See What’s New in Encircle: Product Update Webinar
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Discover the latest updates designed to save time, reduce hassle, and help your team get more done in the field.
Welcome everyone to our quarterly What’s New at Encircle webinar. We’re gonna get started in just a few moments. Okay. We’re gonna get started. Thanks again for joining our What’s New at Encircle webinar. My name is Leah, I’m the Director of Product and Content Marketing here at Encircle. I’m joined today by four of our Product Managers from our Product team. We have Shaun. He’s our Principal Product Manager. We have Kash, our Senior Product Manager. Tyler, Senior Product Manager, and Mike, our Product Manager responsible for our mitigation, mitigation suite of our features. So we’ve got an action packed hour today, so I’m gonna race through some housekeeping items and get it over to to our PMs to go through what’s new. Like I said, we have an action packed agenda. We’re gonna start with covering the things that are new in Encircle, the things that you can actually see, touch, use, feel, and experience right now in your app. So we’re gonna cover things from, Encircle AI, Contents, Xactimate sketch, as well as Hydro, and an exciting sneak peek at what’s coming in the next three months. And you can see there’s a lot. We have been very busy at Encircle. These PMs are, are hustling to get more features out the door to, to help you in your day to day. So we’ll again, we’ll see more exciting things coming out of Encircle AI, some field documentation, some more Contents updates, Hydro, as well as some office admin/ job job management type functionality. So with that, I am going to go off screen, and I’m gonna hand things over to Shaun to cover what’s to get started on what’s new. Perfect. Thanks, Leah. Hello, everyone. I hope everyone’s having a wonderful spring so far. I know here in Kitchener in Canada, it’s finally getting warm again. Sun is out most of the time now. We’re past the rain and the late winter, early spring snow, so that’s wonderful. Okay. As Leah said, the team’s been extremely busy, and we’ve been launching quite a lot. You know, the biggest thing that we’ve launched in quite a while, not to take away from everything else that we’re gonna talk about, was Encircle Scope. So we we’ve been working on that, and we worked on it for for well over a year. We launched that last March for availability to everyone. And, really, what we’ve done is, kind of built a solution that works right within your workflow. You’re already documenting everything about the job, the the initial inspection, the work that you’ve done, and then leveraging the power of Encircle AI, which is trained on the restoration industry, the IICRC standards, experience that we, Encircle, has had for over 13 years, the knowledge we’ve learned from yourselves, our customers, and from the industry takes all the data that’s in there, analyzes it, and does the research for your own, what’s happened on the job, and a list of the things that need to be done by room. This covers all emergency mitigation jobs. Like I said, it’s IICRC backed. So in the scope, we provide validation and justification that is highly accurate to say, this is why we decided and we believe it is category two based on these photos, based on the notes that you’ve taken, the timeline that has passed throughout the job. And and it’s integrated right within our app. It’s you don’t have to go anywhere. There’s a high level of security and trust within it. And, really, what we’re driving here is helping you to kind of reduce missing revenue, highlight items and tasks that that can help with you. We’ve done a fantastic job on that. A lot of our customers that are using it, have high praise for it. We’re not stopping there. We wanna move to the next slide, Leah. We’ve actively been continuing to improve Scope based on the feedback that we’ve received from our customers. So coming before the end of June, we’re updating Encircle Scope. As well, we’re adding a new section where so we pull in Encircle Hydro data already that helps inform the IICRC equipment calculation, helps inform tasks within the rooms. But now we’re gonna be highlighting, and this helps feed into how you take the scope and use that to create your estimate, is if you use Hydro and you’ve placed equipment within Hydro, we’re now gonna list that out within the scope. So you as a project manager, you as the estimator can look in one spot and see, here’s what the equipment calculation was. Here’s the equipment that was actually placed on the job, and that can help inform how you gonna write up your scope and write up your estimates. Sorry. And then also go back to the team and say, hey. Let’s place some more equipment. We’re able to do that based on, you know, what the equipment recommendation is. Next, we’ve also improved support for our UK and Australian customers. Using language and, you know, verbiage that is, you know, different in in the UK and Australia. So the scopes will be more refined for those locations and also included metric measurements. So we’ve historically just driven Imperial, which is what we use in Canada and in the US for kind of for construction. UK and Australia are are on metrics. So now we know what location you’re at, which country you’re in, and we’ll convert all of the quantities into and and measurements into in the metric. We’re also updating the task table for each of the rooms and improving kind of the quantity and the units that we list out there. Right now, we show things like s f and f. Well, we’re gonna create a new column that highlights, the units that are aligned to how you would use, the units within Xactimate, leading us into how we can help improve estimating. And lastly, we’re we’re improving our data quality notes all the time as we, get feedback from customers, review outputs through our system. And if you’re have older files, that you wanna run through Encircle Scope, we’re gonna highlight some of these things because as a project gets older over time, particularly, you know, 30, 40, 60 days old, the way our AI works, it can, interpret things differently, based on an expectation. And we’re approving, highlighting some of those differences within the data quality goals. Lee, if you wanna move to the next slide, all this to say, so Encircle Scope is kind of an add on to your Encircle subscription. We have a current promotion going on now until the end of June, where you, you get 30% off to the end of June. So if you’re interested in signing up for Scope, now is the time to do it before the end of June. Scan that QR code, reach out to your Encircle account manager, and we’ll definitely hook you up with with Encircle Scope. That’s it. Now I’ll hand it over to Kash to talk about what else we’ve done. Thanks, Shaun. Yeah. I’m very excited to talk about video summary. It’s it’s a feature that’s live for everybody. And if you have not tried it yet, I really, really recommend that you test it out because it’s it’s a really, really cool functionality. The video summary feature lets you automatically generate transcripts for any of the videos that you are capturing in the field. But, also, we leverage AI to generate clear formatted summaries of that information. So it really unlocks the, data that you’re collecting in the field, but creates it in a format that’s easy to use in reports, easy to share with other stakeholders. So it’s really kind of breaking down those those barriers for your teams. It analyzes key topics, points, action items, and it really kind of changes the way that you’re working in the field to be more conversational and more present, with what you’re doing and letting Encircle really tackle the the documentation piece. It works and translates videos in hundred plus language preliminarily, but we have dedicated support for English, French, and Spanish. So you can speak and have your team speak in the languages that they prefer and kind of naturally speak in and make sure that the documentation is in the language that you need it to be. So like I said, increasing collaboration, breaking down barriers. It’s a really, really exciting feature that we think will transform the way that your teams work, and it’s available for every single person. So please try it out. And then, I can switch over to the next the next thing because, there’s there’s more to come. Item descriptions on the content side is also something that has been having a really, really big impact. We’ve just kind of ended our free availability period, but it’s still functionality or feature that’s available to add on, to any of your plans. The item description feature lets you create accurate, high quality item descriptions on both web and mobile, and it really works with you, to create your descriptions in the background while you work, but also, just based on how Encircle handles AI, really lean into the the expertise and the discretion of your folks in the field. It will never overwrite any of the kind of manual inputs that you’re putting in. It’ll only really assist in the areas that you want the AI to assist in, and it generates descriptions right in front of you so you can review it in the moment. And like I said, stay present in the field and do the job that needs to get done. Each of the descriptions is professional, concise, and includes all the details that you’d need to search for items after the fact. And it integrates with all of your existing reports and workflows. So if you’ve got custom reports, schedule of losses, anything like that, it works just as well with everything that you’ve got set up. So there really isn’t much of a transition, just work and time to be saved in the field when you try this out. So, things like description, brand, model number, etcetera, anything that’s available in the image will be captured. And we we’ve spoken to folks firsthand. It’s been really, really game changing for for them testing it out and trying it out in the field. So we’re really excited about this feature. Go to the next slide here. Like I mentioned, AI descriptions is an add on, functionality based on the size of your contents shop and the number of items that you’re generating. It’s including both the infield item description functionality, the ability to create multiple descriptions from a single photo, as well as to create bulk descriptions from multiple photo uploads. So there’s a lot of functionality there that we’re really excited for. If you want to learn more about, what’s included in the feature and the specifics, please reach out to your success, manager, or you can scan this QR code here to get more information and learn more. So really, really excited. Contents. Yeah. So there’s, one other thing that we really wanted to share and we’re really excited about talking about, which is the scan to pack QR codes feature. This is something that folks have been looking forward to for a very, very long time, and we’re really excited to not only just talk about it, but as you can see here, this is functionality that’s available for everybody today. So this beta functionality will allow you to create customizable QR code labels. It allows you to automatically prefill those labels with project information. You don’t need any new custom hardware or specific printers. You can print it on label sheets with common printers or even thermal printers if you’re using desktop thermal printers for have industrial use. We’ve got universal QR code labels or labels that generate with, like I said, claim information. And as with all the stuff that we do at Encircle, it’s fully functional while offline. So you can trust the feature to work in the real circumstances that you’re working in in the field. So I think we’ve got another slide right after this that shows the the labels itself. So you can see you’ve got something on web where you can create and edit and change the labels, and then it generates a PDF that you can print out. But I really do believe that showing you is better than telling you, and so I’ve got a live demo just prepped to showcase what this functionality includes. So looking here, you can see that in a claim under the content section, there is going to be a new section here called QR labels. And this section here is where you’re going to be able to create any of the QR labels that you need for your job. You can select your label size here. So we have a couple selections that are currently available. You can use Avery labels of specific type depending on the size, smaller or larger. And then we also support desktop direct thermal labels. So if you are using printer roles, we support templates that, allow you to generate printer, labels from there as well. So you can see here from this wizard, you’re able to add tags. So you can create tags that, we’ve seen teams use this for dispositions, for room types, for anything that’s specific to your process. And I encourage you to really experiment and try out what works best to save you and your teams the the most amount of time. There’s a lot of flexibility to allow you to customize this however you’d like to really have the most impact. So you could see you can change the colors, you can change the words, etcetera. And like I mentioned, this is integrated directly with the claim information. So when you click add label text, it prepopulates with the address, with the name of the claim, also with job IDs or with specific identifications if you have those, set up on the claim so that it really reflects the data that you want to see or show on the labels themselves. You can see the full preview of what the sheet will print out. And like I mentioned, all you need to do to get these labels, onto your boxes is click export label to PDF, choose the number of sheets, and then the labels just generate like that. You can print them out. You can send them out to be, printed to any of your, stations that may be remote. And so you can do a lot of stuff depending on the nature of your workflows. So there’s a lot of really, really cool stuff. Like I mentioned, these QR code labels can be, included with claim information, but they can also be generic. So if you want to create stack of labels that you want to keep in a to go truck or if you want to have extra labels in case things run out, because things do happen in the field, we support the ability to create QR codes and just have them available, and they function universally between any claim that you’re using. So you don’t have to limit yourself to specific claim preprinting depending on the way that you work. Like I said, all of the scanning works seamlessly both online and offline, but you do have to generate the QR codes via web. So that’s the experience on the website. I’m really excited to show you what it looks like on mobile. So if you’re on the mobile device, as you can see here, all you really need to do is open the Contents camera, take a picture of an item as you would typically be packing out. And then once you do that, all you need to do, just give it a second to load, is you click start box here just as you would with any of your boxes that you’re collecting, And then you scan the QR code on what I’ve got here is a handy dandy totally to scale pack out box, but you start a new box, scan it here. Second. You select your box type, and then the box number has been set. So you can see here the unique ID that is set for the QR code is visible here. And you can see as well, not intending to demo this, but with the AI description functionality as well, the description for the item has automatically generated in the background while you’re completing the rest of the work. So you set your disposition, you go through the rest of it, and then the disposition and the box QR code are both sticky, and so they are maintained as you go through the rest and switch through different QR codes. So it’s a functionality that really allows you to do your work quicker, and this is my favorite part of the demo where I can say, that’s it. Really, it’s meant to be quick, easy, and seamless in terms of letting your folks kind of work with what’s in front of them, the boxes that they’re currently packing, and reduce a lot of the kind of user error with using Sharpies or mixing up, box numbers. So it’s really, really, really impactful. This beta functionality, like I said, is available today for you to test out and work with your teams. But as we’ll speak to you a little bit later, we do have some additional functionality scanned track that is coming out later this summer that will only elevate the functionality that we’ve already got available here. So I’ll talk about that a little bit later. Perfect. Thanks, Kash. Another quick update that we wanna give you before I hand it off to to Mike to talk about some we have up in Hydro is so two years ago, we launched our integration with Xactimate for the first time where you could take an Encircle floor plan and bring it in and generate an Encircle sketch. Last year, we created created the ability to create reference areas within Encircle based on the fixed features, you know, cabinetry, furniture, toilets, whatever shows up in the floor plan to represent those as reference areas within the Xactimate sketch. Received a lot of feedback from our customers that what we really needed was reference blocks because of the ability to kind of automatically add and subtract and deduct calculations behind cabinetry and behind other elements. I’m happy to say live as of two weeks ago, I believe, is built into Xactimate sketch. We now convert the vast majority of fixed features that come into, an Encircle floor plan into reference area or reference blocks into Xactimate. So you can see here, this is a picture of my kitchen. We have the lower cabinets. You have the upper cabinets. Our within our floor plan scan, we’re able to detect the height, and we snap it to industry standards, like 36 inches. And then, you know, sinks snap to the same height as cabinetry. So it’s all, you know, common. It just works within the flow. The one thing to note is, stairs will remain as reference areas. And the main reason is during our floor plan scan at this time, we’re not getting enough data that we need to be able to convert it into a proper Xactimate sketch. These are things that we’re looking at, but at this time, stair will remain as kinda reference areas to highlight where they are within the Xactimate sketch. But now the vast majority of fixed features, things like fireplaces, toilets, appliances will show up now as reference blocks, within your Xactimate sketch. Thank you very much. Alright, Mike. Let’s, let’s hear what’s happening with Hydro. Awesome. Those are some great updates. Okay. So I just wanted to talk first about, highly requested update relating to our room dimensions workflow. So we currently offer a really convenient way of putting in room dimensions for common room shapes, and we’ve updated this page now to default to the most common room shape, which is square. It’s gonna save people a lot of time, and you can also define whether or not the room is affected or unaffected from this page now as well. But the most exciting part is actually now we allow other room shapes. So you can document the room dimensions for basically any room shape that you can imagine, and it’s a fast and easy way that you can input now. And, then you can go about your day and do your equipment calculations and your mitigation project. So next, I will get into some of the new features that are coming up and some of the AI that we’re working on. And speaking of things that can be done quickly, we put a lot of focus on trying to get the most time consuming tasks to be as fast as possible for technicians in the field. So next week, we are gonna be launching what we call instant reading capture, which uses an AI layer of optical character recognition that will now allow you to simply take a photo of your moisture meter for psychrometrics or moisture content readings. And simply from that photo, we will extract the photo evidence and both the readings that you need to document your work. And so this is a really awesome workflow that now takes away any kind of manual entry that you’re gonna need, and it breaks down a a task that normally would take 30 seconds per reading down to about five seconds. And so this is a great way that you can get more work done with doing less, and it’ll work with pretty much any of your digital moisture meters. It won’t work with the analog meters, but any moisture meter with a digital screen, this is gonna help you out a lot. So we’re really excited to launch that next week, and everyone can get get playing with it mid next week. So I will pass that on to Shaun. Yeah. Thanks. Thanks, Mike. So another feature, and we we’ve talked a bit about this in the past. So coming later this summer, enhancing our notes and giving you guys more ability to create the notes that you need and clean up the notes that you’re putting in there is kind of note enhancement. So another AI feature where within the note after you’ve created it, you’ll be able to quickly clean up, kind of improve the spelling and grammar of a note because I know in the field, you can type pretty quickly and sometimes, you know, with with bigger fingers, you aren’t necessarily hitting the exact words or auto correct goes to the wrong thing. You’ll able to highlight the text that you want and kinda clean up and refine that that language. Additionally, what we’re gonna do is allow you to, take create action notes out of a note that you’ve created. So really good example of this is if you’re currently using the voice to speech functionality that comes with your smartphone when you create, a note with an Encircle, Usually, it can come out as just a giant text. If you wanna read that as a list of tasks for your team to do, you can now highlight that text, click our to do button, and then it’ll identify and create those into checkbox items within within the app. So allowing you to drive efficiency of explaining what needs to get done and then using kind of AI within our app to create that into the format that you need, which would be a tech a tech check checklist. Sorry. I have a little brain meltdown there for a second for your team to then action on. And then lastly, the feature that we we’re also implementing is, as Kash said with video summary, we wanna let your team work in the language that they wanna do. So if you have team members that, you know, only speak Spanish, but they’re entering notes, either typing that in or you using their voice, you’ll now be able to translate that note into kind of English, French, or Spanish back and forth depending on what language you need that output to be in. So kind of, again, putting AI in our app where it makes sense and giving you the tools that helps you just do what you need to do with your information. Now the next thing I wanna talk about is a bit of a teaser as to what’s coming later this summer as well and kind of the next big enhancement that we have moving on from Scope that we launched last summer. And Leah kinda hinted at this a bit earlier in the agenda, so you may have caught that. But, coming this summer is the ability to take the Encircle Scope that we generate, that list out what was wrong, you know, kind of the narrative of the job, the project task, and all the room tasks. And with very quickly a few clicks, you’re able to generate the line items for that, for those tasks, and we’ll put that into an Xactimate estimate that you have created in Xactimate already. So connecting using that connection that we already have, I talked about the one we have earlier where we can take the floor plan and bring it into Xactimate sketch. Using that same pipe that we create, we can now take the floor plans that were used within Xactimate or within Encircle to create the scope, take those floor plans along with the task that we’ve identified, and create the line items and the first draft of your scope of your estimate within Encircle. When we pass over line items, we’re gonna be populating the category, the selectors, the activities, the calculation, and the units. So all the items that you need for each of those line items as we’ve defined them and calculated them within Encircle Scope, we’re gonna populate them. And, basically, creating an estimate ready for review and kind of updating as the job progresses based on kind of the scope that we created. Gonna give a quick demo. This is still very much in development. I’m gonna show you guys how simple the UI workflow actually is gonna be within within Encircle. So give me one second here. Here we go. So once you have an Encircle scope all created and you’re ready to send that to Xactimate, there’s now gonna be a new section here. So there’s gonna be, you know, preliminary work that we need to do to set up and connect Encircle with your Xactimate account that already exists today when we do with floor plans. So if you already have it set up, you’re halfway there already. And once you create a vendor request in answer in, Xactimate, that comes into the Encircle system, comes into your org so that when you get to the scope that you wanna send back to Xactimate this new section shows up. Simply hit send. You’re gonna see a list of all the requests, if you will, from your Xactimate that you’ve made into Encircle. So if there’s any unopened ones, you can easily select which one you want. We’re gonna give you the ability to search and filter. I think most of the time, they’ll be pretty short because as you use them up, they get removed from the list. But you select the request from Xactimate that you want. Hit continue. Now you just verify. Okay. This is the scope that I’ve chosen. This is the request and the estimate I wanna send it to in Xactimate. And here are the floor plans that are then gonna get converted into Xactimate sketches. And then you hit send to Xactimate. The system starts processing. When it’s done, it’ll be complete. Now you go into Xactimate, finish the import within your sketch. And from there, you have your, you know, multi floor, Xactimate sketch with line items that were calculated all from your scope. So really creating this very quick process from initial inspection where you gather your documentation, quickly do the research, convert that into a scope, and with a few clicks, put that right into Xactimate. And you have your foundation of your estimate for that job all within one workflow, all within Encircle. So we’re really trying to drive that efficiency. We’re really excited, to bring that out. You’ll notice there is a, QR code on the screen here. We did this with with Scope last year, and we wanna do this again with our Scope to Xactimate that. If you are interested in helping us trial this out and beta it out, please scan this barcode. We’ll take you to a form to fill out. What we’re looking for some, you know, some of our customers that are already Encircle customers are already using Encircle Scope, and we’re gonna reach out to you, and we’re gonna work with you to get you on our Scope to Xactimate beta, and get you testing it out and get your feedback and helping you become part of making this, a fantastic product. So like I said, scan that barcode. We’ll reach out to you when you have more information. If you’re not a Scope user, reach out as well. You know, our our sales team will be more than happy to, to talk with you and then help get you on that on that beta. Perfect. Alright. Thanks very much. That’s it for kind of the AI features that we’re launching. I should say that’s it. That’s quite a lot stuff that we’ve already launched, the last three three months and what’s coming in the next three months. But now we have even more features that we’re we’re bringing out. So within field documentation, our goal has been to give you the tools and let you use the tools that you use to document. And in this case, last year, we launched 360 photos with the Ricoh Theta camera. Coming this summer, we’re expanding our integrations to the Insta360. So in this summer, you’ll be able to bring in the Insta360 that you use. We’re gonna support the X5, the X4, and then the X3, which is also the DS1 camera. Those cameras will be able to connect within Encircle, take a 360 photo, and then start using that for your documentation and reporting after that. So we’re really excited to expand our offering, to meet you guys where you’re at and use it and connect with the tools that that you’re using in the field. And with that, I think I’m actually done for the day, but I’m gonna hand it off to Kash to talk even more about Contents. He’s been hard at work the last year getting all these features ready for you. Kash? Definitely. A lot of a lot of great stuff to come. So with the launch of scan to pack, you’re definitely thinking and and kind of wondering how can we take this QR code functionality and use it to further elevate our field experience. And I’m happy to share that coming later this summer, we will be releasing scan to track QR code functionality. So the focus of this really is to take the QR codes that you’re using in the field to speed up your packouts and then allowing those QR codes to then make it easier for you to track the locations of items over the life cycle of the claim. So you can track locations on both mobile and web. You can efficiently set box locations with a simple QR code scan. You can do that in bulk. You can see key info at a glance, and I’ll I’ll I’ll talk about that in the next slide a little bit. But you can also start to make, updates efficiently through bulk location settings or bulk box updates as well. So there’s a lot of great functionality to come. If you go to the next slide here, I’ll talk through kind of the specifics, but it’s it’s really, really cool to see how you’re going to be able to not only scan the boxes to set their box number, but once you’ve set the box QR code, you’ll be able to now scan the QR code to open a specific box page that contains a dedicated set of information for that specific box. The type of box, the QR code ID, who created it, but also dispositions of the items that are in it, the rooms that are, kind of the items are coming from, as well as a list of all of the items. Something that’s really exciting is that you will be able to scan these QR codes not only with, the scanner within the app, but you’ll be able to use your phone’s native camera to scan a QR code. It’ll open up the app, automatically open the claim that the box is in and open the box page. So it’s as simple as that, really, if you’re working in the warehouse or even in the field to understand what box is what. That’s going to be part and parcel of updates that we’re going to be doing to just the box page in general, the box list, and just refreshing the entire experience so that it works seamlessly with QR codes and is just a lot faster. If we go to the next slide here, the location scanning is something that I think will be really impactful. You’ll be able to see a list of all the locations for items in the claim, but you’ll also be able to drill into any of these locations to be able to see all of the boxes that are contained within specific locations. You’ll also be able to, with a single click, open a scanner and start to scan any of the boxes into that specific location. So it not only limits the need to do this kind of manual entry or moving of boxes, but it provides you and your teams an additional layer of quality control where you are sure that someone has seen a box and moved a box from one location to the other. So gone are the times where you have left something in the back of a truck, or find a box and don’t really know where it came from or what it’s for. This kind of seamlessly integrates with the work that you’re actively doing in the field so that, you never really skip a beat. The location page, like I said, will have all the information on who created it, who last updated it, the type of boxes that are in location, as well as a list of all of the boxes that are contained within. So you’ll be able to see all the information at a glance and manage it however you need. So it really allows you that control and that extra assurance that items and boxes are going where they need to and allow your teams to seamlessly work while documenting and managing that stuff. So it’s it’s definitely going to change the way that folks work, and we’re really looking forward to it. So another thing that, kind of combines or aligns with all the stuff that we’re doing to make the documentation a lot easier is we are going to be releasing a feature called item inventory manager. And, really, the heart of it is allowing this kind of great documentation that you’re doing in the field to be easily audited or readable on the web experience. So if you’re reviewing a claim or the, information of a job on web, you’ll be able to get a one stop shop for all the item information that you might be needing. You’ll be able to find the homeowner trying to call in because, his wife needs the wedding dress that they found in some box in the corner. You’ll be able to search using advanced search, multiple, kind of categorizations. You’ll be able to search by brand, by disposition, by anything that you really need. And you can see from some of the functionality we’ve added for AI descriptions, the additional detail that are going to be captured when all these features come together make for a great experience where you’ll be able to capture the details and then efficiently search for those details really easily. You’ll also be able to have dedicated filtering for blank or incomplete items. So this will allow you to just do that extra layer of quality assurance, find, items that potentially might be missing descriptions or dispositions so that you are making sure that your entire claim has all the accurate and correct information. We’ll also be supporting some bulk actions, which I’ll show on the next slide here, and then being able to see location and box info at a glance. So if we go to the next slide, this is just a a bigger view of what’s in what’s included in this page here, but you’ll be able to see, you know, a profile picture, quantity, the description, the brand, disposition, but also the location, the box ID, and the box type for any of the items that you’re seeing here. So once you search for an item, you don’t have to go anywhere to know exactly where it is in your warehouses so that you can kind of have a complete understanding of these items. So altogether, we’re really excited about how these functionalities combine together to really make a seamless experience both in the field and then when you’re reviewing it in the office as well. So definitely improvements to Contents that we’re really looking forward to. Well, that’s some exciting stuff. K. I’ll just talk real quick about something else coming up in Hydro this summer. So for those of you who use the Tramex MEX5, you know how great it is to integrate with Encircle for most of your content readings. You can simply tap a button, capture the photo, capture the readings through Bluetooth, and, your your work is done. So now we are expanding that to also apply to all our psychrometrics readings. So you can use the same great workflow where you can just tap into your Tramex MEX5 Bluetooth, and you can capture the photo in both readings. One click gets you your readings, and it reduces all the manual errors and all the manual entry that you have to do for all of your readings now. So this is gonna be exciting. If anybody would like to get into the beta, that will be opening up very soon as well. And, again, we’ll be going live this summer with that. I will now pass it off to Tyler for the office team. Thanks, Mike. Lots of exciting things coming out, and, you guys, really focused on the field side, have really delivered a lot of great stuff for us. And I’m excited to take those tools and give some stuff to the folks who in the office. We all know that work doesn’t always just happen in the field. There’s a lot of stuff that goes on behind the scenes that people don’t necessarily know about to keep those documentation pieces moving. So what are we gonna do? Well, we’re bringing in what you see on your screen there is is our progress board, and it’s gonna give you the ability to take click and drag each of those job cards around. We’re also going to give you a simplified contact experience. We’ve been claim centric for a very long time, but we’re introducing the concept of projects to to help align how your teams actually work. We have a few spots open for beta evaluators, and we’d love to work with you. So if you’re interested, scan that QR code and let us know. Yeah. So we we’ve been working for a really long time, and I’m finally excited to start getting this stuff out to you guys and and get some feedback from you. So thank you so much. Alright. I’m back. It looks like we’ve been answering questions as we go. Thank you, Zach, for your question around QR codes, and there’s been a few others. I haven’t seen any other questions come in, so, I’ll I’ll give it a few a few minutes to ask any questions that you might have. But I would direct you to the chat. I have posted all of the links to, to the things that we talked about today. So if you’re interested in, getting access to Encircle Scope, you can, you can visit the link in the chat. If you are interested in signing up for the Scope to Xactimate beta program, please, see that link as well, and same with the one for Tyler. If you’re interested in beta testing our exciting, job management or office administration tools, there’s a form in the chat as well. So the I’m gonna speak on behalf of all four product managers who are here we make our product great because of the engagement that we have the interaction that we get from our from our users and from our customers. So if you want things to to be a certain way, please please consider signing up for our beta programs. Daryl has asked a question. Will the inventory list transfer to an Xactimate estimate? Kash, I believe that is a question for you. Yep. Definitely. So right now, the web list that we’re showing is allowing you to see the current state of the claim. As Shaun mentioned, we’ve got scoping and estimating tools that we’re continuously developing. And so it’s something that we can potentially look into in the future to enhance the scoping and estimating tools to include kind of contents and inventory. So definitely a great question. Yeah. Definitely, Kash. And just to expand on that, like we’ve said, our Encircle Scope today is predominantly focused on mitigation. When you do the mitigation scope and run the scope and we analyze your data, we are pulling out things that, are part of rebuilding our product contents as well. But our plan, as Kash said, and as we’ve said in the past is, we’re gonna build out our scoping offering to allow you to generate specific scopes for content, specific scopes for rebuild. Those are things coming in the future. And with our integration into Xactimate as we have those specific scopes, then we’ll be able to create and help populate your specific estimates for each of those different jobs that you’re on. So, like everyone said, stay tuned. This is, you know, our road map is continuously evolving. We’re not done after after this summer. We all wanna keep working. We wanna keep working for you. So, yeah. Again, never stop asking those questions because it helps inform where we need to go next because without you guys, we wouldn’t be here. Definitely. I think, Leah, I can answer Josh’s question as well as Zach asked a really good question, so I figured it’d be good to just answer both of them together if that’s alright. Yeah. Go for But just in terms of the QR code label support, I’ll share my screen again just really quickly. But we do support several different label templates. So the question is, where do you get the label sheets? And so that really depends on what labels or printers your team is currently using. We support and you can see as you’re generating these these templates, Avery label templates, five one six three and five one six four are called out specifically, but definitely anything that is compatible with these formats you can use to print in any standard printer. So we spec we specified these so that you kind of seamlessly can search for these specific templates, but anything that fits this side size will definitely be supported. Similarly, for thermal labels. So if you are printing things that do have a high volume, we recommend that you are using these desktop direct thermal labels because they allow you to print thousands of labels at one time or control that that label generation. As well, these templates are also just larger. So if you do want to contain or add more information to these labels, you can easily do it on those type of hardware. One thing I did miss while I was showcasing the QR codes that I didn’t wanna call out is that these labels that you can see here are fully customizable. So they do prepopulate with the information for QR codes, from the claim, but you can change any of this information however you’d like. You can erase information. You can change names. You can update things. But we’ve seen from Teams as well that you can fully customize this based on your process. You can add a section here just for initials. If you want to create some place in the label for you to put initials, you can add specific information like fragile in here or other things as you are generating these labels so that they really serve you. So determining which label size you want to use as well as determining what information you wanna put on there are both things that we invite you to test out and to kind of learn with your teams as you have access to this this beta functionality. And please feel free to reach out if you have any other questions. Great. Kash, there was another question. What safeguards are in place to prevent misplaced boxes, duplicate scans, or incorrect vault assignments during active warehouse operations? Very, very good question. So there are safeguards in place to allow for anything that we can kind of logically block out. So if you are using QR codes, they are limited to only one use. They are universal, you can use them between claims. But if you have scanned a QR code that is actively being used in another claim, then you’ll be met with an error so that the kind of user is aware, hey. This QR code has already been used in another place. Each of them is fully unique so that across the life cycle of all of your jobs, you’re never running into two QR codes being the exact same. While you are scanning into a location, each of the boxes should be set within the claim to start. If you do scan a QR code that does not exist within the claim or is from a separate claim, you’ll actually be notified as you are scanning so that you have that extra layer of protection, like I said, the quality control, where maybe a box from another job was left in the truck and you’re starting to move it and you scan it and says, hey. This is actually from a claim that you did yesterday, a job that you did yesterday. And so there are those safeguards that will enable you to really just get that quality control. And so we’re building that thing in, those things in kind of very thoughtfully. Great. Thanks, Kash. Shaun, the last question that I see that’s come in, I think it’s from you, but it might cross over into Kash’s world as well. Can the Insta360 camera identify what contents are in a room? Yeah. So that kinda integration between, like, capturing a photo, whether it’s kind of 360 or flat photo, and then how do we analyze that and put it into content. So I know for, like, regular photos that you take with your camera, we do have a feature. Once you’ve taken that photo, you can tap and create items out of that photo, and it works perfectly with the stuff Kash has been creating in terms of AI descriptions and auto populating the the descriptions. In terms of kind of automatically, I’ll say scanning a 360 photo or even another flat photo that we have rather than you having to point it out. I’ll say those are things that we are definitely looking at at how do we drive further automation, throughout the field documentation process and how that lends into Kash’s world of how do we capture an inventory items and move it forward. So short answer is no. Not today, but definitely something that we’ve been considering, Eric, to, again, just drive efficiencies and how can we make it faster for your teams in in in the field. So so stay tuned on that one. No no date, but definitely on on the plan. Great. Shaun, as one of the leaders on the product organization, we just had a question come in. Does Encircle ultimately envision becoming a complete restoration platform? So it combines combining estimating contents, warehouse management, and workflow coordination. Oh, great question. Let’s see. How do I how do I answer that one without getting myself into trouble? I’m just I’m just joking. So, you know, from the beginning when when Paul Donald, our CEO, cofounder, kinda created the product, we’ve really been driven the features that we put into our product by our customers. We had the initial insights and with our background from mobile, a lot of our our team in the beginning, Paul specifically came from BlackBerry. We understood the importance of mobile first, and Paul really understood kind of the challenges your team has in the field and really focused on that kind of mobile experience and that field experience. And it was really about documentation at that time. How can we create an efficient workflow to do the things that your team doesn’t wanna do? Your team is there to rip out carpet, place equipment, repair and and fix and return that property to preexisting, conditions before that loss happens. But documentation is a necessity within the industry. It gives you the ability to provide proof and validation against your estimates. You can get paid and your customer knows what’s done and they can trust the work that you’ve done. So we’re really honed in, around that documentation for the last couple weeks. And that includes Contents, that includes field documentation, and with Mike’s work in mitigation and providing you a really fast and easy way to document kind of the the progress of drawing the drawing the space. As you see in the road map, launching Scope, connecting that into Xactimate to produce line items, the stuff Tyler talked around around, how do I see what’s happening across all my jobs? What’s the progress of all of them? How do I track where they’re going? We are definitely, as we grow and as we listen to our customers, kind of expanding our our our feel, our our sphere of of features to meet the needs that you have been asking us for. So we’ve had customers asking for, I have this great data in Encircle. What can I do with it, and how can I create my estimate faster? And that’s where you see me started with analyzing it and creating a scope and now pushing those line items into Xactimate. We’ve had you ask, I can understand where a job is at a given point, but I work on multiple jobs. Because of using Encircle, I’ve been able to drive efficiencies, and I can expand my business. I have more team members. How do we understand what everyone’s doing? And this is where Tyler is coming in and expanding kind of an offering tools to people not just in the field, that are in the office or PMs that are in the truck and understanding kind of how do I manage all these jobs that I’m working for. And then as we expand and grow and get really solidified and solve those problems, you know, there could be a world where we get into kind of asset tracking and those other things that you’ve talked about. But for now, we’re really moving with our customers, responding to the features that, we’ve provided and where you wanna take us. And then using technology, things like AI, things like 360 cameras and the barcodes that Kash is putting in there to just drive efficiencies in everything that we do, whether that’s field documentation. And now I’ll be moving to offering tools within within the office and helping manage all those jobs. So that that’s the journey we’re on. You guys are helping direct us, but we really wanna provide you a as much as possible to do all the things that you need to do to serve your customers and really to drive your business and be and be successful. So how’s that for a soapbox speech, Leigh? Is that pretty good? I think I I think I did alright. Love it. And while you were on your soapbox, Shaun, Kyle has a question. Kash, this is for you. Will the AI description feature allow for bulk listing, like, describing multiple books or DVDs? Yeah. Great question. One of the things we’re really proud of with AI description functionality is it really works with you. So it really depends on the way that you are staging the items. If you’re staging individual items, then the focus of description will actually be on the individual item with detailed information that it’s able to capture. If you are capturing a a group of items, a bric a brac of similarly themed items, the model will actually adapt to create a description of the group of items. So if there’s multiple books, it’ll say books, various titles, and actually be able to provide an estimate in the quantity of items that you are capturing in the photo. You’re also able just to depending on how you work, capture the photos separately and then, upload them in bulk on web if you want to capture the multiple items, or if you want to have several items staged in a single photo in a room overview photo and then manually, create multiple descriptions from one photo, you can do that as well. So whatever workflow works with your teams for bulk photo capture or item capture, we support it. So definitely really, really good stuff there. Kash, we just wanna jump in. I think one of the things and I think Shaun and I have talked about this a lot at other webinars is when we release AI features and what we’ve heard from our customers and the restoration industry is that, accuracy is paramount. And so when we think of item descriptions and I think having watched the development process of AI item descriptions and how thoughtful and pragmatic you and your team have been in making sure that you haven’t just implemented AI for AI’s sake, I think it comes back to that question around the 360 camera. Could we have Shaun, I’m gonna speak for you too. Could we have implemented the technology to pick up items in a photo from 360? Sure. But we need to make sure that it works consistently, reliably, and accurately every time, because otherwise, it’s not efficient, for, for the people in the field. We wanna make sure it’s accurate and efficient. It’s actually saving you time and not having to go back and correct the AI. AI is an amazing tool, but it’s not magic. And we wanna just make sure that we have guardrails in place or that we’ve that we’ve been really carefully implementing these guardrails. So I just wanted to make sure that we reiterate that because I think we’ve said it a lot over the last six months, and I think we need to continue to to to share that message that we’re not just implementing a generic large, language model in here. We’re not just, like, drawing a photo into ChatGPT and saying, is this? Kash and his team have so carefully developed this Encircle AI item description model to be tailored to restoration and to the restoration workflow to make sure that it’s providing the efficiencies that that our customers expect and that it’s accurate. So 100%. How’s that for soapbox? That’s great. AI is an incredibly powerful tool, but we have been incredibly thoughtful in making sure that the application of it kind of puts trust at the forefront. When we are testing out the tool and developing it, we wanna make sure that works in real context that you will be out in the field, dark rooms, low light, items that have char or damage on them, and being able to make sure that it’s still able to create robust, consistent descriptions that my main focus was to make sure that we are saving you time, not creating a system where you have to babysit another kind of, an unreliable output. That trust and reliability is really where you start to save time because your teams actually begin to lean on the functionality. So, definitely, thank you, Leah, for the for the kind words. A lot of a lot of thought has been put into the description feature. Great. We’ve got a couple more a couple more questions. Eric, I will get to your question. I promise it’s my last slide before we end today, so I will answer it then. But, Kash, how does Encircle recommend handling customer access and tracking when boxes are left on-site for homeowners to unpack themselves after delivery or partial pack back? That’s a really good question. So from a location perspective with the scan to track, you will be able to, like I said, use QR scanning to track items as they go through. So you’ll be able to make sure that every item that is scanned and moved to a location has physically moved because you’re doing it as you are moving the process. So, ideally, in in a perfect world, that will allow you or give you an ability to double check a location. So if something’s left at the home, you’ll be able to say, hey. We moved 20 boxes, but why is why are two boxes left at the home? So that will give you that that extra quality control like I mentioned. So that’s definitely the main value prop of the location functionality and the scanning features there. So and like I said, if if items are left out, we do support the QR code scanning from the native camera. So if you do find a box that maybe doesn’t have proper label information, you see the QR code, you can scan that with your native camera regardless of if you know which claim it’s in or not, and it will open the specific claim within the app and give you the box details so you can get to work. So we’ve thought through that part as well because things we want them to be ideal, but sometimes things are not ideal in the field and wanna account for that as well. Great. Thank you. We are almost at time. So in the interest of getting people on with their day, I just want to wrap things up here. Thank you to Mike, Shaun, Tyler, and Kash for presenting all of these exciting exciting things. I think it’s important. I’ll reiterate what Shaun said earlier. This is just what’s what’s new in the last three months and what’s coming in the next three months. We’re not stopping there. Like, we will we we will be running these webinars, and we have for the last few years. We’ll be running these every quarter. So our intention is that list, that agenda that I showed at the beginning where we see what’s new and what’s what’s coming, that that list just grows. But we do it really intentionally with what our customers are asking for and that we’re doing it, in ways that that’s gonna serve serve the restoration industry. So we are at time. Thank you again, Mike, Shaun, Tyler, Kash for joining today. Really appreciate it. We’ll be excited to see you at our next what’s new webinar, in September, October time frame and can’t wait to share what’s new, and exciting at that at that time. So thank you again everyone, and, we’ll see you next time.

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What you’ll learn
See the latest updates in action
Get an inside look at what’s coming next
Hear directly from the Product Managers behind Encircle
See a preview of what’s coming:
Scan-to-track QR contents logistics
Item Inventory Manager
Note enhancements ✦
Insta360 camera integration
Job Progress Kanban board
Meet the expert panel

Shaun Coghlan
Director, Product Management

Kash Mirza
Senior Product Manager

Mike Aho
Product Manager

Tyler Walker
Senior Product Manager
Upcoming Webinar
Beyond Text: Building a Bulletproof File
Following up on Rethinking Scoping and Estimating: you know how to scope, here’s how to solidify it.