statuses, dates) or import a CSV file, with a preview, column matching and no duplicates when you import again.