BtrRep / Changelog

Changelog

BtrRep is in daily production use on a live sales floor, which means it changes most weeks. This is the record. Dates are the day the change went live, not the day it was planned.

01August 2026

2026-08-18CRM

Pricing tab: pest, tree & shrub, irrigation

Three more pricing engines on the regional pricing tool. Pest and mosquito priced off the home and per application; tree & shrub priced two different ways by region; irrigation priced by zone count, with one formula reproducing the whole grid.

2026-08-17Quality

Moved to Estimate

A new confirmed-value state in the quality queue, for accounts that left verification as an estimate rather than a sale.

2026-08-16Roleplay

Roleplay Trainer redesign

The roleplay interface moved onto the platform's own components instead of its own one-off styling.

2026-08-15CRM

Services moved to a table

The sales service dropdown became a managed table with its own admin tab, so adding a service is no longer a code change.

2026-08-15Quality

Per-agent LQA and verification queues

Verification queues were global and hardcoded to one agent. They are now per-agent, so each person sees their own rows and only their own.

2026-08-11CRM

Sold-by-text as an independent axis

Text-originated sales tracked separately from campaign and lead source, with a dedicated admin view.

2026-08-10Quality

Manager Accountability scorecard

Per-manager coaching follow-through, with a Needs Attention brief naming who is outstanding, on what, and when they were last coached.

2026-08-07CRM

Day-tiered aeration spiff ladders

Spiff tiers can now be overridden per day, so a promotional day cannot re-price days already banked at the old rate.

2026-08-06CRM

Office Directory

Office contacts across 20 brands, searchable in the platform.

2026-08-06Security

Authenticated AI functions

All server-side AI functions moved behind real authentication. A publishable key is not an auth check.

2026-08-04Brand Library

Sage

A plain-language assistant over the Brand Library, answering from the brand record rather than model recall.

2026-08-03CRM

Regional pricing tool

Square-foot price curves per brand and region, plus the mowing week calculator, replacing the call-center workbook.

02July 2026

2026-07-29Quality

Coaching digest and AI error analyzer

Per-rep grouped digest, plus an analyzer that sorts free-text quality notes into a 14-category taxonomy built by clustering the team's real notes.

2026-07-24Brand Library

Brand Library

20+ acquired brands documented across ten topic areas each, kept in sync from SharePoint by manifest diff.

2026-07-22Roleplay

Roleplay Coach

Reps practise against a simulated customer and get scored against a rubric before they are at a door.

2026-07-21Quality

Manager error reporting

Flagged quality errors route to the rep's own manager, with a send → acknowledge → escalate trail and write-up tracking.

Earlier history predates this log. Ask on a call if you want the full record.

The roadmap conversation is more useful than the roadmap document. Bring the gap you'd need closed to sign and book a walkthrough.

Last updated 31 August 2026.