Changelog

Tasks can now repeat on a schedule

Some work comes back every week: the Monday scheduling call, the monthly newsletter, the renewal every year. A task can now repeat. You set it once, and Brick makes the next one on time.

Pick how often#

Open a task, or make a new one. Under Due date, the Repeat row reads Does not repeat. Pick Every day, Every weekday, Every week, Every 2 weeks, Every month or Every year. Each choice is worded for the due date, so a task due on the 8th offers Every month on the 8th and a task due on a Thursday offers Every week on Thu.

Custom… takes every 3 days, every 3 months, or the weekdays you choose. It also holds the end. A repeat ends never, on a date, or after a number of times, so ten follow-ups are ten and not a date you have to work out.

The next one is always there#

Brick makes the next task ahead, and the one due now when its date has already come. When the next date comes, Brick makes the one after it. A repeating task carries a small repeat mark beside its text on the Tasks page, on a board card and on a contact or deal.

Each task in the series is an ordinary task. Complete it, move its date, attach a deal, or delete it, and only that one changes. A task you did not complete stays overdue. It does not move, and it does not disappear.

Change the series, or stop it#

Open any task in the series and change it. On Save, Brick asks whether the change is for this task, this and the following ones, or all of them, the way a calendar asks about a repeating meeting. Pick Does not repeat to stop the series there: the task in front of you stays, and the later ones are removed. View all occurrences under the Repeat row opens the Tasks page with a Task series filter set to the series, so every task it has made is in front of you, done ones included while Show completed is on. The same filter is in the filter bar: pick Task series, or is empty for the tasks that do not repeat.

Ask Brick does it too#

Tell Ask Brick "add a task every Monday to do my weekly scheduling", and it shows you the series to confirm. "Stop the newsletter task from repeating" stops it, after you confirm.

A task has a due date and no time of day, so a repeat has no time either. Brick makes only the next task ahead, never a long list of future ones.

Manually log a call, text or meeting Brick did not capture

Brick records the emails in your synced mailbox, the texts and calls on your Brick number, and the meetings in your synced calendar. It does not record a call from your own mobile, or a meeting in a cafe. You can now enter one by hand, and Brick counts it as an interaction.

Three kinds, one form#

A Call, a Text or a Meeting. A text covers any messaging app: SMS, iMessage or WhatsApp.

The form asks four things: what happened, the date, who it was with, and a summary. The date can carry a time, and With takes up to 50 contacts. There is no logged email: connect a mailbox instead.

Log it where you already are#

Log activity is at the top of the Activity block and the Activity tab on a contact record, and in the action row under the name. At the default column width it is in the More actions menu. The Calls, Texts and Meetings tabs each have their own button. In the Contacts table, point at a Call, Text, Meeting or Interaction cell for a + at its right.

Or tell Ask Brick. Say "I had coffee with Dana yesterday". It shows a card with the kind, the date, the people and the summary. Click any value to change it. Brick writes nothing until you confirm.

It moves your interaction dates#

A logged call moves First Call Interaction and Last Call Interaction. A logged text moves First Text Interaction and Last Text Interaction. A logged meeting moves First Meeting and Last Meeting. All three also move First Interaction and Last Interaction, for every contact on it. The calendar columns now have simpler names: First Meeting, Last Meeting and Next Meeting.

The row shows in each contact's Activity, and in the matching tab, dated when it happened. Point at the row for a ⋮ menu with Edit and Delete. After either one, Brick calculates the dates again, so a value can move back.

A future date counts after it passes#

Brick accepts a future date. A yellow notice tells you that it counts as an interaction after it passes. Until then it changes none of your dates, so Last Interaction can never read "in 3 days".

A future meeting is the one exception. It fills Next Meeting immediately, as a calendar meeting does.

A future call, text or meeting shows in the Upcoming block on the contact's Activity until its time passes.

What it deliberately does not do#

You log against contacts, never against a deal. A deal reads its dates from the contacts on it. If you log for the contact, the deal's dates move too.

See your net commission on every deal

Every deal now shows your commission from the gross amount to the money you keep. You list the deductions, and Brick calculates the net commission and the tax.

Deductions apply in order#

Open a deal and click the pencil in the Commission section. Add each deduction: a referral fee, your brokerage split, a team split, a franchise fee, a transaction fee, or another cost with its own label. Each row is a dollar amount ($), a percentage of the gross commission (%), or a percentage of what is left after the rows above it (↳%).

The order changes the money. On the deal in the image, the brokerage takes 20% of a $27,500.00 gross commission, which is $5,500.00. The team split at ↳10% takes its share of what the brokerage left, which is $2,200.00. The net commission is $19,800.00.

Brick calculates tax on the net commission. When the deductions are more than the gross commission, Brick shows the negative net in red instead of hiding it.

Set up your splits once#

A preset is a set of deductions with a name, such as your brokerage split. Create presets in Settings → Commission. Select one under Applies to new deals, and Brick adds its deductions to each deal you create. To use a preset on a deal you already have, click Add from preset in the deal's Commission window.

Brick copies a preset onto a deal. When you change the preset later, the deals that used it keep their deductions. The tax rate on that page also applies only to new deals.

Net commission on the table and the board#

The Deals table shows Gross Commission and Net Commission columns, and each board card shows the net commission. You can filter and sort by each commission figure.

A board column can also end in a footer. Open Card settings, and under Column footer pick a total, an average, the lowest or the highest value of a number attribute. In the image, the Listed column shows an Average Net Commission of $17,477.50 for its two deals. Each view keeps its own footer, and Contacts boards have the same footer.

Deductions from Ask Brick#

When Ask Brick creates a deal, its confirmation card has a Deductions row. The row holds the deductions of the preset that applies to new deals, and you can change them before you click Create. Ask Brick cannot change the deductions on a deal that already exists. It cannot read the rows already on a deal, so a change to one row could delete the others. Edit them in the deal's Commission section.

A morning email with your overdue and upcoming tasks

Brick emails you your own open tasks at 7am, so the day starts with a list you did not have to go looking for. It is on by default and there is nothing to set up.

What is in it#

Three sections, in the order you need them: Overdue, Due today, and Upcoming, which is anything due in the next seven days.

Only tasks assigned to you, only tasks still open, and only tasks with a due date. A task with no due date is not a plan for today, so it never appears; neither does anything you have already completed.

The email opens with your name and the same counts, then a View all tasks button. Each task is its own card: the first line of the task, its due date, and the contact or deal it is attached to, linked straight to that record. An overdue date is red. A section stops at ten tasks and tells you how many more there are.

The subject line carries the date and the counts, so you can triage it from the notification without opening it: 31 Aug → 1 task overdue, 1 task due today and 1 task coming up. Only the sections that have something in them appear, in the subject and in the email.

Daily, weekly, or off#

Settings → Notifications has an Email digest section with three choices: Daily, Weekly (Monday morning) and Off. Daily is the default.

Turning it off is that setting, not an unsubscribe link buried in a footer, so it is in the same place when you want it back.

One thing worth knowing: every send is 7am Eastern, whatever time zone you are in. Per-realtor time zones are not built yet.

Ask a question, get an answer from the help docs

You can now ask Brick a question in your own words and get an answer taken from its help articles. Press ? on any screen, type the question, and Brick answers from the documentation rather than from its own memory. It shows you the article it used.

The articles themselves live at /help, and you can read or search them there.

The Help button, or ?#

The circled ? sits to the left of Ask Brick in the header. Click it, or press ? anywhere in the app, and a panel opens down the right-hand side.

It does not take the app away from you. No dimmed background, no trapped cursor: the panel floats, you keep working behind it, and Esc or a click outside closes it.

Inside are three things: a field to ask a question, five suggested articles, and a footer with Help center, Contact support and Keyboard shortcuts. Support has not moved. The old life-buoy button became this Help button, and reaching a human is one row down, unread badge and all.

Asking hands the question to Ask Brick#

Type into the field and press Enter. The drawer closes and Ask Brick opens on a new chat with your question already sent.

The drawer answers nothing itself, deliberately. Two assistants in one app that give different answers to the same question is worse than one assistant you can find from anywhere.

Search shows you the sentence that matched#

On any /help page, ⌘K opens the article search. So does the search box on the landing page, and the Search pill at the top of the sidebar.

Each result is two lines: the article title, then the passage that matched, with your words marked in blue. You can tell which article answers your question before you open it.

A word matches from its start. attach finds "attachment" and "attachments". It does not fire in the middle of a word, so on never matches "conversation". Common words such as "how" and "a" are dropped from the query.

Opening a result takes you to the section that passage came from, not to the top of the article.

An empty search lists every article, so the same box doubles as a way to browse. Ask Brick searches the same articles the same way, so the article it cites is the one you would have found yourself.

New shortcut: Select everything with ⌘+A or Ctrl+A

Selection now works the same way on every list in Brick, takes one keystroke, and, in the Inbox, can reach past the rows on screen to every conversation a view matches.

⌘+A takes the surface#

⌘+A on a Mac, Ctrl+A on Windows, selects everything loaded on whatever list owns the page: Contacts, Deals, Tasks, Lists, the feed, and the Inbox. It only ever selects. Pressing it twice does not give the selection back, because no tool a realtor already knows behaves that way. Escape and the bar's ✕ are the clears.

It stays out of the way where it should. It does not fire while you are typing, while a modal owns the keyboard, or, in the Inbox, while a conversation is open, where ⌘+A selects the message text you are reading.

Boards select too#

Contacts and Deals boards take a selection now. Hover a card for its checkbox, or press x on the focused card. Enter still opens the record on a board, the way it always has. A board's keymap is not the grid's.

Every conversation in a view#

Once every loaded conversation is selected and more pages match, a banner offers "Select all N in this view". Taking it acts on the whole matching set on the server, not on the ids your browser happens to be holding. So closing 312 conversations closes the same 312 the count promised.

The offer is clickable before the count finishes resolving; a shimmer stands in for the number rather than showing one that would be wrong. Touching any single row drops back to a plain selection.

One action list per entity#

A table and its board now offer exactly the same bulk actions, from one definition. Nothing is listed that cannot run: an action without an implementation is removed, not greyed out.

Last Interaction dates on contacts and deals

Every contact and every deal now carries the date of your last exchange with them, whichever way it happened. Last Interaction is already a column on your Contacts and Deals tables.

Everything counts as contact#

An interaction is an email either of you sent, a text either of you sent, any call that ended (answered, missed, voicemail, or a number that never picked up), and a meeting from your calendar, counted once its start time has passed.

Brick's own mail to you never counts. A search alert is not you talking to a client.

Eleven fields ship with it: first and last for each of email, text, call and calendar, first and last across all four together, and Next Calendar Interaction, the next meeting you already have booked with them. Every one of them can be added as a column, sorted on, and filtered.

Hover a date for the thing itself#

A cell reads "10 days ago". Hover it and a card opens with the exact time and the interaction it points at: the email's subject and first line, the text's body, who called whom and for how long, the meeting's title and hours.

If that conversation is still in your Inbox, the card carries an Open conversation link at the bottom.

The fields are read-only. They are Brick's record of what happened, not something to keep up to date by hand.

The Needs follow up view#

Your Contacts views include one called Needs follow up, set up and waiting: everyone you have not been in touch with for four weeks, longest-neglected first. The four weeks is relative, so the list moves with the calendar instead of freezing on the day it was made.

Contacts you have never spoken with are deliberately left out. A record with no history at all is usually junk, and following up means people you have actually talked to. A booked showing does not count as contact either. A meeting counts once it has happened, not before.

It is an ordinary view. Rename it, change its filters, or delete it. Deleting is permanent; Brick never puts it back.