Terros Next

- A hustle dashboard is now pinned to the top of the Home screen for quick access - Wind weather overlay controls have been added to the canvass feature - Dashboards now support scope and data filtering, including per-widget filters that can override dashboard-level settings - You can now drag to reorder dashboards on your Home screen - The pipeline board now supports undo and has an improved layout Thank you for using Terros Next!

Plan — A new "Create Your Plan" call-to-action helps you start building your plan right from the home screen, with a clear path to get going. Dashboard redesign — The home screen has been streamlined with a flattened widget grid and the hero section removed, giving you a cleaner, faster-scrolling experience. You can now pick unlimited metrics for your dashboard, pin your favorites, and the editor opens automatically when you add a new widget so you can customize it right away. Pipeline board actions — Account pipeline actions are now accessible right from the account detail screen, making it faster to move deals through your pipeline without switching views. Canvass map layers — You can now hide configured map layers in Canvass, giving you control over what's visible on your territory map. Calendar improvements — Event editing is simpler and smoother with a streamlined form and fewer permission roadblocks when viewing and interacting with events. Thank you for using Terros Next!

Program Task Drilldown — Program tasks now show in your home screen task list alongside daily tasks. Widget Config Improvements — A save button confirms your widget changes, and line chart thresholds are simpler to set up. Date pickers now respect your selections correctly. Recruiting Pipeline — Pipeline detail view now tailors its information for recruitment-focused accounts. Canvass Updates — More property indicators on the area map, faster neighborhood loading, and a fix for heatmap property filters staying applied. Custom Fields Read-Only by Default — Account custom fields now default to view-only to prevent accidental edits. Thank you for using Terros Next!

• Home dashboard widgets — You can now configure widgets on your home dashboard with full edit forms, live preview, and the ability to add, remove, and reorder them. A new date range picker lets you control what time period each section covers. • Goal dashboard widget — A new dashboard widget type shows progress toward your goals. Goals with thresholds now display the right colors on number and gauge widgets. • Canvass quick filters — The quick filter bar on the canvass screen can now expand to show more options, making it easier to find exactly what you're looking for. • Improved account custom fields — Custom fields on account profiles are now easier to read and edit, with better display formatting and editing controls. • Search location bias — When you search, your current location is now used to bias results toward nearby accounts and locations, so the most relevant results show up first. Thank you for using Terros Next!

Quick-select accounts — A new quick select option makes it faster to find and jump to accounts from search and account lists. Request conversation recordings from profiles — You can now request a conversation recording directly from a contact's profile, making it easier to capture pitches and demos on the spot. Configurable hail history range — You can now adjust how far back hail overlays look for history, with more reliable loading throughout. Multiple KPI support on dashboards — Dashboards now support showing multiple KPIs with improved table alignment and leaderboard headers for clearer reporting. Reduced app text size — Text throughout the app has been slightly reduced for a cleaner, more compact layout that fits more information on screen. Thank you for using Terros Next!

Home Dashboard — A brand new dashboard with widgets for key metrics like tasks and stats, drilldown sheets with filters, and a polished visual design that surfaces what matters most at a glance. Canvass Hail Maps — New hail history map overlay and hail size legend on Canvass to help you identify storm damage potential and prioritize prospecting areas. Manual Recording — Recordings that weren't automatically captured can now be added manually. Reviewers can also grade these manual recordings, so no conversation falls through the cracks. Search Redesign — The search experience has been refreshed with a new card design and smarter matching that uses word boundaries for more accurate feature search results. Plan Refinements — The plan section got multiple improvements: updated income section flows, cleaner conversion sheets, and refreshed navigation titles and headers across stages and drivers. Thank you for using Terros Next!

Canvass — The recorder is now a dedicated map control, making it easier to start a recording directly from the map. You can also filter sales activity by custom tags, and the recorder sheet has been polished with clearer visual indicators. Pipeline — You can now drag accounts across stage columns in the pipeline view, making it much faster to move deals through your workflow without extra taps. Account Details — Events are now visible directly on account detail pages, and you can add events right from the account screen. Note drafts are also persisted across sessions, so you won't lose your work if you navigate away. Dashboard — A new viewer scope lets you choose between viewing your personal metrics or your team's, and the dashboard now automatically picks the best time resolution for your selected view. Programs — Scorecard drilldowns now include a Tasks tab, and you can drill into individual users with full sheet navigation for a more complete program management experience. Thank you for using Terros Next!

• Self-assess your own recorded conversations directly in the app, giving you a chance to review and reflect on your performance before your manager weighs in. • Add leads straight from your recruiting pipeline, making it easier to track and move candidates through your hiring workflow. • Skill share for recordings is now available — share clips from your conversations with your team for coaching and training. • Canvass updates: the recorder button has been moved to the property card toolbar for easier access, nearby accounts now have a scroll-to-top button and stage filters, and the location sheet got layout polish. • Calendar closer timeslot settings have been updated, giving you more control over availability when scheduling appointments. Thank you for using Terros Next!

• Overlapping events now stack visually on the calendar timeline, making your schedule much easier to read. Tap a stack to drill into individual events. • Conversation details now show the location and address where the recording took place, giving you more context at a glance. • Quizzes have a redesigned UI with a fresh look and better navigation. • Your home screen task widget now respects your sort order, shows the correct count, and remembers its state between sessions. • Account detail pages have improved layouts and now support legacy (non-workflow) account lists for better compatibility. Thank you for using Terros Next!

Calendar improvements — Events on the calendar timeline are now grouped by date for a cleaner view, and tapping a group shows individual events. The filter selector has been improved to make it easier to find what you need. Scheduling availability now loads faster and works correctly even when closer restrictions are turned off. Quiz enhancements — Quizzes now render rich text in questions and answers, show you which answers you missed with clear feedback, and include a retake cooldown so you know when you can try again. The full question type views are now supported. Universal search — The search bar at the top of the app now lets you search Accounts and Locations in addition to the existing scopes, making it easier to find exactly what you're looking for. Fresh new look — The app has adopted a new Terros font system with consistent sizing throughout, giving everything a cleaner, more polished appearance. Fonts now use Terros presets instead of custom sizes. Pipeline board for recruiters — A new read-only Pipeline board lets you view accounts assigned to you in a structured pipeline view, making it easier to track your recruiting pipeline at a glance. Thank you for using Terros Next!

Quizzes — A brand new feature. Complete quizzes assigned to you right in the app, with a countdown timer, question-by-question navigation, and clear answer options. Calendar event stacking — Events that overlap in time now stack visually on the calendar timeline instead of overlapping, making your schedule much easier to read at a glance. Tap a stack to drill into individual events. Conversations filtered by My Work — The conversations list now defaults to showing conversations assigned to you, so you can quickly find the recordings that matter most. Program scorecard task breakdown — When viewing a program scorecard, you can now see a detailed breakdown of the tasks that contributed to each score, giving you more insight into your performance. Workflow action sheet stays open — After completing a workflow action on an account, the action sheet now stays open so you can take additional actions without having to reopen it each time. Thank you for using Terros Next!

Manager Scorecard — New scorecard feature in Programs with drilldown, giving managers visibility into program performance Offline Area Downloads — Canvass map now supports selecting and downloading areas for offline use (rectangle-draw gesture) Redesigned Profile — Tabbed user view (Stats / Plan / Profile) replacing the standalone profile, with an expanded edit screen and dashboard KPI data wired in Task Status Pills — Home screen tasks now show bordered color-coded status pills with due-soon urgency indicators instead of plain labels Improved Account Detail Actions — Better action options on the account detail screen Thank you for using Terros Next!

Focus Mode now affects more lists and map areas, so users see more relevant accounts, activity, and canvassing areas. Canvassing now shows clearer sync status and animated section counts, with better safeguards around editing locations. Scheduling team interviews is smoother, including better per-person scheduling and protection against duplicate events from rapid taps. Profiles are easier to use, with separate Stats, Plan, and Profile sections plus improved navigation from user avatars. Home, tasks, calendar, and navigation got polish and fixes, including clearer status labels, better task links, improved counts, and more reliable event navigation. Thank you for using Terros Next!

Focus Mode — now works across the whole app. Areas, activity, accounts, calendar, and the map all respect your current focus area, with visual cues to show when it's active. Programs — a new Programs tab where you can see your company's training programs, track your own progress, and view completion details. Tasks — more task types are now supported on mobile, including scheduling interviews, confirming appointments, custom tasks, milestones, competitions, and more. Tasks now show priority styling and can open forms for quick input. Home screen refresh — Goals got a visual overhaul with progress rings and weekly targets. Tasks and goals are now grouped together in a cleaner layout with updated colors. Calendar — a new date picker makes it faster to jump around the calendar. The week header was redesigned, and the iPad sidebar was cleaned up. Thank you for using Terros Next!

Better home screen layout — Tasks and goals are now grouped together for a cleaner, more organized view Richer task experience — The app now supports more task types including calendar events, appointment confirmations, plan tasks, birthday tasks, and manager interviews — with one-tap routing from your home screen Task card refresh — Task cards have a cleaner design with better spacing and color-coded states Map improvements — The canvass map is faster, with better filtering, a clearer detail view, and new user location tracking modes Smarter account creation — Location selection is smoother during account creation, and prescreen decisions now persist properly for certain property types Thank you for using Terros Next!

Recording indicators — Clearer visual feedback while recording so you always know the current state of your recording Stats improvements — Stats columns now show more detailed breakdowns, giving you better visibility into team performance Better video experience — Video playback is more stable and remembers where you left off; navigating between clips is smoother overall Calendar drag-and-drop — Dragging events around the calendar now has better visual feedback so it's clearer where an event will land New task toast notification — You'll now see a confirmation when completing a task from the activity list Thank you for using Terros Next!

Introducing Shorts — browse, search, and watch training videos in a scrollable feed with channel profiles Task chaining — tasks can now trigger follow-up tasks and open external links on completion Calendar drag and drop improvements iPad: selecting a new calendar event now auto-commits the previous one Messaging improvements and bug fixes Thank you for using Terros Next!

Calendar upgrades — You can now swipe to navigate between date ranges, see setter and closer names on event tiles, drag and drop events (prototype), and text no longer gets clipped on consultation tiles. Competitions: Raffle support — Added a Raffle competition type with its own builder, editor, summary, and detail views. Competitions are also now created on the server before the wizard opens, so saves are more reliable. Recorder improvements — A live conversation indicator was refined for clarity, and new recording controls are available in Settings. Messaging fixes — Phantom threads no longer appear after looking up a user without messaging them; relative timestamps now show "less than a minute ago" instead of raw seconds; messages can be deleted directly from the context menu without a second confirmation. Navigation & tab bar — Discovery tips and how-to hints were added for the pinned tabs editor, the pinned tabs state management was simplified for reliability, and "Conversations" was renamed to match updated terminology throughout the app.

What's New Raffle competitions — managers can now create raffle-style competitions and draw winners from within the app Calendar improvements — better view density, improved month view scrolling, persistent filters, and a refined week timeline with smarter date selection Activity trail polish — the canvass activity trail has been significantly improved with a new stop view and better map experience Edit profile color — users can now customize their profile color Self-reported manager — users can now set their own manager when one hasn't been assigned by an admin Thank you for using Terros Next!

What's New Competitions — Single-elimination bracket competition creation. Canvass — Quick-filter tips with "learn more" links to help articles. Calendar — Open the calendar sync help article in-app; improved date display and navigation. Skills — Contextual tips added throughout the skills screens. Search — Improved browse and pinning behavior. Thank you for using Terros Next!

What's New Calendar views — Day, week, month, and multi-day views added to the calendar list with collapsible day sections Video messaging — Send and receive native video messages in the app Closer actions on calendar — Context menu on events now shows closer actions with a richer event preview Contact resident from calendar — Tap an event row to contact the resident directly Competition cover images — Upload a custom cover image when building a competition Thank you for using Terros Next!

What's New Quick filters on the map — Save and apply custom filter presets (property type, sales activity, etc.) directly from the canvass map with a chip row for fast switching Conversations list upgraded — Filters, sort, and default view now match the web (this-week default, full filter schema); loading state shown while fetching Goals & home screen redesign — Primary metric ring has a new layout; Tasks and Goals sections now have a new design Profile & team improvements — Unified profile view replaces the old user detail screen; team members can now have their roles edited inline Closer scheduling reliability — Timeslots are now cached locally so availability loads faster; day picker behavior fixed; swipe actions and remove-closer repaired on calendar events Thank you for using Terros Next!

What's New Competitions — Build and manage competitions directly in the app with a new step-by-step setup wizard. Map filters — Property filters (pool, permits, home size, owner-occupied, and more) now apply correctly for all account types. Calendar — Team scope filtering is more accurate, and unavailable events are now correctly managed. Conversations — Refreshed design and improved audio playback reliability. Thank you for using Terros Next!