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Changelog

March 2026

110 releases: 73 new, 92 improved and 196 fixed.

March 2026

110 releases

  1. v2.41.0

    Operations opens on all locations

    The Operations page now opens showing all locations.

    1 smaller change
    • Operations defaults to all locations. The Operations page now opens showing all locations. Dispatch

  2. v2.40.0

    Tax rates no longer change past moves

    New tax rates apply only from their start date, finalized invoice PDFs stay intact, and your selected location sticks after a reload.

    4 smaller changes
    • New tax rates leave past moves alone. Adding a tax rate no longer changes the tax on moves that are already done. Tax rates are now set per location. Finance

    • Finalized invoice PDFs stay intact. Finalized invoice PDFs are never overwritten, and a missing PDF is rebuilt when you open it. Finance

    • Your location stays selected. The location you pick stays selected after a page reload and as you move between pages. Everywhere

    • Follow-up times in your time zone. Custom follow-up date pickers now use your location's time zone. Sales

  3. v2.39.0

    Full text threads in the Inbox

    Texts with customers who have many moves load in full in the Inbox, and Additional Services show each minimum price.

    2 smaller changes
    • Full text threads for busy customers. Text conversations with customers who have many moves now load in full in the Inbox. Inbox

    • Minimum price in Additional Services. The Additional Services list shows each service's minimum price in the rate column. Admin

  4. v2.38.0

    Additional Services and Service Rates combined

    Additional Services and Service Rates are now one list, and invoices for moves closed with a deposit leave out revoked payments.

    • ImprovedAdmin

      One list for Additional Services

      Additional Services and Service Rates are now a single list, so each service and its rate live in one place.

    1 smaller change
    • Invoices leave out revoked payments. Closing a move with a deposit now produces an invoice that lists only valid payments. Finance

  5. v2.37.0

    New HR role and steady pickup addresses

    A new HR role opens the review collection report. Pickup addresses stay put while you edit, and the monthly business report gets a details drawer.

    • NewCompany settings

      HR role

      Give team members the new HR role to let them open the review collection report without access to other reports.

    7 smaller changes
    • Pickup addresses stay put. Editing and saving a move keeps its pickup address, with no false missing-address errors. Sales

    • Details behind monthly report charts. Click the services or supplies chart on the monthly business report to open a details drawer. Its location filter also works on the first pick. Reports

    • No duplicate opportunities from past customers. Follow-up emails from customers whose moves are closed no longer create duplicate opportunities. Sales

    • Partners can act after signing in. Partners who sign in can now use the partner portal without authorization errors. Partner portal

    • Pages open on your saved location. Every page now opens filtered to your saved location instead of a different one. Everywhere

    • Compact move tags in Inbox edit windows. Move tags in the Inbox edit windows now use a compact chip layout. Inbox

    • Unused Move Chat link removed. The sidebar no longer shows the unused Move Chat link. Everywhere

  6. v2.36.0

    Monthly business report charts and extra-hours approval

    The monthly business report adds a location filter, tax breakdown and charts for services and supplies. Hourly office staff can report extra hours for approval, and five-star reviews go straight to Google.

    • NewReports

      Monthly business report charts

      The monthly business report adds a location filter, a tax breakdown, and charts for services and supplies.

    • NewFinance

      Report and approve extra hours

      Hourly sales staff report extra hours from the Report Hours tab on their Profile. Admins approve, partly approve or decline each claim in payroll, and approved hours carry into the pay period.

    4 smaller changes
    • All Campaigns view for reviews. The review collection report has an All Campaigns view that totals every campaign. Marketing

    • Five-star reviews go to Google. Customers who give five stars always go to Google to post their review and stop getting follow-up emails. The review report location filter works on the first pick. Marketing

    • Times use your location's time zone. Dates and times across the app now show in your default location's time zone instead of UTC. Everywhere

    • Partners sign in with saved passwords. Partners with login enabled can sign in with their saved credentials. Partner portal

  7. v2.35.0

    Single-day supervisor overview

    The supervisor overview now shows one day at a time with updated filters, and the Payments location filter works on the first pick.

    4 smaller changes
    • Single-day supervisor overview. The supervisor overview now shows a single day with updated filters. Dispatch

    • Payments location filter works on first pick. Picking a location on the Payments page applies the filter the first time. Finance

    • No duplicate roles for supervisors. Operator supervisors no longer show the operator role twice. Admin

    • Crew pages out of the office sidebar. Crew and supervisor move pages no longer appear in the sidebar menu. Everywhere

  8. v2.34.0

    Calls, texts and emails log to the pipeline

    Calls, texts and emails with a lead now log themselves as pipeline activity. Assigning a crew leader, Close Move hours and pickup addresses also behave as expected.

    • NewSales

      Pipeline activity logs itself

      Outbound calls, texts and emails with a lead now log as pipeline activity on their own and move the lead to its next step. Your company can turn this off if you prefer to log by hand.

    6 smaller changes
    • Quick Reply moves to the header. The Quick Reply button now sits in the Communications header, within easy reach. Inbox

    • Assigning a crew leader works. Assigning a mover as the leader now makes them the leader instead of adding them to the crew. Dispatch

    • Close Move hours drop leading zeros. Hour fields on Close Move no longer keep leading zeros. Dispatch

    • Pickup address stays after sending an estimate. The pickup address stays on the move after you send an estimate, and a saved pickup address passes validation. Sales

    • Email links open the right client. Email links open the right client even when two share a name, and the Needs Reply card matches the Inbox. Inbox

    • Pipeline pause waits a minute. The pipeline pause button now waits 60 seconds between presses, which keeps the activity log clean. Sales

  9. v2.33.0

    Partner portal sign-in

    Partner portal sign-in no longer fails for some partners.

    1 smaller change
    • Partner portal sign-in works. Partner portal sign-in no longer fails for some partners. Partner portal

  10. v2.32.0

    Discounts now reduce tax on supplies

    Order discounts reduce the tax on supplies, contract reminders reach every customer, and rescheduled moves update their truck.

    3 smaller changes
    • Discounts apply to supplies tax. Order discounts now reduce the tax on supplies, so invoice totals add up. Finance

    • Contract reminders reach every customer. Contract reminders now send to every customer, including those at locations without a reminder template. Sales

    • Rescheduling updates the truck. After you reschedule a move, the crew shows on the right truck in every view. Dispatch

  11. v2.31.0

    Payment reminder editor and Needs Reply cleanup

    Write manual payment reminders in a rich text editor. Needs Reply skips old backlog and its badge is easy to see.

    5 smaller changes
    • Payment reminders in a rich text editor. Write and send a manual payment reminder from a rich text editor. Finance

    • Needs Reply skips old backlog. Emails older than 30 days no longer count as needing a reply, and the Needs Reply badge now shows beside the Unread badge instead of behind it. Inbox

    • No lead alerts for direct bookings. Moves booked directly, outside the sales pipeline, no longer send new lead notifications. Everywhere

    • Notification badge matches the toolbar. The notification bell badge now looks like the other toolbar badges. Everywhere

    • Week view shows the right dates. The job assignments week view now shows the dates you selected in every time zone. Dispatch

  12. v2.30.0

    Daily Report location filter and messaging

    Daily Reports filter by location and open from notifications fully expanded. Emails no longer repeat in conversations, and texts reach any number saved on the customer.

    4 smaller changes
    • Daily Reports filter by location. Daily Report booking and lost numbers are corrected, you can filter and drill down by location, and opening a report from a notification shows it expanded. Reports

    • Emails show once in conversations. Emails sent to shared mailboxes appear once in a conversation, and texts send to any number saved on the customer's profile. Inbox

    • Contract confirmations include everything. Contract confirmation emails now include all their content with placeholders filled in. Sales

    • Move edits and follow-up times save. Saving move details in edit mode works without errors, and custom follow-ups keep the time you choose. Sales

  13. v2.29.0

    Payments on closed moves and lead ownership

    Payments on closed moves show in payment history, and claimed leads stay with the rep working them.

    5 smaller changes
    • Payments show on closed moves. Payments recorded on a closed move now appear in its payment history. Finance

    • Claimed leads stay with their rep. Opportunities someone is working no longer get marked unclaimed too early, and the Inbox unclaimed badge follows the sale's owner. Sales

    • Connect RingCentral from MovePlnr. Connecting your RingCentral account from MovePlnr now works. Company settings

    • Profile sidebar works for sales users. The Profile sidebar now shows working links for sales users. Profile

    • Custom follow-up calendar arrows. The next month arrow in the custom follow-up date picker no longer overlaps the dates. Sales

  14. v2.27.0

    Update banner fits on phones

    The new version banner now fits phone screens.

    1 smaller change
    • Update banner fits on phones. The new version banner now fits phone screens and sits neatly alongside the navigation. Everywhere

  15. v2.21.0

    Fewer errors during app updates

    While MovePlnr updates, the app retries your request quietly instead of showing an error.

    1 smaller change
    • Fewer errors during updates. While MovePlnr is updating, the app retries your request quietly instead of showing an error. Everywhere

  16. v2.19.0

    Notification center and live page updates

    A new notification center gathers alerts for leads, replies, contracts, payments, dispatch and reviews, with controls for what you see and hear. You can also see when customers open your estimates and contracts, and key pages update live.

    NewEverywhere

    In-app notification center

    A bell in the top bar now gathers your alerts in one place: new leads, customer replies, signed contracts, payments, dispatch changes and new reviews. The Notifications page keeps the full history.

    NewSales

    See when customers open estimates and contracts

    MovePlnr now shows when a customer views your estimate or contract and whether they accept, decline or sign it. Badges and instant alerts tell you the moment it happens, so you can follow up while the customer is still looking.

    • NewEverywhere

      Choose your notifications

      Pick which notifications show up for you in the app and which ones play a sound.

    • NewEverywhere

      Pages update without refreshing

      The Inbox, pipeline and dispatch pages now update live as changes come in, with no need to refresh.

    1 smaller change
    • Update when you are ready. When a new version of MovePlnr is out, a banner lets you refresh when it suits you instead of signing you out. Everywhere

  17. v2.18.0

    Drill into Daily Report bookings and losses

    Daily Reports now open the list of moves behind each booking and lost-opportunity count. Reports count sales by the date sold and list only active locations.

    • NewReports

      See the moves behind Daily Report numbers

      Click a booking or lost-opportunity count in a Daily Report to see the list of moves behind it.

    1 smaller change
    • Reports use the sale date. Sales performance reports count sales by the date sold and list only active locations, and daily contact volumes match your actual calls and messages. Reports

  18. v2.17.0

    Contract sending and partner sign-in

    Contracts send from the CRM, partners with login enabled can sign in, and email and text replies work on phones.

    4 smaller changes
    • Send contracts from the CRM. Sending a contract from the CRM works without a server error. Sales

    • Partners with login enabled can sign in. Partners whose login is enabled can now sign in to the partner portal. Partner portal

    • Reply to customers from your phone. Replying to emails and texting customers now works on phones, and email replies work right after you claim an opportunity. Inbox

    • Sent follow-ups count as done. Sending a follow-up email now marks that follow-up as done. Sales

  19. v2.16.0

    Rate forms keep your selections

    Rate forms display and keep the options you select.

    1 smaller change
    • Rate forms show your selections. Rate forms in your settings now display and keep the options you select. Admin

  20. v2.14.0

    Contracts open on older browsers

    Customers on older browsers can open and sign contracts.

    1 smaller change
    • Contracts work on older browsers. Customers using older browsers can now open and sign contracts without the page crashing. Sales

  21. v2.13.0

    Integrations page loads for every company

    The Integrations page in Company settings opens for every company.

    1 smaller change
    • Integrations page opens for everyone. The Integrations page in Company settings now loads for every company instead of showing a Company not found message. Company settings

  22. v2.12.0

    Start a new text from the Inbox

    A new compose option starts a text message, with clearer messages when a text cannot send.

    1 smaller change
    • Compose a new text. Start a new text message with the new compose option, and see a clearer message if a text can't send. Inbox

  23. v2.11.0

    Reliable texting and email replies

    Texts, email replies and quick replies work reliably, customer replies show in the CRM, and resent confirmations fill in their placeholders.

    3 smaller changes
    • Texting and email replies work reliably. Texts send without the occasional failure, Reply and Reply All work in email threads, quick replies work, customer replies show in the CRM, and you can mark an item as not needing a reply. Inbox

    • Resent confirmations fill in placeholders. Resending a contract confirmation now fills every placeholder with the real values. Sales

    • Update additional services at close. You can change saved additional services while closing a move. Dispatch

  24. v2.10.0

    Edit payroll extras and see lead age

    Edit extra hours, extras, deductions and out-of-system sales instead of deleting them, and see how long each unclaimed lead has waited. Supervisors can view every move at their location.

    • NewFinance

      Edit payroll extras

      Edit extra hours, extras, deductions and out-of-system sales on payroll instead of deleting and adding them again.

    • ImprovedCrew app

      Supervisors can view all location moves

      On My Schedule, supervisors can switch between their own moves and all moves at their location, and their move details include office notes, rate and customer info.

    4 smaller changes
    • Age column for unclaimed leads. The Unclaimed leads list has an Age column showing how long each lead has waited. Sales

    • Flat-rate moves show Flat Rate. Moves priced at a flat rate now say Flat Rate instead of Hourly. Sales

    • Urgent leaves out finished follow-ups. The Urgent filter skips completed and cancelled follow-ups, and the more cancelled link on the Sales dashboard opens the moves list. Sales

    • Weekly selector and Assign Truck behave. The weekly date selector highlights the day you pick, and Assign Truck takes you straight to where you choose the truck. Dispatch

  25. v2.9.0

    Inbox timestamps and a redesigned billing page

    Text and call cards in the Inbox show when they happened, dispatchers see the dispatch panel on move details, and the billing and plan pages have a new layout. Texting, emailing, leads and bookings reports also behave as expected.

    9 smaller changes
    • Timestamps on Inbox texts and calls. Text and call cards in the Inbox now show the time, date and how long ago each one happened. Inbox

    • Dispatch panel on move details. Dispatchers now see the dispatch panel when they open a move's details. Dispatch

    • Urgent explained, auto-archive noted. Hover over the Urgent tag on a New Business lead to see why it's urgent. When the follow-up sequence ends, the communication feed shows when the lead will be archived. Sales

    • New layout for billing and plans. The Billing page and plan picker in Company settings have a new layout. Company settings

    • Texts and emails send as expected. Texts send even when the customer hasn't replied yet, follow-up emails continue the existing thread, invoice attachments download, and opening a lead with no emails starts a new one. Inbox

    • Leads keep the right details. New leads fill in the right customer name and email, reclaiming an opportunity continues its sales sequence, and the Sales dashboard Needs Reply count tracks customer replies. Sales

    • Resent contracts include the contract. Resending a contract now includes the contract itself, the pickup address stays after you send an estimate, and rescheduled moves save without errors. Sales

    • Bookings reports count every sale. The weekly bookings report and the moves sold count in operations now include every sale. Reports

    • SIN and SSN field accepts any format. A team member's SIN or SSN no longer has to be exactly nine digits to save their profile. Admin

  26. v2.7.0

    Needs Reply clears when you answer

    Needs Reply clears itself when you answer a customer on any channel, and reports include every booked move.

    • ImprovedInbox

      Needs Reply clears when you answer

      Answering a customer by email, call or text now clears Needs Reply on all of their moves. If you replied outside MovePlnr, turn on Mark as replied when you add a note.

    3 smaller changes
    • Assigning a free truck saves. A move now saves when you assign it to an available truck with no conflicts. Dispatch

    • Reports include every booked move. Sales reports now include every move booked on a given day. Sales Performance also lets you choose which date to report by. Reports

    • Customer pages start at the top. Public pages your customers open now show their content from the top of the screen. Sales

  27. v2.6.0

    Turn daily reports on or off

    Turn daily reports on or off from Company settings. Contract signing also works more reliably for customers.

    2 smaller changes
    • Daily reports switch in Company settings. Turn daily reports on or off for your company from Company settings. Reports

    • Contract signing completes. Customers can complete contract signing without errors. Sales

  28. v2.5.0

    Contract notification templates for every location

    Every location can now edit its contract notification templates, and customers can scroll public pages to sign their agreements.

    • ImprovedSales

      Contract notification templates per contract

      Contract notification emails now use templates set on each contract, so every location can edit them.

    2 smaller changes
    • Customers can scroll to sign. Customer-facing pages scroll properly, so customers can reach and sign their agreements. Sales

    • Rep names in the daily booking breakdown. The Sales Performance daily booking breakdown now shows which rep made each sale. Reports

  29. v2.4.0

    Cleaner reply recipients

    Replies leave out every company email address, and the pipeline cooldown setting has a clearer label.

    2 smaller changes
    • Company addresses left off replies. When you reply to a customer, MovePlnr removes all of your company's email addresses from the recipients, not just one. Inbox

    • Clearer pipeline cooldown setting. The pipeline cooldown setting has a clearer label, so it's harder to set up the wrong way. Sales

  30. v2.3.0

    Extra taxes for each location

    Add taxes at the location level that apply only to the charges you pick, such as supplies.

    • NewFinance

      Additional taxes per location

      Add extra taxes to a location in Invoice Settings and choose what each one applies to: work, additional services, supplies or all charges. Invoices list each tax on its own line.

  31. v2.1.0

    Daily Sales Reports and personal quick replies

    Daily Sales Reports collect each day's sales numbers in one place, and reps can save their own quick reply templates with custom placeholders. Crews get Finish Loading and Close Move steps in the truck chat.

    • NewReports

      Daily Sales Reports

      A new Daily Sales Report collects each day's sales numbers for your team. It replaces the older emails for closed opportunities, closed moves and reschedules.

    • NewInbox

      Personal quick replies with placeholders

      Save your own quick reply templates on your Profile, alongside the company ones, and fill them with custom placeholders.

    • NewCrew app

      Finish Loading and Close Move in the truck chat

      Crews mark a truck loaded with a photo that goes to the truck chat, the lead mover gets a Close Move button when the job ends, and the next move starts on its own.

    8 smaller changes
    • Recently Rescheduled widget. The Dispatch dashboard now lists moves that were recently rescheduled. Dispatch

    • Recently Cancelled widget. The Sales dashboard now lists moves that were recently cancelled. Sales

    • Movers on one truck show Same Team. Movers on the same truck now show as Same Team instead of Booked. Dispatch

    • Dispatch dashboard updates live. Changes now appear on the Dispatch dashboard as they happen. Dispatch

    • Client names in the email window. The email window shows each client's name next to their email address. Inbox

    • Reply from the CRM. Replying to customers from the CRM works without errors. Inbox

    • Review requests send when a move closes. Closing a move now triggers its review request email. Marketing

    • Estimate templates fill every field. Price estimate templates no longer show undefined fields, and a reopened lead keeps its pickup address. Sales

  32. v2.0.0

    Booked badge for busy movers

    The crew picker marks movers already booked on another job, and PTO is now called Off Duty. Editing a pending move keeps its crew.

    • NewDispatch

      Booked badge and Off Duty label

      Movers already assigned to another job show a Booked badge in the assign window and drop to the bottom of the list. PTO is now called Off Duty everywhere.

    5 smaller changes
    • Editing a pending move keeps its crew. Changing a pending move no longer clears the crew assigned to it. Dispatch

    • Your selected truck shows first. When booking, the assigned truck now sits at the top of the list so you can see it without scrolling. Sales

    • PDF documents open for signing. Customers can open and sign PDF documents without errors. Sales

    • Urgent follow-ups stay current. Old follow-ups where the customer already replied move from Urgent to Open. Sales

    • Sidebar names display in full. Sidebar and menu items show their full names with icons lined up, and you get the latest version of the app after an update without clearing your browser cache. Everywhere

  33. v1.376.0

    Confirm before double-booking a mover

    Assigning a mover who is already booked now asks you to confirm. Pipeline counts, pending replies and email threads are accurate, and the Payments page puts the remaining balance in bold.

    6 smaller changes
    • Confirm before double-booking a mover. Saving a mover who is already on another truck now shows a warning, and you click Assign Anyway to go ahead. Dispatch

    • My Pipeline count matches New Business. The My Pipeline count on the Sales dashboard now matches the New Business page for every location. Sales

    • Accurate pending replies and email threads. Pending replies show only what's waiting on you, email threads include only the right contact, and follow-up emails can be set for any time of day. Inbox

    • Pick a truck from Unassigned Jobs. The Assign Truck button on Unassigned Jobs now lets you choose the truck right there. Dispatch

    • Payments highlight the remaining balance. The Payments page now shows the remaining balance in bold instead of the total. Finance

    • Admin tables fit on phones. Admin grids and tables now fit smaller screens. Admin

  34. v1.375.0

    More than one email address per customer

    Customers can now have several email addresses, with one set as the default.

    • NewSales

      Several email addresses per customer

      Add more than one email address to a customer and choose which one is the default.

  35. v1.374.0

    More reliable call transfer tracking

    MovePlnr detects transferred calls more reliably and keeps their recordings ready to play.

    1 smaller change
    • More reliable call transfer tracking. MovePlnr now detects transferred calls more reliably and keeps their recordings ready to play back. Inbox

  36. v1.373.0

    Default phone numbers and an Inbox phone filter

    Star a customer's default phone number and filter the Inbox by one of their numbers.

    1 smaller change
    • Pick a default phone number. Mark a customer's default phone number with a star, and filter the Inbox by one of their numbers. Sales

  37. v1.371.0

    More than one phone number per customer

    Customers can now have several phone numbers, with the extra numbers one click away.

    • NewSales

      Several phone numbers per customer

      Add more than one phone number to a customer in the Edit Customer window. Extra numbers show in a popover next to the main one.

  38. v1.370.0

    Invoice terms for each customer

    Set invoice terms for an individual customer from the Edit Customer window.

    • NewFinance

      Set invoice terms per customer

      Override your default invoice terms for a single customer from Customer Settings in the Edit Customer window.

  39. v1.369.0

    Booking keeps your chosen truck and date

    Bookings keep the truck and date you choose, and every booked move shows on the schedule and in Unassigned Jobs.

    2 smaller changes
    • Booking keeps your truck and date. The truck you select while booking is now assigned to the move, and a new booking date stays selected. Sales

    • Assign Truck and the schedule respond. The Assign Truck button in Unassigned Jobs responds when you click it, and the dispatch calendar shows every assigned job and truck for the day. Dispatch

  40. v1.368.0

    International phone numbers on customer records

    Customer records now accept international and non-standard phone numbers, and estimates no longer ask you to save the pickup address twice.

    2 smaller changes
    • Customer records accept international numbers. You can now save customers with phone numbers from outside Canada and the US, so every lead gets tracked. Sales

    • No need to save the pickup address twice. Estimates now use the pickup address you entered without asking you to save it a second time. Times on the Opportunity page also display correctly. Sales

  41. v1.367.0

    Filter Inbox calls by direction

    The Inbox can filter calls by inbound or outbound, and the CRM view shows schedules in the right time zone.

    2 smaller changes
    • Filter calls by direction. Filter calls in the Inbox by inbound or outbound. Inbox

    • CRM view shows the right schedule times. The CRM view now shows schedule times in your location's time zone. Sales

  42. v1.366.0

    Sales Performance gets date ranges and rep details

    The Sales Performance report adds date range pickers, clickable days and a detail sheet for each rep. Today's Operations now tracks each truck's day as it happens, and Dispatch flags double-booked and off-duty movers.

    • NewReports

      Sales Performance date ranges and rep details

      The Sales Performance report now has date range pickers, clickable day circles that open that day's bookings, and a detail sheet for each sales rep. The opportunities count is also corrected.

    • ImprovedDispatch

      Today's Operations tracks each truck's day

      Today's Operations adds an actuals lane that follows each truck's travel, on-site work and time between jobs as it happens. Advancing a move to its next stage now asks you to confirm, and the truck chat stays in step with the dashboard.

    5 smaller changes
    • Dispatch flags double-booked movers. Movers assigned to more than one truck now show a Double Booked badge, and movers on time off show an Out of Office badge, in every assignment view. Dispatch

    • Arrival times in each location's time zone. Booking arrival times now show in each location's own time zone. Dispatch

    • Closing a move sends its invoice. With Send Invoice turned on, closing a move now emails the invoice to the customer. Finance

    • Email replies and claims behave as expected. Replies to customers no longer copy your own address, claiming an email leaves everyone's read status alone, and you can mark an email as not needing a reply. Inbox

    • Enter just a city for the drop-off. You can now enter only a city for the drop-off address when the customer doesn't know the full address yet. Sales

  43. v1.365.0

    Commission splits and dispatch dates corrected

    Commission splits accept a single recipient at 100 percent, and jobs show on the right date in the Dispatch view.

    5 smaller changes
    • Jobs show on the right date in Dispatch. Jobs now appear on their correct date in the Dispatch view, whatever your location's time zone. Dispatch

    • Simpler commission recipient changes. You can give one person 100 percent of a commission, and change the move owner before changing the commission recipient. Finance

    • Booked moves keep their pickup location. A booked move now keeps its pickup location, so its contract shows it correctly. Sales

    • Maximum hours leave minimum hours alone. Entering 10 or more maximum hours on an estimate leaves the minimum hours as you set them. Sales

    • Plain messages when a quick text fails. If a quick response text can't send, you now see a plain message instead of an error code. Inbox

  44. v1.364.0

    A Today button on every calendar

    Every calendar and date navigator gets a Today button. Call filters, recording downloads and speaker labels in call transcripts are more dependable.

    3 smaller changes
    • Today button on every calendar. Every calendar and period navigator now has a Today button that jumps back to the current date. Everywhere

    • Call filters and recordings work reliably. The Inbox call filter now works with focus mode on, and call recordings download reliably on busy days. Inbox

    • Clearer speaker labels in call transcripts. Call transcripts now label which speaker is your rep more accurately. Inbox

  45. v1.363.0

    Voicemails and missed calls in the Inbox

    Voicemails and missed calls now show up in the Inbox and the communications feed, and transferred calls show which rep picked up. Texts sent to any of your phone extensions now reach MovePlnr.

    • NewInbox

      Voicemails and missed calls in the Inbox

      Voicemails and missed calls now appear in the Inbox and in each customer's communications feed, so your team sees every call it missed. The feed and Inbox also get a tidier layout.

    8 smaller changes
    • See who took a transferred call. Calls transferred from your main line to a rep now show which rep took them. Inbox

    • Texts from every extension reach MovePlnr. Text messages sent to any of your phone extensions now sync into MovePlnr, not only those on the main line. Inbox

    • Needs Reply counts texts and emails. The Needs Reply filter and count now include both text messages and emails that are waiting on you. Inbox

    • Price estimates send from your Gmail. When your Gmail account is connected, price estimate emails now go out from it instead of a generic address. Sales

    • Contract emails include the pickup address. The contract email preview now shows the pickup address before you send it to the customer. Sales

    • Move dates match on every dashboard. A booked move now shows the same date on the sales and operations dashboards. Long text in notes sections wraps instead of running off the page. Sales

    • Supervisors see their own moves to close. Supervisors now see only the moves they lead or crew in their list of moves to close. Dispatch

    • Pre-tax amounts for card payments. The payment window now breaks down card payment rates before tax. Finance

  46. v1.362.0

    Truck recommendations follow the Is Flexible switch

    Truck recommendations now respond to the Is Flexible switch, and the job assignments calendar stops flickering when you click the selected date.

    2 smaller changes
    • Is Flexible changes the recommended trucks. Turning on Is Flexible for a move now updates the trucks MovePlnr recommends for it. Sales

    • Job assignments calendar keeps its highlight. Clicking the date that is already selected on the job assignments calendar no longer makes the highlight flicker. Dispatch

  47. v1.361.0

    Inbox reply and recording fixes

    Reply addresses the customer and call recordings get transcripts. Notes and pickup addresses stay as you left them.

    4 smaller changes
    • Reply goes to the customer. The Reply button fills in the customer's email address instead of yours. Inbox

    • Call recordings get transcripts and summaries. Call recordings load reliably, so each call gets its transcript and summary. Inbox

    • Crew shortage shows the right number. The crew shortage sign on job assignments shows how many movers are actually missing. Dispatch

    • Notes and pickup addresses stay as you left them. Cleared office and operator notes stay cleared after a reload, and the pickup address stays when you change the truck. Sales

  48. v1.358.0

    Expired follow-ups unclaim right away

    When a follow-up expires, the lead goes back to the pool on time.

    1 smaller change
    • Leads return to the pool on time. When a follow-up expires, the lead is unclaimed right away and goes back to the pool. Sales

  49. v1.354.0

    Mover conflict warnings and custom follow-ups

    Dispatch flags movers booked on two trucks at once, and you can set a custom follow-up when sending an email.

    • ImprovedDispatch

      Conflict warning for movers on two trucks

      Dispatch flags a mover who is scheduled on more than one truck at the same time.

    7 smaller changes
    • Custom follow-up when sending an email. When you send an email, schedule a follow-up for the time you choose. Sales

    • Re-send Confirmation for agreements. The action menu has a Re-send Confirmation option for sending an updated agreement again. Sales

    • Collapse truck groups one at a time. Each truck group collapses and expands on its own. Dispatch

    • Status and filters on the By Sales Rep report. The By Sales Rep report shows each move's status and filters by status and date. Reports

    • Office Notes at the top of the opportunity. Office Notes sit at the top of the Opportunity page, where you need them while booking or estimating. Sales

    • Read emails stay read. Emails you have opened stay marked as read when you leave the Inbox and come back. Inbox

    • Admins skip the mover location question. Admin users are no longer asked the location question meant for movers. Everywhere

  50. v1.353.0

    Clickable emails and phone numbers

    Emails and phone numbers across the back office open the Inbox, the dialer or a text. Time-off approvals and pickup addresses behave as expected.

    • ImprovedEverywhere

      Click any email or phone number to reach the customer

      Email addresses open in the Inbox, and phone numbers open the dialer or a new text, across the back office.

    7 smaller changes
    • Office roles can open the Operator Overview. Office roles can open the Operator Overview to send jobs to movers. Dispatch

    • Approve and add time off for movers. Office staff can approve time-off requests and add time off for a mover, with a confirmation when it saves. HR

    • Social Insurance Numbers accepted with or without hyphens. Team member forms accept Social Insurance Numbers with or without hyphens. HR

    • Pickup addresses stay put. Pickup addresses no longer disappear when you switch trucks or update a move, and Google address autocomplete fills in the fields. Sales

    • Unit and move numbers in view. Addresses show the unit number without opening edit mode, and open opportunities show their move number. Sales

    • The Reply button and customer emails are back. Email conversations show the Reply button, and emails open from a customer's file. Inbox

    • Book with no truck and two movers. Choosing the no truck option with two movers saves without an error message. Sales

  51. v1.352.0

    Operators page opens for office users

    Office users can open the operators page to check jobs.

    1 smaller change
    • The operators page opens for office users. Office users can open the operators page to check jobs without an access error. Dispatch

  52. v1.351.0

    Send Pricing templates load

    Templates in Send Pricing show their content.

    1 smaller change
    • Send Pricing templates load. Templates in Send Pricing show their content instead of appearing blank. Sales

  53. v1.350.0

    Bookings land on the right day

    Calendars and the job assignments grid show each booking on the day it was booked.

    1 smaller change
    • Bookings land on the right day. Calendars keep each day separate, the job assignments grid shows the booked date, and bookings no longer appear a day late. Dispatch

  54. v1.349.0

    Approved time off now blocks scheduling

    Movers on approved time off can't be scheduled. A large round of fixes covers move dates, emails, texts and customer records.

    • FixedDispatch

      Movers on approved time off can't be scheduled

      Dispatch keeps movers with approved time off off the schedule and shows that they are unavailable.

    10 smaller changes
    • Booked moves show on the right date. Booked moves appear on their actual date in customer details, the sales calendar and the schedule chart. Sales

    • Open Pipeline details from moves and customer profiles. Pipeline details open from the move page and from a customer's profile. Sales

    • Follow-up texts and quick replies send. Follow-up messages and SMS quick replies go out through RingCentral, and the Needs Reply count updates after you send. Inbox

    • Emails stay with their move. Emails on booked moves count toward Needs Reply, stay visible after a move is closed or cancelled, and are marked read when you open them. Inbox

    • Clearer estimate sending. If an estimate fails to send, you see why, and estimate emails keep their formatting. Sales

    • Change the date on a booked move. Booked moves have a calendar field for changing the move date. Sales

    • Long notes wrap and keep line breaks. Office and move notes wrap onto new lines and keep their line breaks. Sales

    • Assign a truck from the dispatch page. You can assign a truck to a job from the dispatch page. Dispatch

    • Creating customers works as expected. Creating a customer with a move saves without an error, phone numbers are checked as you type them, and Pre-populate Pickup Address starts off for new customers. Sales

    • Move values include operation fees. Estimated move values include additional operation fees. Sales

  55. v1.348.0

    Send Pricing from the estimate step

    Send pricing from the New Business estimate step, add notes to invoice lines, and reach customers from their profile.

    • NewSales

      Send Pricing from the estimate step

      Send pricing to a customer straight from the estimate step of a New Business lead.

    4 smaller changes
    • Notes on invoice line items. Add a note to any invoice line item to explain an extra charge. Finance

    • Copy a phone number or email a customer from their profile. Customer profiles have buttons to copy the phone number and to send an email. Sales

    • The truck schedule shows its time scale when booking. The truck schedule shown while booking a move has its time scale and combined bars back. Sales

    • Move and customer page actions go where you expect. Pipeline Details on the move page opens the pipeline, and cancelling a move from a customer's page no longer jumps to the Dispatch dashboard. Sales

  56. v1.347.0

    Remove discounts at close

    Remove a discount while closing a move, and call, text and Gmail syncing paces itself when providers are busy.

    5 smaller changes
    • Remove a discount when closing a move. The invoice edit sheet at close has a Remove Discount button. Finance

    • Steadier call, text and Gmail sync. Call, text and Gmail syncing paces itself when the providers are busy, so fewer messages are missed. Inbox

    • Email replies send and threads show. Replying to an email works, and the full email chain shows in the conversation. Inbox

    • Booking and estimate preview fixes. Booking a move no longer stops on a missing confirmation template, and the estimate PDF preview loads without an error. Sales

    • Start Day and Finish Day work on the Dispatch dashboard. The Start Day and Finish Day actions on the Dispatch dashboard go through. Dispatch

  57. v1.346.0

    View Contract links open the signing page

    The View Contract placeholder in emails links to the contract signing page.

    1 smaller change
    • View Contract links open the signing page. The View Contract placeholder in emails links to the page where customers sign. Sales

  58. v1.345.0

    Inventory placeholder in more templates

    The Inventory placeholder works in location, estimate and notification template editors, and imported Estimate Declined notifications save.

    2 smaller changes
    • The Inventory placeholder in more templates. Use the Inventory placeholder in location, estimate and notification template editors. Sales

    • Imported Estimate Declined notifications save. Importing an Estimate Declined notification saves without an error. Sales

  59. v1.344.0

    Contract editor defaults and placeholder fixes

    New contracts start with a default title and instructions, and booking fees and billable hours carry into closing.

    5 smaller changes
    • The contract editor fills in a title and instructions. New contracts start with a default title and instructions for the customer, and the editor checks required fields before you send. Sales

    • Booking fees and billable hours carry into closing. Booking fees and billable hours from the estimate carry over to the close move screen. Finance

    • Placeholders fill in on contract notifications. Contract notification templates show every placeholder, and emails list every additional service, including the third and beyond. Sales

    • Copy several estimate templates between locations. The template copy wizard handles more than one estimate template when copying between locations. Admin

    • The crew dashboard scrolls to the bottom on phones. Movers can scroll to the bottom of the operator dashboard on their phones. Crew app

  60. v1.343.0

    Import notifications between templates

    Copy notifications from one contract or estimate template into another, and customers give a last name when accepting.

    • NewSales

      Import notifications between templates

      Import the notifications set up on one contract or estimate template into another instead of building them again.

    2 smaller changes
    • Customers give a last name when accepting. Accepting an estimate asks for the customer's last name when it is missing, so the contract carries the full name. Sales

    • Additional services list on separate lines. Each additional service appears on its own line in customer emails. Sales

  61. v1.342.0

    Snippet subjects and a growing text box

    Quick Reply Snippets can carry an email subject, and the text compose box grows as you type.

    4 smaller changes
    • Snippets can carry an email subject. Quick Reply Snippets can include an email subject that fills in when you use the snippet in an email. Inbox

    • The text box grows as you type. The SMS compose box expands as your message gets longer. Inbox

    • Find customers across all locations. Customer search when creating an opportunity looks across all your locations. Sales

    • Signature Out is now Need Signature. The Signature Out move status reads Need Signature. Sales

  62. v1.341.0

    Quick Reply Snippets and a better decline page

    Save common replies as snippets, and customers who decline an estimate can tell you why.

    • NewInbox

      Quick Reply Snippets

      Save the replies you send most as snippets and drop them into texts and emails from the communications feed.

    • ImprovedSales

      A better estimate decline page

      Customers who decline an estimate can give a reason and find your contact links, and the estimate owner is notified.

    3 smaller changes
    • Leads close as lost when follow-ups run out. When a pipeline sequence ends without repeating, the opportunity closes as lost on its own. Sales

    • Pipeline timers explain themselves. Hover a pipeline expiry timer to see how it counts down. Sales

    • Google Maps directions handle every address. Google Maps directions open correctly for stops whose addresses include special characters. Dispatch

  63. v1.340.0

    Estimate PDFs show the full picture

    Estimate PDFs include the drop-off address and the right tax rate, and customers can scroll review and contract pages on phones.

    • FixedSales

      Estimate PDFs show the drop-off address and the right tax

      Estimate PDFs include the drop-off address, use the tax rate from your invoice settings, match the inventory on the move page, and have tidier formatting.

    3 smaller changes
    • Review and contract pages scroll on phones. Customers can scroll review pages on their phones, and the contract signature page scrolls after they accept an estimate. Sales

    • No arrival window for the first move of the day. When a move is the first of the day, flexible scheduling gives it a set start time instead of an arrival window. Dispatch

    • Save for Later is now Save. The Save for Later button on opportunities is labeled Save. Sales

  64. v1.339.0

    Travel times from the right yard

    Travel time calculations start from the truck's own yard.

    1 smaller change
    • Travel times start from the truck's yard. Travel time calculations use the address of the truck's own yard, so recalculating no longer fails or mixes up yards. Dispatch

  65. v1.337.0

    Newest unclaimed leads first

    Unclaimed leads sort newest first, and signature requests work for customers with only an email on file.

    2 smaller changes
    • Unclaimed leads sort newest first. Unclaimed leads are ordered by how new the lead is rather than by when it became unclaimed. Sales

    • Signature requests work with email-only contact details. Requesting a contract signature goes through when the customer's contract details include only an email address. Sales

  66. v1.336.0

    Request signatures from pending moves

    A new move action sends the contract for signature from the Pending state.

    1 smaller change
    • Request a contract signature from a pending move. A new move action sends the contract for signature when the move is in Pending. Sales

  67. v1.335.0

    Reclaim expired opportunities

    Opportunities whose claim expired can be claimed again.

    1 smaller change
    • Expired opportunities can be claimed again. Opportunities whose claim expired can be claimed again, and the urgent list on New Business sorts more cleanly. Sales

  68. v1.334.0

    Unworked bookings return to the pool

    Bookings that aren't followed up in time go back to the lead pool, and Job Assignments groups trucks by priority.

    • ImprovedSales

      Unworked bookings return to the pool

      A booking that is not followed up in time goes back to the lead pool on a timer, so another rep can pick it up.

    4 smaller changes
    • Trucks grouped on Job Assignments. The Dispatch Job Assignments page groups trucks by priority. Dispatch

    • Booking times read correctly on templates. Templates show the booking time in the move's local time zone. Sales

    • Payroll links open the live payroll. Old payroll detail pages are gone, so every payroll link opens the current page with live data. Finance

    • Estimates refresh cleanly after a location change. After you change the location, the estimate builder no longer flashes outdated numbers before the new estimate loads. Sales

  69. v1.333.0

    Estimate builder fixes for sales users

    Sales-only users build estimates without permission errors, and fixed cost ranges show the right numbers.

    1 smaller change
    • Estimate builder fixes for sales users and cost ranges. Sales-only users build estimates without permission errors, and fixed cost ranges display the right numbers and keep the price you set. Sales

  70. v1.332.0

    Overdue by location and clearer crew shortage

    The Overdue view shows each customer's location and the Assignments page labels its crew shortage window. You can save an opportunity before picking a rate.

    4 smaller changes
    • A Location column on Overdue. The Overdue payments table shows each customer's location. Finance

    • A clear crew shortage label. The Assignments page labels its crew shortage count as covering the next 3 days. Dispatch

    • Save opportunities early and book without a contract. Save keeps an opportunity before a rate is picked, and contractless bookings no longer ask for Accept Estimate. Sales

    • Truck locations select in one click. Choosing a truck's location in admin takes a single click. Admin

  71. v1.331.0

    Financing for deposits

    Klarna and Affirm are available for deposits, with the monthly estimate and financing fee shown at every payment step.

    • NewFinance

      Financing for deposits, with costs shown up front

      Klarna and Affirm are available when you take a deposit from sales or dispatch. Every payment screen shows the estimated monthly cost and the fee disclosure, and the 10% financing fee appears on its own line on the invoice PDF.

    2 smaller changes
    • New leads show as claimed from the start. Leads created as claimed show as claimed on their lifecycle timeline from the moment they were created. Reports

    • Saving estimates and scrolling services. Saving a booking estimate no longer shows a false error, and sales users can scroll the additional services list. Sales

  72. v1.330.0

    Booking, estimate and review flow fixes

    Bookings recognize contracts, fixed rates display correctly, and five-star reviewers reach the right location's review page.

    4 smaller changes
    • Bookings recognize the contract. Booking a move recognizes its contract, and contractless estimates no longer show an Accept Estimate button. Sales

    • Fixed rates display as fixed, and the services list scrolls. Fixed rate options show as fixed prices instead of hourly, and the additional services dropdown scrolls to every service. Sales

    • Five-star reviews go to the right location. After a five-star rating, customers are sent to the review page of the location that handled their move. Marketing

    • Truck locations select correctly in admin. Choosing a location for a truck in admin selects the location you clicked. Admin

  73. v1.329.0

    A clearer dispatch timeline

    The dispatch timeline covers the full working day with hourly ticks and a track per move, and estimate notifications gain an Inventory placeholder.

    • ImprovedDispatch

      A clearer dispatch timeline

      The dispatch timeline runs from 7 a.m. to 10 p.m. with hourly ticks, gives each move its own track, and drops the hover scrollbar.

    4 smaller changes
    • An Inventory placeholder for estimate notifications. Add the move's inventory to estimate notification templates with the new Inventory placeholder. Sales

    • Contract signing pages scroll. Customers can scroll contract signing pages to the end again. Sales

    • Urgent reminder status shows in estimate settings. Estimate settings show whether the urgent reminder is on, even if you don't use contract signing. Sales

    • Templates save to the location you are editing. Templates save to the location you selected instead of a different one. Sales

  74. v1.328.0

    Quick Add Operator for dispatchers

    Dispatchers can add a temporary mover in a few fields, and the dispatch timeline groups idle trucks.

    • NewDispatch

      Quick Add Operator

      Dispatchers can add a temporary mover from the Operator Overview in a few fields, without a full team member setup.

    1 smaller change
    • Idle trucks fold into No Active Work. Trucks with nothing scheduled fold into a No Active Work group on the dispatch timeline, and the Dispatch dashboard drops its work in progress banner. Dispatch

  75. v1.327.0

    Richer pipeline communication cards

    Pipeline communication cards show follow-up badges, exact times, Inbox links and email previews.

    • ImprovedSales

      Richer pipeline communication cards

      Pipeline communication cards show follow-up badges, exact times on hover, links into the Inbox and a preview of HTML emails.

    3 smaller changes
    • Source of Sale totals follow your filters. Source of Sale totals match the filters you apply, and a new filter picks which date the report uses. Reports

    • Cleaner lead activity history. Claiming a lead you already own no longer adds a history entry, and the activity feed's pause button waits until your change saves. Sales

    • No stray space or double scrollbars. Pages no longer show extra white space or a second scrollbar at the bottom. Everywhere

  76. v1.325.0

    Sales users open every page

    Users with the Sales role open every page without a permission error.

    1 smaller change
    • Sales users open every page. Users with the Sales role open every page without a permission error. Everywhere

  77. v1.324.0

    Optional Accept and Decline in estimates

    Estimate templates only require the View Estimate widget.

    1 smaller change
    • Accept and Decline are optional in estimate templates. Estimate templates only require the View Estimate widget, so the Accept or Decline widget is optional. Sales

  78. v1.323.0

    Scrollable service list in Add Service

    The service dropdown in the Add Service dialog scrolls properly.

    1 smaller change
    • The Add Service list scrolls. The Select a service dropdown in the Add Service dialog scrolls on its own without moving the page behind it. Sales

  79. v1.322.0

    Fixed rate ranges and mover visibility

    Quote a flat fee as a range and choose how far ahead movers see job details. Settings save when you click save.

    • NewSales

      Quote a fixed rate range

      A fixed rate range pricing type lets you quote a flat fee as a range when the final price depends on the job.

    • NewCrew app

      Choose how far ahead movers see job details

      Set how many days before a move your movers can see its details.

    4 smaller changes
    • Settings save when you click save. Company settings, Time Tracking settings and the estimate Urgent Reminder keep your changes after you save. Company settings

    • Contractless templates show the right status. Estimate notifications show contractless templates as active instead of Inactive. Sales

    • Switch locations in one click. The location filter changes location on the first click. Everywhere

    • Reopen Move Date and Availability. The Move Date and Availability section opens again after you close it. Sales

  80. v1.321.0

    Split commissions in payroll

    Split and reassigned sales commissions show up in payroll, and pages always load fresh data.

    2 smaller changes
    • Split commissions appear in payroll. Sales commissions that were split or reassigned, including to users outside the sales role, are included in payroll. Finance

    • Pages always load fresh data. The app asks for fresh data every time, so your browser never shows a stale copy. Everywhere

  81. v1.320.0

    Travel times on every move

    Travel time shows a real value on the moves where it read zero.

    1 smaller change
    • Travel times on every move. Travel time shows a real value instead of zero on the moves where it was missing. Dispatch

  82. v1.319.0

    Accurate pipeline projections

    Flat-rate moves count correctly in pipeline projections, and Date Sold follows the move's status change.

    3 smaller changes
    • Flat-rate moves count correctly in projections. Pipeline projections use the flat rate for flat-rate moves instead of multiplying it by hours. Reports

    • Date Sold follows the move's status change. The sales report's Date Sold uses the date the move's status changed, not the date the customer was first converted. Reports

    • Recalculated travel times stick. Recalculating travel time on Dispatch keeps the new times instead of falling back to zero. Dispatch

  83. v1.318.0

    Weekly booking calendar for sales reps

    Sales Details gets a weekly booking calendar and phones get bottom navigation. Sign-in, payment history and page layout fixes round it out.

    • NewSales

      Weekly booking calendar on Sales Details

      Sales Details shows a weekly booking calendar, so reps can track the week's bookings and work out weekly bonuses.

    7 smaller changes
    • Bottom navigation on phones. On phones, a bottom navigation bar with refresh and back buttons makes it easier to move around the app. Everywhere

    • Sales users and partners land on the right page. Sales users reach their own dashboard after signing in, and partners with new credentials go to the partner dashboard. Everywhere

    • Payment history stays accurate. Edits made through Edit Close are saved to the payment history, and revoked payments stay revoked when you add a new payment. Finance

    • Reply markers show only when a customer is waiting. Customer Replied and Pending Replies markers appear only when a real reply is waiting. Inbox

    • Pages fit the screen. The Dispatch dashboard no longer scrolls sideways, and tables stay inside the screen on phones. Everywhere

    • Contract signature emails open the contract. The View Contract link in contract signature emails opens the contract. Sales

    • Team member changes save. Changes to a team member's profile save as expected. Admin

  84. v1.315.0

    Pipeline lifecycle tracking

    See how long leads spend in each pipeline state, and send API leads straight to a location.

    • NewReports

      Pipeline lifecycle tracking

      See how long each lead spends in every pipeline state, follow a single lead's timeline, and review a company-wide report with sales stats and the leads that waited too long.

    2 smaller changes
    • Send API leads to a specific location. Leads sent through the public API can include a location ID to land in that location. Copy each location's ID from the Locations table in admin. Marketing

    • Re-link a text conversation to a customer. In the Inbox, edit a text conversation to re-sync which customer it belongs to. Inbox

  85. v1.314.0

    Web leads from returning customers

    Leads from your website forms come through when the phone number already belongs to a customer.

    1 smaller change
    • Web leads from returning customers come through. Leads sent from your website forms attach to the customer already on file for that phone number instead of failing. Marketing

  86. v1.313.0

    Fewer duplicate customers

    Phone numbers are matched in a standard format, so the same customer is no longer created twice.

    1 smaller change
    • Fewer duplicate customers. Phone numbers are put in a standard format before MovePlnr looks for a match, so the same phone and email no longer create a second customer. Sales

  87. v1.312.0

    Google Maps links for each travel leg

    Travel time between stops shows the real drive time, with Google Maps directions for each leg.

    • FixedDispatch

      Real travel times with Google Maps links

      Travel time between locations shows the actual drive time instead of zero, and each leg links to Google Maps directions.

  88. v1.311.0

    A new date range picker

    A date range picker replaces the old calendar, and the Team members table gains employment columns.

    4 smaller changes
    • A new date range picker. A custom date range picker replaces the old calendar, so the monthly view and day selection work as expected. Everywhere

    • Employment Type and Capacity on the Team members table. The Team members table shows each person's employment type and work capacity. Admin

    • Location filters start at All Locations. Pages that offer an All Locations option open on all locations instead of the last one you picked. Everywhere

    • Movers can cancel pending time-off requests. Cancelling a pending time-off request goes through without an error. Crew app

  89. v1.310.0

    Every assigned mover sees moves to close

    All movers on a job see it in their moves to close, and movers sign in to the right location.

    1 smaller change
    • Every assigned mover sees their moves to close. Moves to close show for every mover assigned to the job, including those who are not the lead. Movers who work outside the default location sign in to the right one. Crew app

  90. v1.308.0

    Closed moves leave crew warnings

    The truck calendar stops warning about missing crew on moves that are already closed.

    1 smaller change
    • Closed moves drop out of crew warnings. The truck calendar no longer warns about missing crew on moves that are already closed. Dispatch

  91. v1.306.0

    Lead movers close moves awaiting signature

    Lead movers can see and close their moves that are still waiting for a customer signature.

    1 smaller change
    • Lead movers can close moves waiting for a signature. Lead movers see and close their moves that are still waiting for the customer's signature. Crew app

  92. v1.305.0

    Operator supervisors can close moves

    Users with the operator supervisor role can close moves and view past bookings.

    1 smaller change
    • Operator supervisors can close moves. Users with the operator supervisor role can close moves and view past bookings. Dispatch

  93. v1.304.0

    Accurate crew shortage counts

    Crew shortage alerts count the movers each job still needs, and the number matches everywhere.

    1 smaller change
    • Crew shortage counts the movers still needed. Crew shortage alerts count the movers still missing on each job, and the number matches across the sidebar, location alerts and truck warnings. Dispatch

  94. v1.303.0

    Simpler pipeline follow-up sequences

    Pipeline follow-ups run as one sequence of steps with a cooldown between each.

    • NewSales

      Simpler pipeline follow-up sequences

      Pipeline follow-ups run as one flat sequence of steps with a cooldown between each, replacing the day, block and step setup. Change it in your pipeline settings.

  95. v1.301.0

    Inbox focus mode and Sales Performance filters

    Inbox focus mode shows the conversations your role handles, and Sales Performance gains status filters and a totals row.

    • NewInbox

      Focus mode in the Inbox

      Inbox focus mode shows the conversations your role handles, and badges and activity dots match what you see.

    • ImprovedReports

      Status filters and totals on Sales Performance

      Filter Sales Performance by several statuses at once, see a totals row, and sort by move date by default.

    3 smaller changes
    • Crew shortage counts across locations. The sidebar crew shortage count covers every location, and the Assignments page breaks shortages down by location. Dispatch

    • Your location choice carries across pages. The location you pick stays selected as you move between pages. Everywhere

    • Admin pages with locations and rates load. Admin pages that show a location or rate open without an error. Admin

  96. v1.300.0

    Search and filter truck chats

    Truck Chats gets search and filters, truck groups show their locations, and the Dispatch dashboard focuses on crew gaps.

    • ImprovedDispatch

      Search and filter Truck Chats

      Truck Chats has a search bar and filters for mover, customer and date, and opens on yesterday through tomorrow.

    5 smaller changes
    • Truck groups show locations and can open expanded. Truck groups show location badges, the truck picker filters by location, and a group can open expanded on calendar and sales views. Dispatch

    • A focused Dispatch dashboard. The Dispatch dashboard drops its revenue and crew numbers, and the sidebar shows a badge when jobs are missing crew. Dispatch

    • Buttons use the orange theme. Default buttons across the app are orange instead of blue. Everywhere

    • Text templates fill in their placeholders. Placeholders in SMS templates are replaced with real details before the message goes out. Inbox

    • Truck group names update right away. After you edit a truck, its group name updates without reloading the page. Admin

  97. v1.299.0

    RingCentral reconnects and Dispatch by location

    Resubscribe RingCentral live updates in one click and switch the Dispatch dashboard by location. Estimates show the deposit and the right booking details.

    • ImprovedCompany settings

      Resubscribe RingCentral live updates in one click

      RingCentral settings have a Resubscribe button, and MovePlnr repairs a lapsed subscription for live call and text updates on its own.

    8 smaller changes
    • A location selector on the Dispatch dashboard. Companies with several locations can switch the Dispatch dashboard between locations. Dispatch

    • Pending replies clear when you call or text back. Calling or texting a customer back clears their pending reply, and you can resolve it from any of their moves. Inbox

    • Employment type and work capacity are separate. Team member profiles split employment type from work capacity, so you set each one on its own. Admin

    • A clearer deposit amount picker. The deposit window has its own dropdown for choosing the amount type. Finance

    • Deposits and booking details show on estimates. Estimates and estimate PDFs show the deposit along with the right booking time and services. Sales

    • Flexible scheduling sets the right arrival window. The latest arrival time in flexible scheduling is based on the move's maximum hours plus a buffer. Dispatch

    • The time zone note uses your company's default. The time zone footnote shows your company's default location instead of the location you happen to be viewing. Everywhere

    • The next-activity prompt moves on after you submit. Submitting the next-activity prompt takes you to the next step instead of closing it. Sales

  98. v1.296.0

    See customer replies on New Business

    New Business flags sent estimates and customer replies, and email compose asks you to connect Gmail first.

    • NewSales

      Estimate Sent and Customer Replied flags on New Business

      The follow-up Status column shows Estimate Sent and Customer Replied badges, and a lead lights up as urgent the moment the customer replies.

    5 smaller changes
    • Connect Gmail before composing email. Email compose asks you to connect your Gmail account before you start writing. Inbox

    • Late call recordings still arrive. MovePlnr keeps checking for call recordings that RingCentral delivers late, so each call gets its recording. Inbox

    • Call and text times read correctly on the timeline. Calls and texts from RingCentral show the right dates on the communications timeline. Inbox

    • Estimate PDF paragraphs show the right values. Placeholders in the opening and closing paragraphs of estimate PDFs fill in with the move's actual details. Sales

    • Location details reset when the address changes. Changing the address on a location form clears the location type and access type, so details from the old address don't carry over. Sales

  99. v1.295.0

    A next step for every lead

    New Business prompts you for the next activity after each one you log, and claimed leads stand out as urgent.

    • ImprovedSales

      A next-activity prompt on the communications timeline

      After you log an activity on a New Business lead, the communications timeline prompts you to plan the next one.

    2 smaller changes
    • Calmer timers and urgent claimed leads. New Business timers are toned down, and leads you have claimed show as urgent so they get worked first. Sales

    • Logging activities and claiming leads behave as expected. Log activity picks the right defaults, the compose email form resets after sending, and claiming a lead opens its New Business page. Sales

  100. v1.293.0

    Card payments at close and customer financing

    Take card payments and payment links when closing a move, and offer Klarna and Affirm financing. Calls and texts from RingCentral arrive in real time, with recordings transcribed.

    • NewFinance

      Add a convenience fee to card payments

      Charge a convenience fee on card payments, for cards entered in the office and for payment links alike.

    • NewInbox

      Calls and texts arrive in real time from RingCentral

      Calls and text messages from RingCentral appear in MovePlnr as they happen, and an hourly sync catches anything missed.

    • NewInbox

      Call recordings are downloaded and transcribed

      After calls sync, MovePlnr downloads each recording and transcribes it, so you can read a call instead of listening to it.

    • NewDispatch

      Truck day stages on Dispatch

      Follow each truck's day through stages, see markers on the dispatch timeline, advance a job's phase from the Dispatch dashboard, and plan moves with several drop-offs.

    • ImprovedSales

      A redesigned New Business detail page

      The New Business detail page has a two-column layout with an expiry timer, notes and quick actions in view.

    1 smaller change
    • Truck selection respects the truck limit. Picking trucks while editing an opportunity no longer fails silently when you reach the truck limit. Sales

  101. v1.286.0

    Timeline arrival windows and employment types

    The day timeline shows hourly gridlines and arrival windows, and team members get a full time or part time setting.

    3 smaller changes
    • Hourly gridlines and arrival windows on the timeline. The day timeline shows hourly gridlines and each move's arrival window on its plan row. Dispatch

    • Set full time or part time for each team member. Team member profiles have a dropdown for employment type, such as full time or part time. Admin

    • Clearer Dispatch dashboard widgets. The Moves to Close widget says today for moves due today, and the overdue invoices widget links to all payments. Dispatch

  102. v1.285.0

    Mark leads lost or invalid

    Mark opportunities lost or leads invalid, set custom follow-ups, and recalculate travel time from the truck card.

    • NewSales

      Mark leads lost or invalid, and set custom follow-ups

      Mark an opportunity as lost, flag an unclaimed New Business lead as invalid, and schedule a follow-up for the time you choose.

    4 smaller changes
    • Recalculate travel time from the truck card. A button on Dispatch truck cards recalculates travel times when they are missing or out of date. Dispatch

    • Contracts open with the customer's name and date filled in. The contract PDF a customer signs arrives with their name and the date already filled in. Sales

    • Estimate and email templates fill in their placeholders. Arrival time windows read correctly in email templates, the View Estimate widget can be configured, and contract placeholders fill in on estimate templates. Sales

    • The Sales dashboard opens for sales roles. Users with sales roles open the Sales dashboard without a permission error. Sales

  103. v1.282.0

    Truck groups and smarter contracts

    Organize trucks into groups across the app, and build contracts with placeholders, annotations and initials.

    • NewAdmin

      Group your trucks

      Create truck groups in admin and see trucks organized by group on sales, dispatch and admin screens.

    • NewSales

      Contracts with placeholders, annotations and initials

      Contract templates fill in move details through placeholders, carry annotations you place on the page, and ask the customer for initials where you need them.

  104. v1.281.0

    Day timeline on the Sales dashboard

    The Day view of the Sales dashboard calendar shows each truck's moves on a timeline.

    • NewSales

      A day timeline on the Sales dashboard calendar

      Day view shows each truck's moves as bars across the day, puts overlapping moves on separate lanes, and tucks idle trucks into their own group.

  105. v1.280.0

    Week and Day calendar views

    The Sales dashboard calendar switches between week and day, and changing a booking location keeps the right local time.

    2 smaller changes
    • Week and Day views on the Sales dashboard calendar. Switch the Sales dashboard calendar between the whole week and a single day. Your choice is remembered. Sales

    • Changing the booking location keeps the right local time. Moving an opportunity to a location in another time zone keeps the date and sets the start time in that location's time zone. Sales

  106. v1.279.0

    Upload signed contracts

    Mark an uploaded file as the signed contract, and schedule a follow-up as you send an estimate. Estimate emails gain a View Estimate button.

    • NewSales

      Upload a contract signed on paper

      When a move is waiting for a signature, upload the signed file and mark it as the signed contract. The move goes to Pending and the contract history records the upload.

    3 smaller changes
    • A View Estimate button in estimate emails. Estimate and reminder emails include a View Estimate button that opens the estimate PDF. Sales

    • Schedule a follow-up when you send an estimate. The Send Estimate window lets you pick a follow-up call, text or email with a date and time. Sales

    • Send review campaign tests to several people. Test sends for review campaigns go to a list of recipients you can edit, starting with your own email. Marketing

  107. v1.278.0

    Global search and template copying

    Search finds moves by customer name, a wizard copies templates between locations, and estimate PDFs get a new layout.

    • NewEverywhere

      Search moves by customer name

      Global search in the top bar finds moves by customer name or company as well as by move number, and shows each move's date and addresses. Open the results page to see every match.

    • NewAdmin

      Copy templates from one location to another

      A step-by-step wizard copies estimate settings, estimate and campaign emails, contract templates, review emails and system templates between locations. Start it from Migrate Templates on the Locations list, or choose Copy Templates From when you add a location.

    • ImprovedSales

      A cleaner estimate PDF

      Estimate PDFs have a new layout with an accent color on the header, line items and totals, and address blocks that stay together on one page.

  108. v1.275.0

    Change an opportunity's booking location

    The Opportunity page shows which location a move is booked under and lets you change it.

    • NewSales

      See and change the booking location

      A booking location bar on the Opportunity page shows which of your locations the move is booked under, and you can switch it from there.

  109. v1.274.0

    Filter leads by salesperson

    Managers can narrow New Business and Signature Reminders to one salesperson.

    1 smaller change
    • Filter New Business and Signature Reminders by salesperson. Managers can narrow the New Business and Signature Reminders pages to a single salesperson. Location filters show a marker when a location is selected. Sales

  110. v1.273.0

    Move actions on the customer page

    Every move on a customer's page gets a full actions menu, and estimate rates start from hourly.

    • ImprovedSales

      Act on any move from the customer page

      Each move on a customer's page has an actions menu to edit, duplicate, cancel, restore, take a deposit, refund or resend the contract. Moves are sorted by status, with open opportunities first.

    1 smaller change
    • Estimate rates start from hourly. The rate on a new estimate defaults to hourly and resets when you change movers or trucks. The Rates section sits inside the summary card. Sales