Changelog -- New features, Improvements, and Fixes

Hi everyone,

Seatbelts on.  This is a good one.

Our new Pool Builder is one of the most powerful time-saving features we've added to Ref Insight. If you've ever spent hours manually building and maintaining pools — tracking down new officials, removing people who moved away, adding referees who just earned a new license — Pool Builder can do that work for you, automatically.

What it does: Create a Builder, attach it to a pool, and define your criteria. When the Builder runs, it scans the directory and adds every official (or other user, like Mentor, Referee-Coach, etc.) who meets your criteria. Set it to Active and the bot runs on a schedule you choose, keeping your pools current without any manual effort on your part.

This is especially valuable for staying on top of changes that happen over time — officials who are new to your account, referees who have moved to or away from an area, and officials who have earned new licenses or had license changes. Your pools are updated to include new people who meet the criteria, and flag those who no longer meet the criteria, reflecting these changes without you having to manually track any of it.

What you can filter by:

Location: City, State, Zip Code (5-digit, first 4, or first 3), Country, Proximity by drive time or distance to one or more sites

Experience: Years of Experience, Assignment Count (global, account, or account this year), Days on Account, Assigned By (assignor), Declined Count (total or this year)

Qualifications: Tag, License, License Type, Track & Tier, Bank Info on File, Tax Info on File

Demographics: Age, Gender

Administrative: Exclude specific referees from a Builder's results

You can combine multiple criteria within a single Builder — multiple criteria within a Builder use AND logic, so officials must meet every filter to qualify.  Great for when you want your pool to include two or more things, such as Location AND Experience, or maybe Location AND License level.

Multiple values within a single criterion use OR logic.  Great for things like Location including multiple states, cities, or zip codes.

You can run multiple Builders on the same pool, each with its own set of criteria and running on its own schedule, without them interfering with each other.

Each time a Builder runs, it adds newly qualifying officials and flags anyone who no longer meets the criteria — but never removes them automatically. You always have the final say on who stays in a pool.

If your pool already has manually-added members: Use the Manage Member/Builder Association tool to bring those members under a Builder so the bot will consider them on future runs.

Getting started: We highly encourage you to reach out to our support team at support@refinsight.com for help creating your first Builder or applying builders to your existing pools. There's a lot of flexibility in how these can be configured, and we're happy to work through it with you.

Tutorials

• Pool Builder — Create a builder, add criteria, run the builder

• Apply a Pool Builder to manually added pool members

Happy Pool Building!

The Ref Insight Team

Overview Two improvements are now available for the Ad-Hoc Invoice creation process, providing admins and assignors with faster access and more accurate Competition spend reporting.

Feature Details

🔗 New Shortcut Under the Payments Menu:  Access Ad-Hoc Invoices faster with a new shortcut directly in the Payments menu — no need to navigate through the Postgame Workflow.

What's New:

• Ad-Hoc Invoices now appear as a direct menu item under Payments

• Existing access through the Postgame Workflow Create Invoices area remains available

• Faster navigation for frequent invoice creators

🏆 Attach a Competition to an Ad-Hoc Invoice:  Ad-Hoc Invoices can now be linked to a specific Competition at the time of creation, enabling more accurate spend tracking and smarter invoice batching.

What's New:

• Select a Competition from the dropdown when creating an Ad-Hoc Invoice

• Invoices with a Competition attached can be batched with other invoices for the same person in the same Competition

• Invoices without a Competition are processed in their own batch but can include multiple line items

Tutorial Available Access the complete tutorial in the Knowledge Base:

• Ad-Hoc Invoices – Create, Attach a Competition, Release to Payor Portal

Support For questions about Ad-Hoc Invoices:

• Review the tutorial in the Knowledge Base

• Contact support at support@refinsight.com

Happy invoicing!

The Ref Insight Team

Hello Assignors and Administrators,

We're continuing to expand assigning rule support to match U.S. Soccer's full Referee Coach pathway. A National Referee Coach license is now available as an assigning rule within your account and ready to apply to match roles as needed.

This rule can be used for match roles that specifically require a National Referee Coach License. All U.S. Soccer Referee Coach pathway license types are now supported within the assigning rule structure:

Rules can be applied globally across an account for a specific match role. They can also be applied to match roles within individual schedules as needed.

Note: This update applies to soccer-related Ref Insight accounts only.

Happy Assigning!

The Ref Insight Team