What's new in MovePlnr

The AI Agent console is easier to read. The AI Agent console has clearer labels for phone numbers, test callers, capabilities and runs. Sales

AI agent settings reach every existing agent. When your AI settings change, your existing AI agents update to match. Sales

Two column website forms fit narrow screens. Lead and quote forms in a two column layout stay inside the page on phones, even with a long label or an address field. Marketing

QuickBooks skips moves with nothing to bill. A move with no billable lines shows as Skipped in the QuickBooks sync log instead of failing. An invoice QuickBooks refuses is no longer resent every night, and Re-push tries it again once you fix it. Finance

Security improvements. MovePlnr pages always open over a secure connection, even from an older link or bookmark. Everywhere

Screen recording keeps the page responsive. Recording your screen for a problem report or suggestion no longer freezes the page, and the recording comes out the same. Getting started

See each mover's branch on report cards. Operator report cards show the locations each mover works from, primary first, and the Locations CSV includes them. Reports

Timer hours show on the close screen. With the Move Timer add-on on, timer hours appear on the close screen and round the way you expect. Dispatch

Dispatch views and reports load faster. Dispatch and operator views skip duplicate refreshes, unread counts stay in step across tabs, and several reports and payroll screens load faster. Everywhere

Compass and support threads report accurately. Compass no longer says it saved a preference when memory is off, and support threads stop posting status updates once a fix has shipped. Getting started

Security improvements. We tightened security across the app. Everywhere

New branches start with an estimate template. New branches come with a ready-to-use estimate template and email bodies, and Compass walks you through your first estimate. Getting started

Add the same additional service more than once. Add one additional service several times on a move, each line at its own price, to match your estimate or invoice. Sales

Show the move number on contract PDFs. Move Number is now a field you can place on contract and waiver PDFs, so signed documents tie back to the right move. Sales

Search and open any Operator Report Card. Search the Operator Report Cards leaderboard by name without losing the ranking, and open cards from the Insufficient data list. Reports

New partners show industry and commission in Daily Reports. The New Partners view in Daily Reports shows each partner's industry, customer discount and commission, and fits better on phones. Reports

The Overdue tab remembers your month. The Overdue tab on the Payments page keeps the month you last chose in this browser. Finance

Compass replies show tables and give accurate guidance. Tables, checklists and links in Compass replies display properly. Compass no longer promises reply times, and refund questions point admins to the Refund button. Getting started

Signup and billing happen on the web, not in the phone app. The phone app no longer shows signup or billing, and Compass explains that those are done in a web browser. Everywhere

The Billing page opens without a card on file. The Billing page loads for companies that have no card on file yet. Company settings

Remote delivery shows the right 30-minute rate. The remote delivery price for 30 minutes matches the expected rate on the delivery cards and the itemized view. Sales

Security improvements. We tightened security across the app. Everywhere

The help panel opens on quick options. The help panel opens on cards for past conversations, reporting a problem, sending a suggestion and asking a question. You can also send a suggestion from your profile menu. Getting started

Retry a declined charge from the Billing page. Declined usage charges are retried automatically, and you can press Retry now. The Billing page also shows where each invoice came from. Company settings

The app stays responsive during heavy background work. The app no longer stalls when a lot of background work runs at once. Everywhere

Payroll totals keep reimbursements and travel pay. Saving, sharing or confirming payroll keeps expense reimbursement lines, and stored totals, QuickBooks, reports and paystubs include travel pay. Finance

Long-distance quoting stays current. Long-distance rates refresh instead of staying cached in the browser, and a quote error stays in its own section without blocking the Opportunity page. Sales

Signing page instructions are readable in dark mode. Instructions on contract and waiver signing pages follow the page's theme, so customers can read them in dark mode. Sales

GPS tracking continues past midnight. A move that starts before midnight and runs past it keeps recording the truck's location. Dispatch

Expired Google Ads conversions are labeled Expired. Conversions too old for Google Ads to accept show as Expired with a plain reason and no Retry button, so you can see what can still be fixed. Marketing

Security improvements. We tightened security across the app. Everywhere

See when a customer opens an estimate email. The estimate timeline shows when the customer first opens the email, as a lighter signal next to an actual estimate view. Sales

Give a job a name. Add an optional name that shows beside the job number in customer history, the opportunity header and Dispatch. Rename it from the history menu or by clicking the tag. Sales

Closing a move at $0 asks for a reason. A $0 close now needs a reason, which then shows on the move and in commission records. Dispatch

Multi-day jobs tell you when the end date moves. Changing a multi-day job's start date tells you if the end date shifted to keep its length, and the full date range shows on the summary. Sales

Date discounts preview the customer's wording. Date discount settings show the exact text customers will see and warn when a label mentions a different percentage than the discount. Sales

Opportunities show Estimate Sent. After you send an estimate, the opportunity shows an Estimate Sent status, including when Sales Pipeline is off. Sales

Screens hide what your add-ons don't include. Follow-up tasks, the Yard and Marketing tabs, and Location Settings pages hide when the matching add-on is off, so nobody lands on a page they can't use. Admin

Purchase orders show when they were placed. Purchase orders get a placed date, which you can set on the create form, and it shows on quick view cards. Yard

Unsubscribe links ask the customer to confirm. Estimate reminders, signature reminders and review requests ask the customer to confirm before unsubscribing, so email scanners can't opt them out. Review email unsubscribe links work again. Sales

Links shared from the phone app work for customers. The self-serve estimate link and the review QR code in move chat now work when they're created from the phone app. Everywhere

Accepted estimates book onto the chosen truck. When a customer accepts a contract-free estimate, the move is booked onto the truck picked at booking instead of landing in Unassigned. Dispatch

Closed invoices keep one number. A move's full invoice keeps the same number after later close edits, so Payment History always finds it and deposit receipts stay intact. Finance

Long-distance closes post the right costs. Own-truck long-distance jobs no longer add a carrier expense at close, and re-quoting in a different mode updates the legs to match. Finance

Saved payrolls show their overtime lines. Confirmed and paid payrolls show each stored overtime line, not only the total. Finance

Branch and period filters stay where you set them. Picking a branch on report and list pages no longer resets to All Locations, and Operator Report Cards keep the branch and period through reloads. Reports

Restored moves leave the lost counts. Daily Reports no longer count restored moves as lost, and the Opportunities All filter shows live and lost items together. Reports

Calls show up in the Inbox sooner. Longer calls appear soon after they end instead of waiting for the nightly sync, and calls missed earlier are filled in. Inbox

Google Ads reconnects keep conversion tracking. Signing in to Google Ads again keeps your conversion actions, so uploads continue. The review campaign editor also shows where 5-star reviews go when routing is on. Marketing

Security improvements. We tightened security across the app. Everywhere

Review routing works for your Google listings. Google Business Profile listings keep the details review routing needs, so routed review requests reach the right location once a listing is verified. Marketing

Storage bookings keep the price they were sold at. A booking sold before a facility's minimum price went up keeps its agreed price, so tax checks and unit edits work on it. Finance

Pages keep working with browser translation on. Using the browser's translate feature no longer crashes pages for people who read the app in another language. Everywhere

YouTube settings work before a channel is connected. The YouTube settings page no longer goes blank when no channel is connected, so you can reach the connect button. Marketing

Card readers connect over cellular away from Wi-Fi. Card readers are set to use cellular data by default, so they keep working at a customer's door without Wi-Fi. Finance

Take a card reader payment from the close screen. The close screen now offers the card reader, and the payment picker refreshes after you pair or remove a reader. Finance

Tax changes apply to active storage subscriptions. Turning tax off, changing a rate and prorated invoices now work correctly on storage bookings already billing through Stripe. Finance

Pause review requests for chosen contract templates. Mark a contract template to skip review request emails, so jobs such as rentals don't ask for a review before the work is done. Marketing

Website leads go to the nearest branch. Inbound leads are matched to the closest active branch by their origin address, so fewer land under the wrong location. Sales

Email attachments show in conversation details. Invoices and other email attachments appear with the message in conversation details, ready to open. Inbox

Email lead source rules credit new customers. Email attribution rules now credit the lead source for brand-new customers at intake, not only for existing ones. Marketing

Crew intro texts show real coordinator hours. Coordinator hours in crew intro texts come from the actual RingCentral work schedule, so nobody shows as available around the clock. Dispatch

A rate you pick stays selected. A rate you choose, including No Truck rates, stays selected for that crew. Changing movers or trucks still moves the quote to the best rate. Sales

Crew counts add up on multi-truck jobs. Job Assignments counts the full crew, lead included, and shows empty slots only when someone is actually missing. Dispatch

Crew members stay available to mention in move chat. People assigned to a move can still be tagged in its chat after their roles change. Inbox

Attach photos to checklist items on any branch's move. Photos attach to checklist items even when the move belongs to a different branch than the one open in the app. Crew app

Storage unit prices show in full. Unit prices in storage facility pricing no longer get cut off, and the pricing dialog is wider. Admin

Manual billing accounts stop combining invoices. The billing run checks each account's current invoicing schedule first, so manual accounts go back to one invoice per move and empty cycles are voided. Finance

Estimate reminders, call recordings and $0 closes work reliably. Estimate reminders include the view-estimate button, call recordings keep downloading when the phone system is busy, and a $0 close with tax set is no longer refused. Everywhere

Contract SMS templates edit as plain text. The uncommit and unsigned-cancel templates open in the SMS editor with a length meter, the same format they're sent in. Sales

The attachment size limit matches what can be sent. The attachment total shown when sending an estimate or contract now matches the real limit, so a send the app allows goes through. Sales

A branch remembered from another sign-in no longer causes an error. If a device remembers a branch from a different account, the app switches to one of your branches instead of showing an error page. Everywhere

Payroll travel pay follows the branch's travel limit. Travel pay skips empty legs that shouldn't be paid and follows each location's travel-leg limit, and travel values are easier to read on payroll. Finance

Enter estimate time in hours and minutes. Time spent on an estimate is entered as hours plus minutes, payroll admins can correct it later, and payroll shows estimate hours on their own line. Estimator

Long texts are split or flagged before sending. Texts are checked against the provider's length limit before they go out. Long messages are split or refused with a clear message instead of failing. Inbox

Contract texts arrive as clean text. Automated contract texts, such as uncommit and unsigned-cancel messages, no longer show formatting tags to customers. Sales

Storage bookings follow releases and failed first charges. A backdated release voids a sent storage invoice that's no longer owed, and a subscription whose first charge never goes through takes the booking out of Active. Finance

QuickBooks and Stripe updates recover on their own. Combined invoices try again after QuickBooks reports a newer version, storage and walk-in payments re-push correctly, records that share a name stay separate, and Stripe payment updates are retried instead of lost. Finance

Close Move and the supervisor calendar show the right crew and jobs. Close Move lists each crew member once and finishes moves with added taxes, and the shared supervisor calendar shows crewed jobs still awaiting signature. Dispatch

Unclaimed leads sort by time and the file picker scrolls. Sorting the Unclaimed list by unclaimed time works again, crew intro texts are checked every 15 minutes, and the customer files picker in booking confirmation scrolls to every file. Sales

Security improvements. We tightened security across the app. Everywhere

Affirm financing records the fee and smaller captures correctly. The Affirm financing fee passes to the customer, and capturing less than the hold shows as a released hold instead of a refund. Finance

Stops keep their order and unsaved edits. Pickup and drop-off stops stay in the order you set after saving, and edits in progress on the Opportunity page survive a background refresh. Sales

Yard Stock is easier to search and read. Type to find a stock item in preset and purchase order pickers. Negative stock shows where the shortage is, pending recounts stand out, and preset lines show real item and yard names. Yard

Payouts show mentorship overrides on every screen. Mentorship override amounts appear on the payroll panel, profile quick stats and printed paystubs, and the commission table has clearer labels. Finance

Backdate a storage release to the move-out date. Record a storage release on the actual move-out date, even when it's entered later, so billing ends when the storage did. Finance

Saving a contact's phone number handles duplicates. Changing a contact's phone number to one already on another record in your company now saves instead of failing. Sales

Choose the country when adding a Stripe account. Adding a Stripe Connect account now asks for the country, Canada or the US, so the account is set up correctly. The country shows in account lists. Company settings

Close Moves shows the selected branch in local time. The Close Moves page groups work by the selected branch and shows each move's time in its own time zone. An empty branch points you to branches that still have moves to close. Dispatch

Crew assignment rules apply the same way everywhere. Crew changes from the move estimate editor follow the same assignment rules as the Dispatch board, and only roles that can override a blocked assignment see those controls. Dispatch

Recruiter bonus changes update open payrolls. Changing recruiter bonus settings recalculates any open draft payroll it affects, so the payroll screen and the bonus details match. Finance

Expense approvals use the move's local date. Approving an expense in the evening no longer files it under the next day, so period reports and bank matching line up. Finance

QuickBooks invoice updates go through after a payment sync. When QuickBooks reports that an invoice changed since the last sync, MovePlnr rereads it and tries again, so re-syncs and re-closes complete. Finance

Grounded trucks stay unavailable until their own midnight. A truck on hold stays unavailable until midnight in its own branch's time zone, across the vehicle list, quotes and the reserve picker. Admin

Google reviews sync completely. Google review sync reads the full review list, so new reviews come in and removed ones drop off. Marketing

Sign-in screens say why a sign-in failed. Login and two-step verification screens show the real reason, such as an expired link or a locked account, instead of a generic message. Everywhere

Supply lists refresh live and menus match their fields. The supplies list updates in every open tab when someone adds, edits or archives a supply, and dropdown menus open at the width of their field again. Admin

Security improvements. We tightened security across the app. Everywhere

Assigning movers no longer asks for an override note. Crew assignments on moving jobs save without a fit-for-duty override reason. Dispatch

Second pickup stops show on estimates. Estimate PDFs, emails, contracts and waivers list every pickup stop on multi-pickup jobs. Sales

Monthly Business flags open payroll. Monthly Business shows a Payroll not closed callout with counts and a link straight to Payroll. Reports

Estimate custom charges count toward tax. Custom charges and discounts on estimates are included in the tax total. Mark a custom charge as tax-exempt when it should not be taxed. Sales

Review campaign steps keep a new template. Changing the email template on a review campaign step takes effect when you save. Marketing

Report cards open on the latest month. Operator report cards open on the most recent computed month and make clear which months are final. Reports

Deactivated team members stay out of live lists. Lists and reports that show your team leave out deactivated members more consistently. Admin

Street View previews load reliably. Street View previews are fetched once when you enter an address and load from MovePlnr after that. Sales

Scheduled tasks run at the right local time. Recurring tasks follow the latest time zone rules, so they run at the expected local hour. Everywhere

Report cards explain every score. Each report card label explains itself, unranked movers show why, and retired measures no longer appear in new months. The CSV download works when some movers have no grade yet. Reports

See who added each team member. Team member records show who created them. Added by appears only when the creator is known, and the Team tab shows the same member count as the Hours tab. Admin

Crew chat fits small phone screens. On phones, the message editor scrolls into view, the location banner takes less room, and the message list keeps its height when an Orders card is open. Inbox

Hidden prices read Hidden, not $0.00. When you are not allowed to see rates, unassigned orders at move close show Hidden instead of $0.00. Dispatch

Correct a strike number on a claim. Admins and dispatchers can set a mover's strike number on a claim, with a required reason. Later strikes count from the corrected number. Claims

Estimate reminders can repeat the original email. Add the new placeholder to a reminder template to include the estimate email the customer already received. Sales

Edit Move Services and Details on booked moves. The Move Services and Details section opens on booked moves from the Opportunity page, even when it starts empty. Sales

Access types show metric and imperial. Access type choices show both measurement systems. Embed forms can use your company's distance unit or set their own. Sales

Report cards list active members with clearer scores. Report cards and the Reviews by Operator and QR leaderboards leave out deactivated team members. Feedback scores use clearer labels and say when a score is missing or not yet counted. Reports

Recorded calls reach the right customer. Calls recorded in RingCentral sync to the matching customer record, including calls recorded before this change. Inbox

Correct times on older browsers. Dates and times show correctly even when a browser's time zone data is out of date. The problem reporter opens the same way from every button and says up front when only logs can be sent. Everywhere

Jump to today, and save past move dates. Date pickers have a Today shortcut and open on the current month. You can save a move date in the past after confirming a warning. Sales

Coordinator texts stay out of Sales Needs Reply. Text threads a coordinator is handling no longer show in a sales owner's Needs Reply list. Inbox

Featured photo suggestions refresh right away. Archiving or restoring a customer file updates the featured photo suggestions on the close move screen without a reload. Dispatch

Security improvements. We tightened security across the app. Everywhere

Address corrections update travel. Correcting an address or adding a stop rebuilds the truck-day travel route and keeps it, so legs no longer stay on the old address. Dispatch

Combined invoices carry one payment link. Moves attached to a combined invoice no longer print their own Pay now links. The link appears once, on the combined invoice, with remittance details kept. Finance