Batch Create Checklists and Tests in the Field

We are pleased to announce the latest release of the iOS app with a major new feature: batch creation of checklists and tests! This release also adds next/previous buttons for navigating between items in a list and a healthy dose of bug fixes.

Batch Create Checklists and Tests

In upgraded projects, tapping the “+” button above the checklist or test list will present a new batch create window. Just like the web, you’ll be able to select one or more assets, one or more templates, and then set options such as type and assignment before tapping “Create” to create the checklists or tests.

Easily create checklists and tests in the field with the new batch create

Batch creation is only available within upgraded projects, and only project templates are available currently. A future update will add account templates.

After you’ve created checklists or tests, why not try the recently added batch answer feature to efficiently answer them?

Next/Previous Buttons

You can now quickly step through your lists using our handy previous and next buttons. These are especially useful in the app’s full-screen mode.

New next and previous buttons allow navigation even when the list is hidden

Bug Fixes

This release also includes many bug fixes.

  • Fixed crashes that would sometimes occur when deleting items from a list.
  • Removed hard-coded stand-in numbers on the equipment list view.
  • Changing the sync interval no longer disables automatic syncing.
  • Window titles in App Exposé now properly reflect the window’s contents.
  • Using the app with Airplay Mirroring now responds properly.
  • Equipment list now properly sorts by status in the asset picker.
  • Fixed situation where some lists wouldn’t update their totals after deleting or adding new items.
  • Asset type switcher in the asset picker now scrolls smoothly.
  • Markups added to images using the iOS Markup are no longer removed when the image is added to the app.

We hope you enjoy these updates! As always, let us know how we can help you at and let us know what other features we should be adding at

CxAlloy TQ 4.0 for iOS

Newly released in the App Store is version 4.0 of the CxAlloy TQ iOS app, which features significant foundational changes to support exciting new functionality in iOS and iPadOS 13. Aside from dozens of small improvements and bug fixes, this update features three main tent-pole features.

Multiple Windows

A big new feature in iPadOS 13 is the ability for a single app to have multiple windows. Now, in 4.0, you can tap and drag projects, project sections, and list items into their own windows. Work on two different sections of the app or even completely different projects side by side!

Powerful List Views

Do more directly in the app’s list views with support for swipe actions, iOS 13 contextual menus, and batch actions with the new Select button. We’ll add additional actions to the list views in upcoming versions.

State Restoration

When returning to the app after switching away for a while, the app will make an effort to restore your location in the app, getting you back up and running quicker. We’re excited about these features today as well as the possibilities they unlock for the future. Have questions? Let us know at

Multiple Photos in Field Observation Comments – Customer Appreciation Summer

If the number of requests on our feedback forum is to be believed, many of you are going to be happy with our latest release.

You can now upload as many photos to a field observation comment as you want. Woo-hoo! We’ve rolled this out both on the web and in version 3.14 of the iOS app.


Comment Reordering

Earlier this year we added comment reordering for field observation comments, but there was no obvious indicator that it was possible. In this update we’ve made it clearer that comments can be reordered with an always-visible drag handle. We’ve also made several other improvements to the reordering experience.


Dropping Support for iOS 10 and iOS 11

Also, in order to better support the upcoming iOS 13 and iPadOS 13, as well as some big features we have in the works, we will be dropping support for older versions of iOS. Version 3.14 will be the last major version of the app that supports iOS 10 and iOS 11. Devices running these older versions should update to iOS 12. iOS 12 is compatible with the devices listed on Apple’s site (note, any device that can run iOS 11 can run iOS 12). If you are using an older device that is not listed, you can continue running the app as it exists currently, it just will no longer receive updates past 3.14. If you have any questions or concerns, please contact support.

Task Comment Editing – Customer Appreciation Summer

I’ve got to be up front with you all – this week’s feature should have been there from the beginning. Being able to edit a comment you made is pretty important after all. What if you made a typo? Or you forgot to include something important? You could always delete it and re-add it with the needed changes, but let’s be real, you should just be able to edit it.

Well, now you can. Huzzah!

See you next week!

Customer Appreciation Summer Kicks Off with a New File Viewer

For our first release of this year’s customer appreciation summer we have rolled out a brand-new file viewer with tons of new features.

  • Zoom!
  • Search!
  • Seamless scrolling
  • Select and copy text
  • Table of contents/bookmarks view
  • Page thumbnails

To see the new viewer, simply click on a file that you’ve uploaded to an item or to the Project Files section.

In addition, we’ve made a small improvement to project navigation. In the past you could see a list of all files attached to items (issues, equipment, checklists, etc.) but to get to the list you had to know to click on this obscure sentence at the bottom of the Project Files page:


Not exactly obvious, was it? (well, without the red arrows, that is)

We’ve now made this much more obvious by adding an “Attached Files” option in the project menu. We think that makes a lot more sense!

One more thing – the new file viewer is part of a larger effort to allow you to annotate your images and PDFs directly in CxAlloy TQ. That will be coming a little later, but I hope you’ll look forward to it. See you next week!

Recent Updates and the Second Annual Customer Summer

Hello! It’s been a while and we have a lot to share. First there are some recent updates to tell you about and then I want to give you a preview of our plans for our 2nd annual customer summer!

Recent Updates

Multiple Report Generator Configurations


You can now create multiple report generator configurations in your projects. This one is pretty self-explanatory. 😀 You no longer need to mess up an existing configuration in order to run some other report! Just click “Add New” at the top right of the page to get started creating a new report configuration.

Account Overview

Our new Account Overview, which has been in beta with our user conference attendees since late last year, is now available in all accounts.


Like the project list, the account overview shows you a list of all projects in the account. It then improves on the project list by showing each project’s dashboard directly in the list and adding filters, sorting, exporting, and PDF reporting.

For those in the beta it’s worth noting that this release included improvements, such as a nicer-looking PDF and group headers when sorting.

In the future we will replace the project list with the account overview.

Test Template Folders in Upgraded Projects


In accounts and projects that have Upgraded Checklists tests and test templates now work like checklists. This means that many of the checklist benefits you get from upgrading your project are also in tests, like organizing your test templates into folders and the improved batch creation and template copying functions.

If you haven’t upgraded your account or project yet we encourage you to do so. Read our Upgrade Guide to get started.

Integration with CxAlloy FM for Seamless Maintenance

We have also made available our integration with CxAlloy FM (Facility Maintenance), our preventative maintenance software.


With this integration you can move a project’s asset data – equipment, equipment types, systems, and locations – to CxAlloy FM with a click. Beyond just copying asset data, CxAlloy FM will look for common equipment (such as air handling units, chillers, boilers, etc.) and automatically create maintenance procedures and schedules for them.

To learn more about the integration and CxAlloy FM, please read our support article or watch our integration webinar.

The Second Annual Customer Appreciation Summer


The feedback we got on last year’s Customer Appreciation Summer was so positive we decided to do it again! Like last year we’ll be releasing a series of new features all summer long, with a particular focus on features that are highly requested by our customers.

Here are just some of the features we’ll be releasing:

  • Attach multiple photos to a field observation comment
  • Manage a user’s projects at the account level
  • Import asset and assignment fields with issues

Our 2nd Customer Appreciation Summer will start the weekend of June 22-23. We hope you enjoy it!

CxAlloy FM 2.1 – Overhauled Reports, Improved Small Screen Experience, and New Billing Options

This weekend we released version 2.1 of CxAlloy FM. This is a substantial update that introduces a totally new reports interface, significant improvements when using CxAlloy FM on a phone or tablet screen, and the addition of credit card billing.

A New Reports Interface

Probably the most important update for our users is the new Reports interface. We designed the new interface to make it more obvious what information you can expect to get from a report and to give you more flexibility in what the report includes and how it is grouped.

Instead of our previous fixed list of predetermined reports you can now “build your own” report. First you choose what you want to report on – work orders, labor hours, work requests, or equipment. You then can choose how to group and sort that information, what time period to report on, and any filters you want to apply.

As before, when you run the report it will be shown in the browser with the option to create a PDF. Charts will automatically be created based on the choices you made.


Small Screen Improvements

One of the reasons for the redesign of CxAlloy FM that we launched late last year was to allow the interface to work better on tablet and phone-sized screens. With version 2.1 we are making good on that plan and have updated many of the pages to adapt to small screens. For example, when viewing a list of work orders, work requests, equipment, etc. on a smaller screen the filters are called up by clicking a new “Filters” button rather than taking up limited screen space in the sidebar.


We’ve made many other changes throughout the software to better accommodate small screens. And the new reports interface is designed to work on small screens, too!

Credit Card Billing

Perhaps a less important feature for our users (but pretty important for us!) is that we have added credit card billing. This is an important milestone in our effort to grow the software and part of our larger plan to build a better CxAlloy FM.

Tweaked Access Levels

As we worked on credit card billing we saw some holes in our access levels and some potential confusion in how they are named. As a result we have renamed the “User” facility access level to “Technician”. We also added an additional access level in the account, the “Facility Manager”.