Improvements
Optimizations for smoother operation and reliability improvements.
Overview of all new features and improvements in the Deratix application.
Optimizations for smoother operation and reliability improvements.
Minor improvements and optimizations.
Minor improvements and optimizations.
Help for protocol details with an example of the full change history for your company and the client portal, plus more reliable loading when editing a protocol.
Clearer protocol history in the client portal, smoother work with tags, and further reliability improvements to the application.
More convenient work with protocols even offline, help with screenshots of the new messages, and further stability improvements to the application.
Deratix closes the loop on every job: from the technician's visit through the sent protocol to the invoice. Set the prices of materials, installations and services once in your catalogs, and Deratix automatically prepares an invoice draft from every sent protocol – the right customer, the work done, the materials used, quantities, VAT rates and due date. Just review the draft, adjust items or a discount if needed, and issue the invoice. A number from your own series, a locked document, the invoice PDF and the Invoiced badge on the protocol make sure nothing is issued twice and no job is forgotten. Invoicing is done by a manager or accountant; technicians never see prices and stay focused on the field work.
Your accounting stays where you are used to it. Send an issued invoice to SuperFaktúra with one button, with the protocol PDF attached to the customer e-mail. Deratix calculates amounts exactly the way SuperFaktúra does, so both systems match to the cent, and a document is never created twice – even if the connection drops mid-transfer. The same credentials serve both client import and invoicing; try the connection on a SuperFaktúra test account first, then switch to live. The status is visible right in the protocol header: Invoiced and In SuperFaktúra.
New Invoicing settings section (supplier, VAT, number series, defaults), Services and VAT rates catalogs, codes and prices for materials and installations, new permissions for invoices and prices, and in-app Invoicing help.
Minor improvements and optimizations.
We improved photo handling in protocols for a smoother, more reliable experience both online and offline.
We improved photo processing, offline synchronization, and protocol sending for a smoother and more reliable workflow.
Reliability improvements when sending protocols and assigning technicians.
You can schedule a visit even before you know who will handle it — the protocol waits in the Unassigned list. Assign a technician anytime later: while editing the protocol, or simply by dragging it onto their column in the calendar. And if you already know who it is, assign them right in the planning dialog.
When planning, you can now choose the work subtype, assign tags, and create a client or site right from the dialog. You can also schedule the next intervention or inspection with a preset interval, and the system can automatically prepare a follow-up protocol for them.
Color tags appear directly on calendar events and you can filter by them — at a glance you see what type of visit it is.
Importing documents from a ZIP archive now clearly distinguishes a new version from an older match, groups files by period, and lets you bulk-edit the details of multiple items at once. Every import creates a clear record.
Synced events now also include the work subtype, tags, the date of the next intervention/inspection, and the assigned technician — you get more context right in Google Calendar.
If you have planning in progress and are about to leave the page, the app warns you so you don't lose unsaved changes.
Various reliability optimizations, more accurate date localization, and security improvements for smoother operation.
Plan service visits for the whole team in one place. The calendar shows which technician has which visit, where there is an open time slot, and what is already prepared for the coming days. The office can schedule a client visit in advance, choose the site, time, work type, and technician, and Deratix will prepare an in-progress protocol from it. The technician does not start from an empty form in the field, but completes a prepared visit with results, photos, and signatures.
Deratix can adapt to the way your company actually uses Google Calendar. Protocols can be sent to one company calendar, to individual technician calendars, or to both the company calendar and technician calendars at the same time. If the administrator allows it, a technician can also connect their own Google Calendar and have assigned visits written there. The office plans work in Deratix, while the technician can also see the day in the calendar they already use.
When finishing a protocol, you can immediately plan the next visit or inspection. After the protocol is sent, Deratix prepares a new linked protocol with the right client, date, technician, and work type. Recurring inspections no longer stay only in a note or in someone's memory, but move directly into the team's work plan.
Clients now have their documents clearer and in one place in the portal. They can see documents related to materials, the client record, and protocols, search through them, filter by type or validity, and easily open or download them. This is especially useful for safety data sheets, certificates, permits, and other documents clients need during inspections or audits.
Clients can quickly open a specific site and find everything important there: contact details, document count, protocol count, related documents, and the history of completed visits. If a user has access only to selected sites, the portal shows only the sites relevant to them.
We improved synchronization reliability, translations, application behavior after updates, and help content for the new features.
Protocol planning with Google Calendar for the whole service team
Upload a ZIP file with client documents and Deratix will recognize which document belongs to which client on its own. Just name your folders after your clients and the system automatically matches files to the correct records — it also detects the document type (safety data sheet, certificate, license, permit, qualification) and the period from the file or folder name. Before importing you'll see a preview with the match confidence for each file, and duplicates are detected automatically so you don't save the same document twice.
Improvements to email delivery reliability and overall system stability.
Handle hundreds of client documents with a single ZIP file
A manager can reopen a sent protocol at any time — for example, to correct materials or add photo documentation. The system automatically saves a snapshot of the original state and creates a new revision (Rev. 1, Rev. 2...). The protocol number stays the same, only the revision number is appended. When resending, the client's signature is only recommended, not required — the client doesn't need to be present again. If data changes after signing, the system automatically alerts you and shows which fields have changed since the last signature.
A new two-phase workflow for teams where a manager reviews technicians' work. The technician fills out the protocol and submits it "For Review" — the manager then checks it, either returns it for rework with a note on what needs to be fixed, or approves it and sends it to the client. Two modes are available: optional review (technician can also send directly) and mandatory review (protocol always goes through the manager).
A manager can pre-prepare a protocol for a technician — fill in the client, address, work type and other details. The technician then opens the protocol, adds the intervention results and submits it for review or directly to the client. Ideal for planning service visits.
A manager can return a protocol to the technician with a reason — for example, "add photos" or "correct material quantity". The technician sees the returned protocol in the list with a special badge and can immediately edit it and resubmit for review.
Before sending, the system checks for missing data — technician and client signatures, photo documentation, recommendations, materials, pests and contact person. Each check can be set to one of three levels: off, warning (can proceed) or required (blocks submission). Separate settings for technicians and managers.
Every protocol now includes a detailed timeline of all events — creation, field-by-field edits, signing, submission for review, return, and reopening. If data changes after signing, the system automatically alerts you and shows which fields have changed.
When another user opens a protocol, the system shows their name and prevents concurrent editing. The lock is released automatically when they close the form or after a short period of inactivity.
A new quick mode for one-time clients or self-payers. Just enter a name and address — email and other details are optional. Clients created in quick mode are automatically assigned a configured tag for easy filtering.
You can now enter the floor and apartment number for client addresses. The details automatically appear in protocols, PDF documents and emails.
If a client doesn't have a registered site yet, you can add one directly while creating the protocol without leaving the form. The contact person is automatically pre-filled.
We are preparing protocol approval via email link. The client will receive an email with a link to a simplified protocol detail page, where they can approve or reject it with a reason in one click — without needing to create an account or log in.
Security improvements, clearer document navigation and application performance optimization.
Protocols can be corrected, reviewed, and revised — anytime after submission
Protocol emails are now more reliable — if sending temporarily fails, the system automatically delivers them through a backup channel and notifies you in settings. Email settings are automatically verified after saving, required fields are validated directly in the form, and the email subject now includes your company name for better recipient orientation.
Various optimizations for more reliable application performance.
Client import with preview before transfer
Easily filter your client list to show only companies or individuals. The filter is available right in the column header and in the advanced filter panel.
Quick search (Ctrl+K) now shows city, street, contact person, and email for clients. For protocols, you see the site name, address, and contact person. Everything is clearly separated with search highlighting.
Client and protocol lists now show the default address and contact person below the name. Protocols also display the contact at the work site address. Faster orientation without opening the detail view.
When creating a protocol, client search now covers all addresses including streets and contact persons. Just type a contact name or street to find the right client.
Performance and system reliability optimizations.
Client import with preview before transfer
Client database search now covers company ID, tax ID, and VAT ID fields. Just type the number and instantly find the right client.
Mark which work types and subtypes should be preselected when creating a new protocol. The form fills them in automatically — no more picking one by one.
Reorder materials and units in codebooks simply by dragging. On mobile, codebooks display as clear, easy-to-use cards.
The permissions matrix now shows a clear legend of changes (default, added, removed) with explanatory tooltips. On mobile, it displays as easy-to-read cards.
A new reset button in protocol section visibility settings lets you restore defaults with one click. Improved context descriptions (form, client email, team preview) make it easier to understand each option.
Various optimizations for smoother application performance and improved stability.
A digital protocol for the entire service intervention
Material and installation charts on the dashboard now allow switching between quantity and protocol count views.
Recommendations in codebooks are displayed more compactly with expandable details.
Various optimizations for more reliable application performance.
Company statistics for data-driven decisions
More reliable experience after updates - cache automatically refreshes with each new build. The current plugin version is now visible in the app header.
A digital protocol for the entire service intervention
The Dashboard now features charts for material consumption and installation types. Track the top 10 most used materials with total quantities, consumption trends over time, and installation type distribution. The system automatically switches between daily, weekly, and monthly views.
You can now arrange Dashboard charts exactly to your needs. Grab a card and drag it to the desired position. The layout is automatically saved and preserved for your next visit.
In Settings you will find a new option to export all your application data as a ZIP archive. The export includes all clients, protocols, PDF documents, photos, and documents in an archive-friendly format. Convenient for backups or GDPR compliance.
When we update the terms of service, the app will notify you with a subtle banner at the top of the screen. A single click confirms you have reviewed the changes.
More consistent date formatting across the entire application. Improved subscription card with a link to the license portal.
Company statistics for data-driven decisions
Recommendations now filter not only by work type and subtype, but also by pest. System recommendations are pre-built in Slovak and Czech. You cannot edit them, but you can duplicate them as custom and adjust to your needs.
The app now displays your current subscription status - plan type, user count, remaining days and available features. After expiration, you get a 7-day grace period with read-only access.
Client portal for protocols, documents, and sites
Documents without digging through emails and folders
Quick search for clients, protocols, and documents
Site-level contacts separated from company contact
Centralized management of all company documents directly in the app. Upload safety data sheets, certificates, contracts, insurance policies, site maps and assign them to clients, materials or sites. Each document has configurable visibility - decide who can see it. Clients with portal access can view documents assigned to their companies and sites.
Command Palette (Ctrl+K) is now the true hub of the application. Instantly search across all entities - protocols, clients, documents, users, codebooks, tags and help. Quick PDF preview for protocols and documents. Search tolerates typos and ignores diacritics.
Protocols no longer need to be limited to a single work type. Select a combination - for example deratization and disinsection in one visit. Subtypes and recommendations are automatically filtered based on all selected types.
We completely redesigned the client detail page. In one place you see quick actions, searchable site list, assigned documents and recent protocols. Each site has its own page with documents and protocols tied to that specific location.
You can now send emails from the app using your own domain. In settings you can choose from default delivery, custom domain with DNS verification, or your own SMTP server. Send test emails with one click.
Font preview in settings, color-coded action types in activity history, initial setup wizard for new managers, units for materials (g, kg, ml, l, pcs, m²...) and various stability improvements.
Client portal for protocols, documents, and sites
Documents without digging through emails and folders
Quick search for clients, protocols, and documents
Site-level contacts separated from company contact
Click the question mark icon in the header to open a help panel relevant to your current page. On the clients page you'll see a guide for working with clients, on the protocol form you'll get help with filling it out. Complete user guide in Slovak and Czech with search.
On first use, the app guides you step by step through the most important features. Tour guides highlight interface elements and explain what they do. They automatically launch on the Dashboard, protocol form and client database. Restart them anytime from the help menu.
Managers can now set permissions for individual roles directly in the app. In the new "Permissions" section you'll find a clear matrix showing which role has access to which function. Each permission includes an explanation of what it controls. Changes take effect immediately.
Language switching on the login page, reorganized settings tabs and various stability improvements.
In-app guidance for faster onboarding
Roles and permissions tailored to how your team works
Dashboard now includes a complete statistics section giving you an instant overview of your activity: key metrics (total protocols, unique clients, active technicians), protocol chart over time, breakdown by work types (pie chart of deratization, disinsection, disinfection), top clients overview, and team productivity comparison. You can choose from preset periods (Today, This Week, This Month, This Year) or set a custom date range. You can compare statistics with the previous period - see how you're doing compared to the past. All charts automatically use the primary color from your settings - professional look without any configuration needed.
New filters added to the protocol list: filter by deficiencies - quickly find protocols with organizational, structural, or hygiene deficiencies; filter by color tags - select tags and display only relevant protocols.
Various optimizations for more reliable application performance.
Company statistics for data-driven decisions
Deficiency Tracking with Descriptions, Photos, and History
A new "Admin" role is available for companies with multiple users. Users with this role automatically have all permissions in the application - ideal for business owners or managers who need full control over the system.
Set exactly what each role can do in the system. In settings, you'll find a clear permissions table where you can enable or disable access to individual features for technicians, managers, or accountants with a single click.
Activity history now includes records of user account creation and role changes. Better overview of who added a new team member and when.
Various optimizations for more reliable application performance.
Roles and permissions tailored to how your team works
Small orange icons now appear next to protocols with recorded deficiencies - organizational, structural, or hygiene. Hover to see details including description and photo count.
Tags now have a new set of 20 darker colors optimized for better readability. Existing tags are automatically updated to the closest matching colors from the new palette.
Improved modal behavior on iPhone and iPad in PWA mode - forms with keyboard now display correctly even when the keyboard is open.
Deficiency Tracking with Descriptions, Photos, and History
Organize your work with custom tags. Assign color labels to protocols and clients - for example "VIP client", "To invoice", or "Recurring problem". Create tags with custom names and colors in codebooks. For each tag, set who can see it - everyone, managers only, or specific roles. Tags are displayed in lists and you can filter by them - quickly find all protocols with a specific label.
When submitting a protocol, the system checks if anything important is missing. If a signature or recommendations are missing, a warning with a list of missing items is displayed. You can go back and add them, or proceed anyway - the decision is yours.
Copying text from a Word document? The editor automatically cleans it from unwanted formatting styles. Bold, italic, and lists are preserved, but font, size, and colors are set according to the application. No more messy-looking PDF protocols.
On devices with sharing support, you can share PDF protocols with one click via email, WhatsApp, or other apps.
Extended Command Palette search (Ctrl+K). Updated Czech translations.
Tags for clients and protocols to track priorities, complaints, and status
The app now respects your system font size setting on iPhone and iPad. Have a larger font set? Text in the app will automatically adapt.
Various optimizations and interface refinements.
Client portal for protocols, documents, and sites
Various performance and interface responsiveness optimizations, especially on iOS devices.
Client portal for protocols, documents, and sites
A client user can now be assigned to multiple companies at once. Create one account and assign it to all relevant clients - the user will see protocols from all assigned companies in one place. In the client detail, you can see how many users have access and manage them easily.
Various performance and system reliability optimizations.
Client portal for protocols, documents, and sites
When you open the app, you'll see a list of clients nearby. The system automatically detects your location and shows branches in your vicinity - ideal when you arrive on site and need to start quickly. Each client has buttons for viewing details or creating a new protocol.
On mobile, the search field is now directly visible on the main page - no need to open it first. Just start typing to search clients, protocols, or navigate to any page.
Forms and dialogs now open from the bottom of the screen on phones - easier to reach with your thumb and more comfortable to fill in. This applies to all forms in the app.
Find the new "Report a Problem" button in the sidebar. If something isn't working correctly or you have an improvement idea, let us know - the message comes with information that helps us resolve the issue faster.
Viewing protocols in PDF format is now more pleasant - better screen usage and easier page navigation.
A digital protocol for the entire service intervention
Nearby clients based on your current location
Press Ctrl+K (or ⌘+K on Mac) to instantly search anything - protocols, clients, or simply navigate to any page. Results appear as you type, use arrow keys to navigate the list, and Enter to confirm. Save clicks and get where you need in seconds.
A sidebar replaces the horizontal menu. All items are always at hand without scrolling. You can collapse the panel to icons for more workspace - the app remembers your preference.
Navigation is now in the bottom bar on mobile - reach everything important with your thumb: home, protocols, new protocol, clients, and more items via the "More" button. A red dot on the home icon alerts you when you're offline.
We redesigned the layout of all main pages - unified headers, consistent actions, clearer empty states. The app feels more cohesive and professional.
Quick search for clients, protocols, and documents
Phone and contact person are now tied directly to the address (branch), not the entire client. Each branch can have its own contact - more logical for companies with multiple locations. During update, existing data is automatically moved to the client's default address.
When sending a protocol, you can also select the company email from settings - useful for archiving copies of all protocols in one place.
The system remembers which addresses the protocol was originally sent to. When resending, it alerts you if the client's emails have changed in the meantime - you can decide whether to send to the original or current addresses.
Clearer client data display in the protocol form. Improved activity log detail with expandable sections.
Complete the protocol even when signal drops
Site-level contacts separated from company contact
When submitting a form with errors, error fields are now visually highlighted with a red border. The form automatically scrolls to the first error field, so you know exactly where the problem is. On mobile, a toast notification with a list of error fields also appears - useful when you have a long form and the error is off-screen.
Fixed several issues on iOS devices in PWA mode: map - controls (zoom, geolocation) now respond correctly to touch; screen rotation - the app no longer gets stuck in zoomed state after rotating the device; photo viewer - pinch-zoom works reliably without unwanted page zoom.
Instant data fill after creating a new client. Form cleanup when canceling client selection.
Complete the protocol even when signal drops
Client users can now be managed from one place - a new "Client Users" tab in the Users section. Create an account, assign it to one or multiple clients at once, and the user receives an invitation with a link to set their password. Complements the existing option to invite directly from client detail.
Various code quality and system reliability improvements.
Various reliability and responsiveness improvements, especially on iOS devices.
Client portal for protocols, documents, and sites
Choose a font that best represents your brand. Modern fonts Manrope and Figtree are available alongside standard DejaVu Sans. The chosen font is used in PDF protocols and throughout the app interface. Set in Settings → General (for app) and Settings → Protocol (for PDF).
Settings reorganized into 7 logical groups instead of the original 10. Find them faster and more intuitively: General (company details, logo, brand color), Protocol (PDF template, numbering), Sections (section visibility in protocol), Notifications (email settings), App (run mode), Integrations (SuperFaktúra and more), System (diagnostics and advanced settings).
Section icons in PDF protocols (client, pests, materials...) now automatically display in your brand color. More professional look without any additional configuration.
On smaller screens, menu items that don't fit automatically move to a dropdown menu. No function is lost, just elegantly hidden.
Improved offline data loading. Smaller icon file sizes (~20% savings). More consistent error page appearance.
Client portal for protocols, documents, and sites
Continuing to expand multilingual support - settings, login forms, and the integrations page are now fully translated.
Managers can now access settings directly from the app - a new "Settings" item in navigation. Edit company details, PDF template, or email notifications while working.
PDF protocols now have an icon for each section - client, pests, materials, installations, and more. Better document orientation at first glance.
Photos in protocols now take up significantly less space. The system automatically converts them to modern WebP format, saving 60-70% storage space without visible quality loss. Enable this in plugin settings.
View PDF protocols directly in the app - zoom, fullscreen, and print without opening a new window.
Buttons +/- added for faster quantity entry when adding pests and installations. The count is also displayed in the PDF protocol.
Dropdown lists on mobile display as a bottom sheet - larger items, easier selection.
Your clients can now have their own access to the system. In the client detail, you'll find a new "Portal Access" section where you can: invite the client (select email and send an invitation with a password setup link), monitor account status (see if the client has active access and when they last logged in), disconnect account (revoke client access anytime). After logging in, the client sees an overview of their companies, protocol count, and can browse intervention history. In section settings, you determine which information is displayed to clients.
Images attached to recommendations are now displayed when viewing a protocol - just like in the PDF document.
Client portal for protocols, documents, and sites
Extended sections settings table with two new columns - "Internal Detail" and "Client Detail". Set which sections are displayed in the protocol detail for your technicians and managers, and which will be visible to clients (preparation for the future client portal).
A new "Work Location" filter added to the protocol list. Quickly find all protocols for a specific address - useful when you need to view service history for a specific branch.
In settings, you'll find a new "Protocol Sections" section where you set which parts of the protocol you want to use. For each section (Technicians, Pests, Materials, Installations, Photos, Deficiencies, Recommendations, Notes, Signatures), you can separately determine whether it appears: in the form (hide what you don't need to fill), in client email (send only essential info), in manager email (complete overview for internal review), in PDF protocol (customize the printed document). Ideal if you want to simplify the form for technicians or send clients clearer emails without technical details.
Extended Czech translations for additional parts of the app and various system stability improvements.
The app is now available in multiple languages. In the user menu, you'll find a new language selection section - click "Language" and choose from available options. Language changes take effect immediately without page reload. Your preference is saved and preserved even in offline mode. Slovak and Czech are available, more languages will be added in future versions.
Redesigned layout with clear display of your name, email, and role. Current language is displayed with a flag directly in the menu.
Various stability and system reliability improvements.
Photo documentation with location, descriptions, and ordering
Deficiency Tracking with Descriptions, Photos, and History
Configuration and codebook import is now clearer. When uploading an exported file, you can choose which items to import and for each set whether to skip, overwrite, or merge existing records.
Photo documentation with location, descriptions, and ordering
Deficiency Tracking with Descriptions, Photos, and History
iPhone photos are now automatically processed without manual conversion. The system recognizes HEIC/HEIF format (standard iOS photo format) and automatically converts it to JPEG on upload. Works everywhere photos are uploaded - deficiencies, photo documentation, and recommendation images.
Recommendations in the protocol can now be reordered by dragging - the order you set is reflected in the PDF protocol. Ideal when you need certain recommendations at the beginning or end of the document.
Format recommendation text using the toolbar - bold, italic, bullet and numbered lists. Formatting is reflected in the PDF protocol. The editor is available when creating recommendations in codebooks and when editing text directly in the protocol.
On desktop, you can upload photos by simply dragging files into the upload zone - no need to click buttons.
Bullet and numbered lists in recommendations display correctly in PDF. Improved image layout in the recommendations section.
Photo documentation with location, descriptions, and ordering
Deficiency Tracking with Descriptions, Photos, and History
Create a library of standard recommendations and add them to protocols with one click. Recommendations are automatically filtered by the selected work type - you'll see different ones for deratization vs. disinsection. You can edit the text before sending to match the specific situation and add illustrative images to recommendations. Everything is clearly displayed in the PDF protocol. Ideal for standard instructions and safety recommendations you add to protocols repeatedly.
Updated buttons and controls with a more modern look. Unified table style throughout the app. Smoother list loading with animated placeholders.
Optimized synchronization for fieldwork. Recent protocols available even without connection.
Complete the protocol even when signal drops
Protocols can now be created without signatures - useful in situations when it's not possible to get the client's signature on site. The system warns you if a client or technician signature is missing. You can proceed without signatures or go back and add them. In the PDF protocol, "Unsigned" is displayed where a signature is missing.
Optimized application file caching. More reliable offline work. Various fixes for smoother application performance.
Find the new "What's New" button in the app header. Clicking it opens a panel with an overview of the latest features and improvements. When a new version is available, the button alerts you with a pulsing dot.