82 releases: 50 new, 57 improved and 127 fixed.
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82 releases
Sending an estimate no longer changes your saved estimate template.
Estimate templates stay intact. Sending an estimate no longer writes its details into your saved template, so placeholders like the move date fill in fresh on every estimate. Sales
MovePlnr now loads Business Profile locations from every Google account you have access to.
Business Profile locations from every account. Location refresh pulls Business Profile locations from every Google account you can access. Marketing
Customer files now keep every sent estimate and signed contract, and Business Profile locations keep syncing.
Each sent estimate and signed contract is saved to the customer's files, next to their other documents.
Business Profile locations keep syncing. Google Business Profile locations keep refreshing after Google retired an older way of loading them. Marketing
Connect Google Business Profile to see your Google reviews on Review Collection, matched to their moves, and reply with help from AI.
Connect your Google Business Profile and map each listing to a location. Google reviews sync to Review Collection every hour, matched to the move they belong to, and you can reply from MovePlnr with an AI-suggested response or link an unmatched review to a move yourself.
The Review Recovery Workflow add-on tracks every review under five stars from Pending to Resolved, with required notes and recovery metrics.
With the Review Recovery Workflow add-on, every review under five stars gets Pending and Resolved actions with a required note. Review Collection adds a recovery column, status filters and recovery metrics, and an activity feed shows each review's history across locations.
Send estimate shows the right subtotal. The send estimate window shows the correct subtotal. Sales
Dispatch flags customers who have moved with you before so you can send a familiar crew, and photo uploads from phones show live progress.
Job assignments show a badge when the customer has moved with you before, along with the movers who worked their earlier jobs, so you can send a familiar crew.
Steadier photo uploads from phones. Estimate photos upload more reliably from phones, with live progress as each file goes through. Sales
Sent estimates show the right move date. Estimates show the correct moving date after they are sent. Sales
Payroll settings save, with a bi-weekly start date. Payroll settings save correctly and include a start date for bi-weekly pay periods. Finance
Google Calendar events in local time. Google Calendar events for a move use the move location's time zone. Dispatch
Text reply counts respect your choices. Text conversations you mark as not needing a reply no longer count toward replies remaining in the Inbox. Inbox
Follow-ups stay on schedule after calls. Follow-up timing stays on track after a series of calls and messages is logged. Sales
You can unconfirm a payroll to add payments, customer addresses can be edited from the profile, and dispatch job cards are easier to read.
An Unconfirm button turns a confirmed payroll back into a draft so you can add payments. The team member loses access to it until you share it again and gets a notice that it was recalled.
Edit customer addresses from the profile. Add or change a customer's address while creating or editing their profile. Sales
Cleaner dispatch job cards. Job assignment cards with several operators and warning badges are laid out more cleanly on desktop and mobile. Dispatch
Upload driver abstracts in any format. Driver abstract uploads accept any file type, photos and JPEGs included, up to 100 MB. HR
Accurate pending-reply markers in the Inbox. The Inbox no longer marks a conversation as waiting for a reply when no new email has arrived. Inbox
Daily reports let you click booked and lost counts to see each customer's source, and job assignments show pallet and heavy-lift skills.
On daily reports, click the booked or lost customer counts to see where each customer came from. Choosing Other as a source now lets you turn it into a saved source instead of free text.
Mover skills on job assignments. Pallet and 300+ Heavy Lift icons show on the operator picker and job cards, so you can match movers to the work faster. Dispatch
You can remove drivers and movers from a multi-truck job again.
Remove drivers and movers from a job. Drivers and movers can be removed from a multi-truck job in the assignment details again. Dispatch
Card payments taken through Stripe can no longer be deleted on the Close Move page, which now shows their refund status.
Card payments stay on Close Move. Card payments taken through Stripe can no longer be deleted from the Close Move invoice like cash or cheque entries, and each one shows its refund status from Stripe. Finance
The Integrations overview shows when Google Ads is connected, and Operator Overview keeps the day you pick.
Integrations shows Google Ads as connected. The Google Ads card on the Integrations overview shows Connected when your account is linked. Company settings
Operator Overview keeps the day you pick. Changing the day in Operator Overview's Selected Day Detail keeps your choice instead of jumping back. Dispatch
Admins can assign unclaimed leads to a rep, custom follow-up times stay as you set them, and multi-truck jobs show every truck's crew.
Admins, marketing managers and dispatchers can assign an unclaimed lead to a specific sales or dispatch team member from the lead's actions menu.
A follow-up you schedule by hand is no longer replaced by a short automatic timer when emails arrive or other activity happens, and clicking a follow-up no longer changes its date.
Job Assignments shows the crew on every truck of a multi-truck move, with the trucks stacked so the card fits the screen. Operator Overview adds a day detail panel listing the moves behind each day's hours.
Partner promo codes save and apply. Partner and promo code choices save on the move, their discount applies to the estimate, and sales reps can edit partner details inline. Sales
Show the promo discount in booking emails. A new placeholder adds the promo code discount to booking emails, so customers see their savings. Sales
One lead per email, even across mailboxes. A lead email that reaches several of your team's mailboxes creates one customer and one move. Searching New Business with no matches now says so clearly. Sales
Fewer duplicate customers. Website form leads match an existing customer by email before a new one is created, and a new customer cannot reuse a phone number already on file. Sales
Cancelled moves update Google Calendar. Cancelling a move updates its Google Calendar event, so cancelled jobs no longer look active there. Dispatch
Accepted hours carry into the estimate. Hours from a deep estimate carry into the saved estimate, and distance and time calculations finish instead of spinning. Sales
Card payment fees add up correctly. Adding a credit card payment calculates the amount and card fee correctly, so the payment matches the invoice. Finance
Street view and inventory photos load. Saving a customer's address fetches its street view image, and inventory photo uploads work on a move that has no photos yet. Sales
Email sync handles incomplete messages. Email sync keeps going when Gmail returns a message with missing details. Inbox
Retry failed Google Ads conversion uploads. Google Ads conversion uploads work again, failed uploads can be retried or excluded from the log, and the Google Ads report appears only when the add-on is on. Marketing
Clearer Inbox badge counts. The Inbox badge explains what it counts, and rows that need a reply are marked. Inbox
Dialogs work better with screen readers. Every dialog and side panel has a title and description that screen readers announce. Everywhere
Pallets and Heavy Lift traits. Team member profiles have two new traits: Pallets and 300+ Heavy Lift. Admin
Every contract comes with its notification templates set up, booking confirmations show the right date, and contract setup works in older browsers.
Signature reminders ready for every contract. Every contract comes with its notification templates set up, so Send Signature Reminder works without extra setup. Sales
Booking confirmations show the right date. Booking confirmation emails show the move date the customer booked, whatever their time zone. Sales
Contract setup works in older browsers. Starting a contract and placing its fields works in older browsers. Sales
Dispatch month view loads every day. The dispatch month view no longer fails to load because of duplicate schedule data. Dispatch
Travel pay on the crew's paystubs now adds up every entry, matching the office payroll.
Crew paystubs count all travel pay. Travel pay on the crew's paystubs adds up every travel entry instead of only the first, so it matches the office payroll. Crew app
The Google Ads campaign funnel uses horizontal cards with conversion rates, and a tooltip explains return on ad spend.
A clearer Google Ads campaign funnel. The Google Ads campaign funnel shows each stage as a horizontal card with its conversion rate and breakdown, and a tooltip explains return on ad spend (ROAS). Marketing
Email sync no longer saves the same message twice or stalls on drafts, long call recordings transcribe, and unassigned jobs show in the assignment view.
Email sync skips drafts and duplicates. Synced emails no longer appear twice, and drafts are skipped, so a thread with only drafts no longer stops syncing. Inbox
Long call recordings get transcribed. Longer call recordings transcribe reliably, and a temporary failure is retried instead of stopping the transcript. Inbox
Unassigned jobs show in the assignment view. Unassigned jobs appear when you open the assignment view. Dispatch
Ignore long attribution suggestions. Ignoring an attribution suggestion with a long value works without an error. Marketing
Clearer close-move tour on phones. The guided close-move tour highlights the right spots on a phone and closes cleanly. Getting started
Start a deep estimate again after cancelling. If you cancel a deep estimate, you can convert the opportunity to a deep estimate again. Sales
Attribution rules can match email headers and chain conditions with a preview, and partners can sign in to their portal again.
Attribution rules can match on email headers as well as links, chain several conditions together, and preview what a rule will match before you save it.
Partners can sign in to the portal. Partner users can sign in and use the partner portal again. Partner portal
Process Payroll opens. The Process Payroll tab opens without an error. Finance
Report filters stay selected. Location and month filters on the Monthly Business report stay selected as you move between views. Reports
Files attached to estimates show up. Files attached to an estimate appear right after upload. Estimator
TV Link conversion metrics explained. TV Link conversion metrics use the right date logic, and tooltips explain what each number counts. Reports
The new opportunity wizard can go straight into a room-by-room deep estimate, and the Estimates page gets inline schedule edits.
The new opportunity wizard flows straight into a deep estimate, the detailed room-by-room estimate, so you can build it while you create the opportunity.
Edit estimate schedules inline. The Estimates table marks unassigned estimates clearly and lets you edit an estimate's schedule right in the row. Estimator
Reports menu works for new admins. The Reports menu opens correctly after a user is given the Admin role. Reports
Estimates get their own page with a table view, estimators are paid for estimate hours, and finished estimates go to the rep's Urgent list.
Estimates have their own page with a table of every estimate and a simpler way to assign each one.
Time estimators spend on estimates is added to their payroll, so their pay covers that work.
Finished estimates go to the rep's Urgent list. When an estimate is finished, the lead moves to the sales rep's Urgent section instead of Unclaimed, labelled On-site estimate was done. Sales
TV Link metrics match Sales Revenue. TV Link metrics use the same dates and lost-deal counts as the Sales Revenue view. Reports
Travel times show on more moves, flat-rate bookings keep their pricing, and estimates follow their move when it is cancelled or closed.
Travel times show on more moves. Moves that showed 0 minutes of travel between pickup and drop-off now show the expected travel time on move details and dispatch views. Dispatch
Flat-rate bookings keep their pricing. Flat-rate moves show the right estimated total and keep the pricing type you chose, and schedule changes match what you entered. Sales
Every inventory photo reaches AI recognition. Add inventory photos one at a time or in batches, and all of them appear in the AI recognition list. Sales
Mark leads Replied on the first try. Marking a lead as Replied updates the pipeline and Inbox right away, with no need to click again. Inbox
Estimates follow the move's status. When a move is cancelled or closed, its estimate is cancelled or completed too, and the estimator and crew menus no longer repeat items. Estimator
Starter plan sign-up saves your card. Signing up for the Starter plan attaches your payment method to your account. Getting started
The new Manage Truck Drivers add-on lets dispatch pick from approved drivers, and upgrade confirmations show the prorated charge.
With the Manage Truck Drivers add-on, you approve which team members can drive each truck, and dispatch picks the driver from that approved list.
AI estimates count work hours only. AI estimation on the estimator form counts work hours only and starts from more conservative baselines, for more realistic estimates. Estimator
Upgrade confirmations show the prorated charge. When you upgrade your plan, the confirmation shows the prorated amount before you agree. Company settings
Assign an estimator without a truck. You can assign an estimator to an estimate without picking a truck. Estimator
Truck timelines show estimate visits as busy blocks you can edit or reassign, and the estimator's estimate form is redesigned.
Truck timelines show estimate visits as busy blocks. Click one to edit, unassign or reassign the estimate from a single window.
The estimator's estimate form groups items into collapsible rooms and brings AI estimation, hours and additional services into one place.
Assign estimators from All Locations. Assigning an estimator while All Locations is selected works without an error. Estimator
Estimate visits now appear in the dispatch dashboard and assignments views, and move top-ups complete without a payment error.
Estimate visits appear in the dispatch dashboard and assignments views, with a reworked window for assigning them and a corrected badge count.
Move top-ups complete without an error. Buying a move top-up for your plan completes without an 'Invoice is already paid' error. Company settings
Estimators can open the supplies list on an estimate.
Estimators can see supplies on estimates. Estimators can open the supplies list on an estimate's detail page without an access error. Estimator
Unassigned estimates get a sidebar badge and an assign window to choose the estimator.
Estimates without an estimator show a badge in the sidebar, and an assign window lets you pick who goes. Estimate times are also easier to read.
The estimate booking window saves the times you enter and stays open when you pick an address suggestion.
Estimate booking window keeps your entries. Booking times entered on an estimate save correctly, and the booking window stays open when you pick an address from the suggestions. Sales
You can give team members the Estimator role from Team Members, and partner promo codes save during booking.
Assign the Estimator role from Team Members. The Estimator role is now available on the Team Members page. Admin
Partner promo codes save during booking. Adding a partner promo code while booking a move saves without an error. Sales
Setup recap pages scroll on phones. Onboarding recap pages scroll properly on phones. Getting started
Quick replies to marketplace leads go to the customer, dialogs scroll to show all their content, and the Reports menu opens again.
Quick replies reach the customer. Quick reply emails to leads that came through a lead marketplace go to the customer instead of the marketplace's address. Inbox
Dialogs scroll and the Reports menu opens. Dialogs and side panels scroll when their content is long, and the Reports menu opens reliably again. Everywhere
Coordinators see every move waiting on a signature, integrations ask before they disconnect, and Google Ads setup fills in its dates.
Coordinators see every move awaiting a signature. Coordinators and dispatchers see all moves in Need Signature, not just their own, so nothing waiting on a customer gets missed. Dispatch
Confirm before disconnecting an integration. Disconnecting an integration now asks you to confirm first, so a stray click cannot cut a connection. Company settings
Google Ads setup fills in its dates. Google Ads backdate settings stay hidden until the account has synced, then start from your earliest campaign's date with default tracking stages already chosen. Marketing
Crew members no longer hit access errors on screens that show sales and truck information.
Crew members see sales and truck details. Crew members no longer get an access error on screens that load sales and truck information. Crew app
Team member profiles take multiple files and internal notes, the Attribution report adds date presets and a landing page drill-down, and move files open in the browser.
Attach several files to a team member and add internal notes while you create or edit their profile, so documents and details stay in one place.
Date presets and landing pages in the Attribution report. The Attribution report adds quick date presets and a drill-down by landing page, and marketing tools have their own section in the sidebar. Marketing
View move files in the browser. A View button opens a move's files right in the browser. Sales
Partner details show the discount. A customer's partner details show the partner's discount amount instead of contact information. Sales
Gmail syncing restarts on its own. If Gmail stops sending updates for a connected inbox, MovePlnr renews the connection on its own so new email keeps arriving. Inbox
Google Ads connection works again. The Google Ads connection works again after Google retired the older version of its API. Marketing
Send an estimate right after adding a last name. Adding a last name in the send estimate window no longer needs a page refresh before the estimate sends. Sales
Email attachments download. Documents attached to emails in the CRM download correctly. Inbox
Follow-up timers no longer get overwritten, moves with a balance owing no longer show as Paid, and sales reps can edit their own partners.
Follow-up timers are no longer overwritten, so a lead stays with its rep until the follow-up is actually due instead of returning to the pipeline early.
Deposit-only moves are not marked Paid. A closed move with only a deposit paid and a balance still owing no longer shows as Paid. Finance
Commissions never go below zero. Commission amounts stop at zero instead of turning negative. Finance
Duplicated moves keep service quantities. Duplicating a move copies the quantities of its additional services. Sales
Inbound calls show in daily reports. Daily reports count inbound calls, so communication totals match the calls your team handled. Reports
Inbox action buttons stay visible. A long conversation header no longer pushes the Inbox action buttons off screen. Inbox
Reschedule alerts for booked moves only. You get a rescheduling notification only when the move is booked, not when the date changes on an open opportunity. Everywhere
Sales reps can edit their own partners. Sales reps have full editing access to the partners they manage. Sales
TV Link now shows when a contract is sent and counts only closed moves as deals won.
TV Link shows sent contracts. TV Link marks the moment a contract is sent to a customer. Reports
TV Link counts only closed deals as won. Pending moves no longer count as deals won on TV Link, so the totals match your closed sales. Reports
TV Link plays its celebration and sound every time a deal closes.
TV Link celebrates every closed deal. TV Link plays its deal-closed celebration, with sound, no matter where in the app the deal was closed. Reports
The Attribution report separates manual and automatic sources and adds a date picker, Marketing Managers can manage attribution rules, and website lead forms save every lead.
The Attribution report shows manually set sources and rule-matched sources separately, adds a date picker and drill-down, and lists only customers a rule matched. Customer links from the Attribution and Google Ads reports open in a new tab.
Marketing Managers can manage attribution rules. Marketing Managers can open attribution rules, and the option to ignore a suggestion now has a clear text label. Marketing
Website lead forms save every lead. Leads submitted through your website's lead form are saved without an error. Marketing
The attribution breakdown now handles customers with no moves in the selected period.
Attribution breakdown counts every customer correctly. The attribution breakdown handles customers who had no moves in the selected period correctly. Marketing
When you split an attribution rule by a second parameter, the list now shows only parameters that appear with the first.
Attribution rules list matching parameters only. When you split an attribution rule by a second parameter, the list shows only parameters that appear together with the first one. Marketing
Connect your Google Ads account to see each campaign's path from impressions to closed moves, and send booked moves back to Google Ads as conversions.
With the Google Ads Integration add-on, connect your account under Integrations. MovePlnr syncs your campaigns every night and sends booked moves back to Google Ads as conversions. The Google Ads Performance report shows each campaign's funnel from impressions to closed moves, with a breakdown by landing page.
Creating an attribution rule from a suggestion now fills in the form for you.
Attribution rules fill in from suggestions. Picking a suggestion fills in the attribution rule form for you, and a new dropdown lets you split a rule by a second parameter. Marketing
Source Attribution suggests rules for new tracking codes, can reapply rules to past customers and has its own report, and review emails go out in your location's local time.
Source Attribution spots tracking codes no rule covers yet and suggests a rule for each. When you add or change a rule, you can reapply it to existing customers, and a new Attribution report charts the results with a drill-down.
Review emails go out in local business hours. Review request emails are scheduled in the location's time zone, so customers get them during normal business hours. Marketing
Menu stays visible on smaller screens. On smaller screens, menu items no longer slip behind the search bar. Everywhere
The new Source Attribution add-on assigns lead sources from the tracking codes in your website links, using rules you control, and read emails now stay read.
The new Source Attribution add-on reads the tracking codes, such as UTM parameters, on the links people follow to your website and assigns each lead's source using rules you set up. Admins manage the rules in one place, and reports let you drill into the customers behind each source.
Read emails stay read. Emails you mark as read in the Inbox no longer turn unread again later, and the unread badge shows the right count. Inbox
Customers can sign contract PDFs on older browsers, with cleaner spacing in the signed document.
Contract signing works in older browsers. Customers can sign contract PDFs on older browsers, and spacing in the signed document is handled more cleanly. Sales
TV Link, daily reports and Sales Performance now share one sales calculation, and Team Members can be filtered by employment type and schedule.
TV Link, daily reports and Sales Performance use the same sales calculation, so revenue, bookings, conversion and deals won agree wherever you look.
Estimate accept and decline pages open for customers. Customers who are not signed in can open the accept and decline pages for their estimate without an error. Sales
Filter team members by employment type and schedule. Team Members can be filtered by employment type, such as employee or contractor, and by work schedule. Admin
Customer profiles show the page and UTM details a lead arrived with, alongside fixes to payroll settings, email replies and reports.
Customer profiles show the page a lead came from and its UTM parameters, giving your team more context on where each customer found you.
Payroll frequency changes save. Switching payroll frequency, for example to bi-weekly, saves without an error and the settings screen stays up to date. Finance
Replies keep the recipients you add. When you add or change recipients on a reply, the email goes to everyone you listed. Inbox
Team Members filters fit small screens. The filter bar on Team Members fits on narrower screens. Admin
CSV exports handle commas. Values that contain commas are quoted in CSV exports, so files open in spreadsheets with every column in place. Reports
Custom date ranges in Sales Performance. You can pick and apply a custom date range on the Sales Performance report. Reports
Daily reports let you open the conversations without an opportunity and the stale opportunities they count, and custom follow-up dates land on the day you pick.
See the details behind daily report warnings. On daily reports, click the count of conversations with no opportunity or of stale opportunities to see each one, with links that open the move or customer in a new tab. Reports
Custom follow-up dates keep the day you pick. Choosing a custom follow-up date no longer schedules it for the day before. Sales
TV Link fits on one screen with a layout built around the sales team, and sales reps can filter the Partners page to their own partners.
The TV Link dashboard has a new single-screen layout built around the sales team's results, so the whole board fits on the TV without scrolling.
Filter to My Partners. Sales reps can filter the Partners page to show only the partners assigned to them. Sales
Sort review details by star rating. Review details can be sorted and filtered by the number of stars, and sorting by last action date works as expected. Marketing
Daily reports count each booking once. A move no longer shows up as booked on more than one day in daily reports, and the report view adds status colors and sorting. Reports
Moves waiting on a signature can skip the contract and move forward, and daily and weekly reports show Created and Sold columns.
Moves in Need Signature have a Skip Contract action that moves them forward without a signed contract, so you no longer have to duplicate the move to get around it.
Created and Sold columns in daily and weekly reports. Daily and weekly report drill-downs show Created and Sold columns, the weekly view opens in its own drill-down window, and move links open in a new tab. Reports
Customers can accept or decline estimates again, AI estimates finish calculating, and Partners & Referrals can be turned on without Sales Pipeline.
Customers can accept or decline estimates. Accepting or declining an estimate works again. Sales
AI estimates finish calculating. Automated estimates on the Opportunity page complete instead of calculating forever. Sales
TV Link loads, and hides when it is off. The TV Link dashboard loads its numbers instead of spinning, and its menu item is hidden when the add-on is off. Reports
Review Payroll opens for new companies. The Review Payroll page loads for newly created companies instead of showing an error. Finance
Turn on Partners & Referrals by itself. The Partners & Referrals add-on no longer needs Sales Pipeline turned on first. Company settings
Close Moves opens to all locations. The Close Moves page starts with all locations selected, so you can review moves across the company right away. Dispatch
HR sees Review Collection on Reports. For HR users, the Reports page shows the Review Collection report only, without the reports they do not use. HR
Security improvements. We tightened security across the app. Everywhere
Location Settings opens directly again instead of sending you to the Sales page.
Location Settings opens correctly. Opening Location Settings takes you there instead of sending you back to the Sales page. Admin
Onboarding is now a guided path where you finish each step before the next one opens, with spotlights that show where to click.
Onboarding is a guided path where you finish each step before the next one opens. Spotlights point to the button to press, and finishing setup ends with a short celebration.
The Opportunity page hides actions that need an add-on your company has not turned on.
Opportunity page hides unavailable actions. The Opportunity page no longer shows actions for add-ons your company has not turned on, so every button you see works. Sales
You can skip a setup step during onboarding and keep going.
Skip a step during onboarding. Onboarding lets you skip a setup step and continue, so a step you are not ready for no longer holds up the rest. Getting started
The new location form checks the time zone, and Return to onboarding takes you back into the guided setup.
Location setup checks the time zone. The form for a new location checks that a valid time zone is set, and Return to onboarding takes you back into the guided setup. Getting started
Onboarding moves on once your location is saved, switching locations keeps your place, and everyone can view the full partners list.
Onboarding moves on after location setup. Once your location's address and time zone are saved, onboarding moves to the next step instead of asking for them again. Getting started
In Training shows across team views. The In Training status appears on the Team Members list, Operator Overview and job assignment screens. Admin
Switching locations keeps your place. The dispatch calendar stays on the day you were viewing when you switch locations, and the sales dashboard keeps the location you picked. Dispatch
Quick replies send when the Gmail thread is gone. Quick reply emails send even if the original Gmail thread was deleted. Inbox
View every partner, edit your own. Everyone can see the full partners list. Editing stays limited to the partners that belong to you. Sales
TV Link puts a full-screen sales dashboard on your office TV, and the Source of Sale report gains a partner referral widget.
The new TV Link add-on gives you a full-screen dashboard built for a TV in the office or call center. Open its link on the TV and it keeps your team's key sales numbers in view all day.
Partner referral sales on the Source of Sale report. The Source of Sale report has a widget for sales that came from partner referrals. Reports
More notification sounds. Pick from new notification sounds, including applause, a cash register and a brass fanfare. Profile
Release updates inside the app. A changelog page in the app lists what changed in each release, and update notices go to the roles they affect. Everywhere
Skipping a setup card keeps onboarding going. Skipping a card during onboarding no longer shows a Page Not Found screen. Getting started
Company admins can open the app as one of their team members, and the pipeline timeline records what customers do with estimates and contracts.
Company admins can choose Impersonate on the Team Members list to see exactly what that person sees, which helps when training staff or checking something they report.
The pipeline timeline logs what the customer does with an estimate or contract, so reps can see where each deal stands.
Hear a notification sound before you pick it. Choosing a notification sound in your settings plays a preview of it. Profile
Sales dashboard calendar links open in a new tab. Details links on the sales dashboard calendar open in a new tab, so the dashboard stays where you left it. Sales
HR users get their own section with Team Members and Reports, and team members can be marked In Training.
HR users have a dedicated section in the menu with Team Members and Reports, so the tools they use are in one place.
Add the In Training trait to a team member to show who is still learning the job.
Dispatch opens right at the job. Following a link to a job scrolls the dispatch view to it and expands its group. The payroll link in dispatch goes to the right page. Dispatch
Partner lists follow each person's role. The Partners list shows each person the partners that fit their role, so sales reps see their own partners and admins see them all. Sales
Edit Move shows the right city. The short date view on the Edit Move page shows the correct city for the move. Sales
Clearer plan choice at sign-up. Sign-up lists the recommended plan first, the card form is easier to fill in, and skipping a setup card no longer leads to a missing page. Getting started
Move Usage page loads its details. The Move Usage page opens its details without an error and shows the right expiry date for each top-up. Company settings
Partner referrals show the right move dates. Partner referrals show each move's real date instead of 1970, and each referral links to its move. Sales
Process Payroll now warns when someone paid for travel has moves with no travel time, and add-ons switch on and off reliably.
Process Payroll shows a warning when someone who is paid for travel has moves with no travel time recorded, so you can fix it before you pay.
Add-ons switch on and off reliably. Turning an add-on on or off from Company settings works for every add-on. Company settings
Setup pages scroll on every screen. The guided setup pages scroll properly, so no step is cut off at the bottom of the screen. Getting started
The new Engagement Tracking add-on shows how responsive each customer is right on the pipeline, and customer search finds people by email again.
With the Engagement Tracking add-on, pipeline cards show a responsiveness badge for each customer, so reps can tell at a glance who is engaging and who has gone quiet.
Customer search finds email addresses. Searching for a customer by email address works again, and lead activity shows the total number of contact attempts instead of a conversation count. Sales
The guided setup adds a step-by-step tour for closing a move and taking payment, plus a walk-through of the crew's phone app.
The guided setup walks you through closing a move one step at a time: hours, supplies, services, discount, then the invoice and payment. A four-step tour shows what your crew sees in their phone app, and the setup pages work on phones.
New companies get a guided setup with a sample week of moves to practise on, and admins can log a team member out of every device.
Sign-up is shorter, and a guided setup walks new companies through their first location, sales, dispatch and the crew's view, one step at a time. A sample week of moves and trucks lets you practise, a cleanup page removes the sample data when you are done, and a final recap suggests what to set up next.
Company admins can use Log Out from All Devices on the Team Members list. Deactivating a team member or changing a password also signs that person out everywhere right away.
Opportunities no longer need the Sales Pipeline add-on. Every account can create and quote opportunities. The pipeline board, dashboard and revenue views stay with the Sales Pipeline add-on. Sales
The drift banner shows the right amount for an adjustment and lets you remove it with the trash icon.
Drift adjustments show their amount and can be removed. The drift banner shows the right amount for an adjustment already made, and a trash icon removes it from the next payroll. Finance
Payroll totals now include drift adjustments instead of showing them as $0.00.
Adjustments count toward payroll totals. Payroll totals include drift adjustments on both the office and crew views, instead of showing them as $0.00. Finance
Creating a drift adjustment now sets up the next period's payroll when it does not exist yet.
Drift adjustments create the next payroll when needed. If the next pay period has no payroll yet, creating a drift adjustment creates it with the same settings instead of showing an error. Finance
A payroll drift adjustment now goes to the next pay period, and the drift banner confirms it with the amount.
Drift adjustments land in the next pay period. A drift adjustment now goes to the next pay period instead of the current one. Once it exists, the drift banner shows a check mark with the amount and the period it went to. Finance
Payroll drift no longer flags services sold in quantities above one, and drift details list each service and supply.
Payroll drift counts service quantities correctly. Services with a quantity above one no longer show a false payroll drift. Drift details now list each service and supply with its quantity change and split. Finance
Payroll saves each change as you make it, the Preview status is now called Shared, and payroll cards show each person's employment details.
Payroll saves each time you add, edit or delete hours, extras, deductions or sales, so there is no Save button to forget. The Preview status is now called Shared and shows who shared it and when, and payroll cards show each person's employment type and work schedule.
The payroll drift banner now lists each affected move with its old and new values, and the Close Move page shows who closed or edited a move.
When a move changes after a payroll is shared, the drift banner lists each affected move with its old and new values and links to the move and its close page. Admins also get an action log on the Close Move page showing who closed or edited the move and when.
Crews see the same total hours as the office, the right booking confirmation email goes out, and Revenue History follows the selected rep.
Crew see the same total hours. Total hours in the crew app now match what the office sees in payroll. Crew app
The right confirmation email goes out. Booking confirmations now use the email template that matches the booking. Sales
Revenue History follows the selected rep. The Revenue History window now shows the sales rep you selected. Reports
Changing the location on the assignments page now updates the whole page, crew shortage view included.
Assignments follow the location you pick. Changing the location on the assignments page now switches the page and its crew shortage view instead of snapping back. Dispatch
The Sales Revenue tab and Paystubs now agree, and the location dropdown on assignments works more reliably.
Sales Revenue matches paystubs. The Sales Revenue tab and Paystubs now agree, with each commission counted once. Finance
Location dropdown on assignments. The location dropdown on the assignments and dispatch pages now switches locations more reliably. Dispatch
The assignments weekly table and banner show where you're short on crew, and assignment links keep their location. Calls that bounce through a queue now credit the rep who answered.
The assignments weekly table and banner now spell out where you're short on crew, so you can plan staffing ahead.
Assignment links keep location and date. Assignments page links now include the location, so you can share them, and reloading the page keeps the date you picked. Dispatch
Calls credit the rep who answered. Calls that bounce through a queue now show the rep who answered, the Inbox remembers how you classified each conversation, and owner avatars show real names. Inbox
Mute lead claimed alerts. Turn off the lead claimed notification in your preferences, and hide muted notifications from the Notifications page. Everywhere
Sales weeks run Monday to Sunday. Sales performance reporting weeks now run Monday to Sunday. Reports
Add-on Management sits under Billing. In the Company settings menu, Add-on Management now sits right below Billing. Company settings
Travel time without a drop-off address. Travel time is now calculated even without a drop-off address, and adding a last name while sending an estimate no longer causes an error. Sales
Every uploaded file opens. Files uploaded by any team member now open and download. Sales
Payroll move links open in a new tab. Move links in the payroll summary now open in a new tab, so you keep your place. Finance
The move details page now opens without an error for every move.
Move details open reliably. The move details page now opens without an error for every move. Sales
My Paystubs and admin payroll show which moves earned each commission, including out-of-system sales. Lead forms sent twice create a single lead.
My Paystubs and admin payroll now list the moves behind each commission payout, and the Target Reached row includes out-of-system sales with their commission percentage.
One lead per form submission. A lead form sent twice now creates one lead and one notification. Marketing
Saving payroll again no longer duplicates additional hours, and Gmail sync no longer creates duplicate moves for one customer.
Payroll keeps additional hours once. Saving a payroll again no longer adds its additional hours a second time. Finance
One move per customer from Gmail sync. Gmail sync no longer creates duplicate moves when one customer sends several emails at once. Sales
The sources list on the customer information page is now sorted alphabetically.
Sources sorted A to Z. The sources list on the customer information page is now sorted alphabetically. Sales
Crew members see a payroll only after you share it, pay periods are always ready for hours, and the review collection report lists every review.
Crew see payroll once you share it. Crew members now see a payroll only after you share it, not while it's still saved as a draft. Crew app
Every pay period is ready for hours. Pay periods are now worked out automatically, so the current period is always open for reporting work hours. Finance
Every review in the collection report. The review collection report now lists all reviews, not just the oldest 25. Marketing
Sending an estimate by email and previewing its PDF work without errors.
Estimate emails send and preview. Sending an estimate email and previewing its PDF now work without errors. Sales
Inbox counts load faster, Gmail sync handles customers who share an email address, and the partner portal and partner emails are cleaner.
Faster Inbox counts. Inbox focus counts now load faster. Inbox
Gmail sync handles shared addresses. Gmail sync keeps running when two customers share the same email address. Inbox
Cleaner partner portal and emails. The partner portal no longer loads office-only billing panels, and partner emails show usernames in lowercase. Partner portal
A new Add-on Management page in Company settings turns optional features on and off. You can resend partner login details without a password reset, and the contract signing button fits on phones.
Turn optional features on or off for your company from the new Add-on Management page in Company settings.
Resend partner info without a reset. Send partners their login details again without resetting their password. Partner emails also have cleaner formatting and include their referral code. Partner portal
Partner portal works after sign-in. Partners can use the portal right after signing in, without errors or sign-in loops. Partner portal
The right signature confirmation email. Customers who sign a contract now get the correct confirmation email template. Sales
Signing button fits on phones. The button at the bottom of the contract signing page is fully visible on phones. Sales
The review collection report adds email previews, the Google review link and local times. The Close Move page and team members with the HR role save without errors.
The review collection report now previews each review email, links to the Google review, shows times in your time zone, marks unsent emails and hides cancelled follow-ups.
Close Move page stays responsive. The Close Move detail page loads without freezing. Dispatch
Team members with the HR role save. Saving a team member with the HR role works without an error. Admin
Tax rates now carry effective dates, notifications reach the roles they concern, and the General Manager role is now Marketing Manager.
Each tax rate now has an effective date. A change applies from that date forward, and earlier invoices keep the rate that applied then.
Notifications by role. Notifications now go to the roles they concern, new notification types are added, and review notifications open the right page. Everywhere
General Manager is now Marketing Manager. The General Manager role is renamed Marketing Manager to match what it covers. Company settings
Rating buttons display in every email app. The rating buttons in review request emails now display correctly in every email app. Marketing
Daily Reports count calls and leads. Daily Reports now count incoming calls and leads instead of showing zero. Reports
