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.
110 releases: 73 new, 92 improved and 196 fixed.
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110 releases
The Operations page now opens showing all locations.
Operations defaults to all locations. The Operations page now opens showing all locations. Dispatch
New tax rates apply only from their start date, finalized invoice PDFs stay intact, and your selected location sticks after a reload.
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
Texts with customers who have many moves load in full in the Inbox, and Additional Services show each minimum price.
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
Additional Services and Service Rates are now one list, and invoices for moves closed with a deposit leave out revoked payments.
Additional Services and Service Rates are now a single list, so each service and its rate live in one place.
Invoices leave out revoked payments. Closing a move with a deposit now produces an invoice that lists only valid payments. Finance
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.
Give team members the new HR role to let them open the review collection report without access to other reports.
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
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.
The monthly business report adds a location filter, a tax breakdown, and charts for services and supplies.
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.
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
The supervisor overview now shows one day at a time with updated filters, and the Payments location filter works on the first pick.
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
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.
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.
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
Partner portal sign-in no longer fails for some partners.
Partner portal sign-in works. Partner portal sign-in no longer fails for some partners. Partner portal
Order discounts reduce the tax on supplies, contract reminders reach every customer, and rescheduled moves update their truck.
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
Write manual payment reminders in a rich text editor. Needs Reply skips old backlog and its badge is easy to see.
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
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.
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
Payments on closed moves show in payment history, and claimed leads stay with the rep working them.
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
The new version banner now fits phone screens.
Update banner fits on phones. The new version banner now fits phone screens and sits neatly alongside the navigation. Everywhere
While MovePlnr updates, the app retries your request quietly instead of showing an error.
Fewer errors during updates. While MovePlnr is updating, the app retries your request quietly instead of showing an error. Everywhere
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.
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.
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.
Pick which notifications show up for you in the app and which ones play a sound.
The Inbox, pipeline and dispatch pages now update live as changes come in, with no need to refresh.
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
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.
Click a booking or lost-opportunity count in a Daily Report to see the list of moves behind it.
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
Contracts send from the CRM, partners with login enabled can sign in, and email and text replies work on phones.
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
Rate forms display and keep the options you select.
Rate forms show your selections. Rate forms in your settings now display and keep the options you select. Admin
Customers on older browsers can open and sign contracts.
Contracts work on older browsers. Customers using older browsers can now open and sign contracts without the page crashing. Sales
The Integrations page in Company settings opens for every company.
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
A new compose option starts a text message, with clearer messages when a text cannot send.
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
Texts, email replies and quick replies work reliably, customer replies show in the CRM, and resent confirmations fill in their placeholders.
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
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.
Edit extra hours, extras, deductions and out-of-system sales on payroll instead of deleting and adding them again.
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.
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
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.
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
Needs Reply clears itself when you answer a customer on any channel, and reports include every booked move.
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.
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
Turn daily reports on or off from Company settings. Contract signing also works more reliably for customers.
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
Every location can now edit its contract notification templates, and customers can scroll public pages to sign their agreements.
Contract notification emails now use templates set on each contract, so every location can edit them.
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
Replies leave out every company email address, and the pipeline cooldown setting has a clearer label.
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
Add taxes at the location level that apply only to the charges you pick, such as supplies.
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.
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.
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.
Save your own quick reply templates on your Profile, alongside the company ones, and fill them with custom placeholders.
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.
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
The crew picker marks movers already booked on another job, and PTO is now called Off Duty. Editing a pending move keeps its crew.
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.
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
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.
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
Customers can now have several email addresses, with one set as the default.
Add more than one email address to a customer and choose which one is the default.
MovePlnr detects transferred calls more reliably and keeps their recordings ready to play.
More reliable call transfer tracking. MovePlnr now detects transferred calls more reliably and keeps their recordings ready to play back. Inbox
Star a customer's default phone number and filter the Inbox by one of their numbers.
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
Customers can now have several phone numbers, with the extra numbers one click away.
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.
Set invoice terms for an individual customer from the Edit Customer window.
Override your default invoice terms for a single customer from Customer Settings in the Edit Customer window.
Bookings keep the truck and date you choose, and every booked move shows on the schedule and in Unassigned Jobs.
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
Customer records now accept international and non-standard phone numbers, and estimates no longer ask you to save the pickup address twice.
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
The Inbox can filter calls by inbound or outbound, and the CRM view shows schedules in the right time zone.
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
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.
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.
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.
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
Commission splits accept a single recipient at 100 percent, and jobs show on the right date in the Dispatch view.
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
Every calendar and date navigator gets a Today button. Call filters, recording downloads and speaker labels in call transcripts are more dependable.
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
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.
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.
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
Truck recommendations now respond to the Is Flexible switch, and the job assignments calendar stops flickering when you click the selected date.
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
Reply addresses the customer and call recordings get transcripts. Notes and pickup addresses stay as you left them.
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
When a follow-up expires, the lead goes back to the pool on time.
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
Dispatch flags movers booked on two trucks at once, and you can set a custom follow-up when sending an email.
Dispatch flags a mover who is scheduled on more than one truck at the same time.
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
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.
Email addresses open in the Inbox, and phone numbers open the dialer or a new text, across the back office.
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
Office users can open the operators page to check jobs.
The operators page opens for office users. Office users can open the operators page to check jobs without an access error. Dispatch
Templates in Send Pricing show their content.
Send Pricing templates load. Templates in Send Pricing show their content instead of appearing blank. Sales
Calendars and the job assignments grid show each booking on the day it was booked.
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
Movers on approved time off can't be scheduled. A large round of fixes covers move dates, emails, texts and customer records.
Dispatch keeps movers with approved time off off the schedule and shows that they are unavailable.
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
Send pricing from the New Business estimate step, add notes to invoice lines, and reach customers from their profile.
Send pricing to a customer straight from the estimate step of a New Business lead.
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
Remove a discount while closing a move, and call, text and Gmail syncing paces itself when providers are busy.
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
The View Contract placeholder in emails links to the contract signing page.
View Contract links open the signing page. The View Contract placeholder in emails links to the page where customers sign. Sales
The Inventory placeholder works in location, estimate and notification template editors, and imported Estimate Declined notifications save.
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
New contracts start with a default title and instructions, and booking fees and billable hours carry into closing.
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
Copy notifications from one contract or estimate template into another, and customers give a last name when accepting.
Import the notifications set up on one contract or estimate template into another instead of building them again.
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
Quick Reply Snippets can carry an email subject, and the text compose box grows as you type.
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
Save common replies as snippets, and customers who decline an estimate can tell you why.
Save the replies you send most as snippets and drop them into texts and emails from the communications feed.
Customers who decline an estimate can give a reason and find your contact links, and the estimate owner is notified.
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
Estimate PDFs include the drop-off address and the right tax rate, and customers can scroll review and contract pages on phones.
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.
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
Travel time calculations start from the truck's own yard.
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
Unclaimed leads sort newest first, and signature requests work for customers with only an email on file.
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
A new move action sends the contract for signature from the Pending state.
Request a contract signature from a pending move. A new move action sends the contract for signature when the move is in Pending. Sales
Opportunities whose claim expired can be claimed again.
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
Bookings that aren't followed up in time go back to the lead pool, and Job Assignments groups trucks by priority.
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.
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
Sales-only users build estimates without permission errors, and fixed cost ranges show the right numbers.
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
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.
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
Klarna and Affirm are available for deposits, with the monthly estimate and financing fee shown at every payment step.
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.
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
Bookings recognize contracts, fixed rates display correctly, and five-star reviewers reach the right location's review page.
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
The dispatch timeline covers the full working day with hourly ticks and a track per move, and estimate notifications gain an Inventory placeholder.
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.
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
Dispatchers can add a temporary mover in a few fields, and the dispatch timeline groups idle trucks.
Dispatchers can add a temporary mover from the Operator Overview in a few fields, without a full team member setup.
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
Pipeline communication cards show follow-up badges, exact times, Inbox links and email previews.
Pipeline communication cards show follow-up badges, exact times on hover, links into the Inbox and a preview of HTML emails.
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
Users with the Sales role open every page without a permission error.
Sales users open every page. Users with the Sales role open every page without a permission error. Everywhere
Estimate templates only require the View Estimate widget.
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
The service dropdown in the Add Service dialog scrolls properly.
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
Quote a flat fee as a range and choose how far ahead movers see job details. Settings save when you click save.
A fixed rate range pricing type lets you quote a flat fee as a range when the final price depends on the job.
Set how many days before a move your movers can see its details.
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
Split and reassigned sales commissions show up in payroll, and pages always load fresh data.
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
Travel time shows a real value on the moves where it read zero.
Travel times on every move. Travel time shows a real value instead of zero on the moves where it was missing. Dispatch
Flat-rate moves count correctly in pipeline projections, and Date Sold follows the move's status change.
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
Sales Details gets a weekly booking calendar and phones get bottom navigation. Sign-in, payment history and page layout fixes round it out.
Sales Details shows a weekly booking calendar, so reps can track the week's bookings and work out weekly bonuses.
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
See how long leads spend in each pipeline state, and send API leads straight to a location.
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.
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
Leads from your website forms come through when the phone number already belongs to a customer.
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
Phone numbers are matched in a standard format, so the same customer is no longer created twice.
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
Travel time between stops shows the real drive time, with Google Maps directions for each leg.
Travel time between locations shows the actual drive time instead of zero, and each leg links to Google Maps directions.
A date range picker replaces the old calendar, and the Team members table gains employment columns.
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
All movers on a job see it in their moves to close, and movers sign in to the right location.
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
The truck calendar stops warning about missing crew on moves that are already closed.
Closed moves drop out of crew warnings. The truck calendar no longer warns about missing crew on moves that are already closed. Dispatch
Lead movers can see and close their moves that are still waiting for a customer signature.
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
Users with the operator supervisor role can close moves and view past bookings.
Operator supervisors can close moves. Users with the operator supervisor role can close moves and view past bookings. Dispatch
Crew shortage alerts count the movers each job still needs, and the number matches everywhere.
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
Pipeline follow-ups run as one sequence of steps with a cooldown between each.
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.
Inbox focus mode shows the conversations your role handles, and Sales Performance gains status filters and a totals row.
Inbox focus mode shows the conversations your role handles, and badges and activity dots match what you see.
Filter Sales Performance by several statuses at once, see a totals row, and sort by move date by default.
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
Truck Chats gets search and filters, truck groups show their locations, and the Dispatch dashboard focuses on crew gaps.
Truck Chats has a search bar and filters for mover, customer and date, and opens on yesterday through tomorrow.
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
Resubscribe RingCentral live updates in one click and switch the Dispatch dashboard by location. Estimates show the deposit and the right booking details.
RingCentral settings have a Resubscribe button, and MovePlnr repairs a lapsed subscription for live call and text updates on its own.
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
New Business flags sent estimates and customer replies, and email compose asks you to connect Gmail first.
The follow-up Status column shows Estimate Sent and Customer Replied badges, and a lead lights up as urgent the moment the customer replies.
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
New Business prompts you for the next activity after each one you log, and claimed leads stand out as urgent.
After you log an activity on a New Business lead, the communications timeline prompts you to plan the next one.
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
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.
Take a card payment or send a payment link right from the close move screen, so the job is paid before you finish closing it.
Customers can choose Klarna or Affirm when they pay through Stripe and spread the cost of their move over time.
Charge a convenience fee on card payments, for cards entered in the office and for payment links alike.
Calls and text messages from RingCentral appear in MovePlnr as they happen, and an hourly sync catches anything missed.
After calls sync, MovePlnr downloads each recording and transcribes it, so you can read a call instead of listening to it.
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.
The New Business detail page has a two-column layout with an expiry timer, notes and quick actions in view.
Truck selection respects the truck limit. Picking trucks while editing an opportunity no longer fails silently when you reach the truck limit. Sales
The day timeline shows hourly gridlines and arrival windows, and team members get a full time or part time setting.
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
Mark opportunities lost or leads invalid, set custom follow-ups, and recalculate travel time from the truck card.
Mark an opportunity as lost, flag an unclaimed New Business lead as invalid, and schedule a follow-up for the time you choose.
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
Organize trucks into groups across the app, and build contracts with placeholders, annotations and initials.
Create truck groups in admin and see trucks organized by group on sales, dispatch and admin screens.
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.
The Day view of the Sales dashboard calendar shows each truck's moves on a timeline.
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.
The Sales dashboard calendar switches between week and day, and changing a booking location keeps the right local time.
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
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.
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.
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
Search finds moves by customer name, a wizard copies templates between locations, and estimate PDFs get a new layout.
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.
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.
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.
The Opportunity page shows which location a move is booked under and lets you change it.
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.
Managers can narrow New Business and Signature Reminders to one salesperson.
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
Every move on a customer's page gets a full actions menu, and estimate rates start from hourly.
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.
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