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Changelog

June 2026

37 releases: 43 new, 42 improved and 69 fixed.

June 2026

37 releases

  1. v2.288.0

    Faster chats and fixes for HR accounts

    Chats and unread counts load faster, and accounts with only the HR or Estimator role open every page.

    2 smaller changes
    • Chats load faster. Messages and unread counts load faster, especially in busy accounts. Inbox

    • HR and Estimator accounts open every page. People with only the HR or Estimator role can move around the app without pages failing to load. Everywhere

  2. v2.287.0

    HR menu shows every HR page

    HR users see their full menu and stay in HR as they move between pages.

    1 smaller change
    • HR users see their full menu. The HR menu lists every HR page, and opening one keeps you in HR instead of jumping to Reports. HR

  3. v2.285.0

    HR role and training sessions

    A new HR role manages team members and payroll without full admin access. Dispatch can schedule training sessions with trainers and trainees.

    • NewHR

      New HR role

      Give office staff the HR role to add and manage team members and handle payroll tasks without full admin access.

    • NewDispatch

      Schedule training sessions

      Plan training sessions with trainers and trainees, assign a training truck, and check availability before you book. Crew members see their trainings in the app.

  4. v2.284.0

    QuickBooks Online integration and payroll overtime

    Connect QuickBooks Online to send invoices, payments and payroll to your books. Payroll review now shows overtime, and taxes follow the job location.

    NewFinance

    Connect QuickBooks Online

    Connect QuickBooks Online from Company settings, map your accounts, and send invoices, payments, refunds and payroll to your books. A health check shows when the connection needs attention.

    • NewFinance

      See overtime in payroll review

      Process Payroll shows overtime, with the hours for each day. You can also set overtime by pay period, with a fixed number of hours per period, for semi-monthly pay schedules.

    • ImprovedFinance

      Taxes follow the job location

      Tax is calculated from the job location, so a move in another province or region gets that rate instead of your home rate.

    • NewSales

      Free-text fields on waivers

      Add a text box to a waiver that your team fills in before sending it. The character limit follows the size of the box you draw.

    5 smaller changes
    • Contractor GST stays visible in payroll review. Contractor GST stays on screen in payroll review after you edit hours, matching what the crew member sees on their side. Finance

    • Time off summary matches the schedule. Booked time off shows in the Operator Overview summary for the same month the schedule shows it. Dispatch

    • Deposit reversals work on new opportunities. You can reverse a deposit on an early-stage opportunity, and card deposits taken in the app keep the payment reference needed for refunds. Finance

    • Supplies carry into the sent estimate. Supplies added room by room in a detailed estimate, such as wardrobe boxes, appear as line items when you send the estimate. Sales

    • Estimator tab appears after a role change. When you give someone the Estimator role, the Estimator tab shows up for them right away. Everywhere

  5. v2.282.0

    Estimated duration in contract PDFs

    Contract and waiver PDFs can show the move's estimated duration, and the phone app no longer gets stuck reloading.

    2 smaller changes
    • Estimated duration in contract and waiver PDFs. Add the move's estimated duration to contract and waiver PDFs with a new placeholder. Sales

    • Phone app no longer stuck reloading. The app installed on your phone refreshes into the new version instead of getting stuck in a reload loop. Everywhere

  6. v2.281.0

    Customer contact details in contract PDFs

    Contract and waiver PDFs can fill in the customer's phone and email and list additional services.

    • NewSales

      Customer contact and services in PDF templates

      Contract and waiver PDFs can fill in the customer's phone number and email, and list additional services as plain comma-separated text. Waiver templates also offer Rate and Additional Services.

  7. v2.280.0

    Estimated weight and volume on estimates

    Estimates show a rough weight and volume once the inventory is complete, ready to use in templates. Chat stays where you are reading as new messages arrive.

    • NewSales

      Estimated weight and volume

      Once the inventory is complete, the estimate shows a rough weight and cubic volume. Add them to estimates, contracts and email templates with placeholders.

    6 smaller changes
    • Chat stays where you are reading. Chat no longer jumps to the bottom when photos or messages arrive. A jump to bottom button shows how many new messages are waiting. Inbox

    • Projected hours use the minimum estimate. Operator overview and the crew schedule project hours from each job's minimum estimate instead of its maximum. Dispatch

    • Zoho Mail replies and settings. You can reply to Zoho Mail threads, Company settings recognizes a Zoho connection, and connection errors explain what to do. Inbox

    • Contractor tax settings save. Contractor GST, HST and PST settings save for every location. Finance

    • Correct pickup and drop-off counts. Moves with several pickups show the right number of pickups and drop-offs. Sales

    • Fewer false scheduling conflicts. Adding a mover to a same-day job only checks earlier jobs on the same truck, so you see fewer false conflict warnings. Dispatch

  8. v2.279.0

    Connect a Zoho Mail inbox

    Zoho Mail accounts can now connect to MovePlnr, so their email shows in the Inbox the way Gmail does.

    • NewInbox

      Connect a Zoho Mail inbox

      Connect a Zoho Mail account to bring its email into the Inbox, the same way Gmail works.

  9. v2.278.0

    Assign one mover to several jobs at once

    Add a mover to several same-day jobs in one step, and send customers a financing link from the move or the close screen. Dispatch screens show overtime warnings, crew phone numbers and pending publishes.

    • NewDispatch

      Add a mover to several jobs at once

      Add a mover to several same-day jobs in one step. Their driver role carries over to each job.

    • NewFinance

      Send customers a financing link

      Send the customer a financing link from the Opportunity page or the Close Move screen, so they apply on their own device. Crews can send it too.

    9 smaller changes
    • See locations waiting to publish. The unpublished changes banner lists each location with pending crew changes and counts down to its automatic publish. Dispatch

    • Overtime warnings and crew details. Operator overview highlights movers scheduled over 44 hours in a week, and the crew members panel shows phone numbers and traits. Dispatch

    • Open chat from Close Move. An Open chat button on the Close Move screen takes you straight to the move's conversation. Dispatch

    • Confirm before renaming a booked customer. The app asks for confirmation before you rename a customer who has a committed move, so moves stay with the right customer. Sales

    • Mover removal alerts open the move. Notifications about a mover being removed open the move itself. Dispatch

    • Remove the Operator role from a team member. You can remove the Operator role from a team member. The app lists the future jobs it affects before you save. Admin

    • Dispatch fixes for trucks with several jobs. Crew initials are clickable on trucks with several jobs, and a re-verified move returns to its original truck when that truck is free. Dispatch

    • Storage billing shows the real charge. The storage billing table shows the amount actually charged instead of a $0 trial invoice. Finance

    • Address edits and new partners stick. Address edits keep a postal code you type in, and new partners stay in the Partners list even when they belong to another location. Sales

  10. v2.277.0

    Crew responses and offer history on Dispatch

    Dispatch tracks crew declines, timeouts and past offers on each job, with notification templates for each response. Financing appears as one option at close.

    • ImprovedDispatch

      Crew responses and offer history on Dispatch

      Crew members who decline are marked unavailable for the day, timed-out offers show an Expired badge, and each job keeps a history of who was offered it.

    3 smaller changes
    • Templates for crew responses. Set the notification wording for a crew member's yes, no and no-reply outcomes. Dispatch

    • Financing as one option at close. Financing now shows as a single option on the Close Move screen. Finance

    • Crew text replies register. Yes and no text replies from crew members update their status, and an unclear reply gets a follow-up text. Replace now swaps a mover, and you can confirm a mover yourself. Dispatch

  11. v2.276.0

    Klarna and Affirm at move close

    Offer Klarna or Affirm financing when closing a move, now from $20. Travel time can be left out for individual movers at close.

    • NewFinance

      Offer financing when closing a move

      Offer Klarna or Affirm financing as a payment option on the Close Move screen. The minimum amount for financing drops to $20.

    2 smaller changes
    • Leave out travel time per mover at close. When closing a move, you can exclude travel time for individual movers instead of the whole crew. Dispatch

    • Dispatch users land on the right page. Dispatch users go to the right starting page after login instead of an access error, and location lists show in a steady order. Everywhere

  12. v2.275.0

    GST/HST for contractors in payroll

    Payroll calculates GST/HST for contractors, and estimators get a text when an estimate is assigned. Operator overview gains sorting, and on-site estimates move to Urgent.

    • NewFinance

      GST/HST for contractors in payroll

      Payroll calculates GST/HST for contractors from their tax registrations, includes travel pay in the taxable amount and handles rate changes by date. You can preview payroll before saving.

    9 smaller changes
    • Texts for assigned estimators. When you assign an estimate, the estimator can get a text right away. Estimator

    • Sort Operator overview. Sort Operator overview by hours, days scheduled, employment status or name. Hours this week is the default. Dispatch

    • On-site estimates move to Urgent. On-site estimates move from Open to Urgent automatically, so they stand out in New Business and follow-ups. Sales

    • Payroll totals follow move changes. Monthly payroll totals update when a move is closed or edited, with projected totals shown live. Finance

    • Inbox shows the time. Inbox conversations on phones show the time as well as the date. Inbox

    • Tax-exempt line items stay exempt. Marking a line item tax exempt at close-out now saves, so it stays exempt when you reopen the move and on the invoice. Finance

    • Driver badge shows when assigned. The driver badge appears as soon as you assign someone as driver with the toggle. Dispatch

    • Inventory displays cleanly. Inventory on the Opportunity page shows clean, readable text instead of formatting code. Sales

    • Security improvements. We tightened security across the app. Everywhere

  13. v2.273.0

    Estimator updates for phones and access details

    Estimators get phone-friendly room and review screens, a badge for pending estimates, and access details for each pickup and drop-off. You can write your own lead form wording, and the Storage page lists your facilities.

    • NewEstimator

      Access details for pickups and drop-offs

      Record access details for each pickup and drop-off in Move Details, and estimates account for packing needs and access.

    • NewMarketing

      Write your own lead form wording

      Change the heading, field labels and thank-you message on your embedded lead form, with a live preview as you type.

    4 smaller changes
    • Storage facilities with contact details. The Storage page lists your storage facilities with their contact details, and each storage booking shows the facility's contact person. Admin

    • A badge for pending estimates. A red badge on the estimator tab marks pending estimates so they are hard to miss. Estimator

    • Easier-to-read estimator screens. Notes keep their line breaks, long supply names wrap, buttons stand out, and you can collapse Move Files while creating a room. Estimator

    • Estimator screens fit phones. Adding a room, Ready to estimate and the review view work on phones, and the estimate page opens after you add a storage unit. Estimator

  14. v2.272.0

    Faster pipeline counts at busy times

    Sales pipeline counts load faster during the busiest hours of the day.

    1 smaller change
    • Faster pipeline counts at busy times. Sales pipeline counts load faster during the busiest hours of the day. Sales

  15. v2.271.0

    Partner setup lists active locations only

    Partner screens and referral links list only active locations, and booking from an estimate keeps the full pickup address. The sign-in check sits inline on phones.

    3 smaller changes
    • Partner setup lists active locations only. Creating or assigning a partner shows only active locations, partner referral links skip inactive ones, and referral codes must be unique regardless of capital letters. Sales

    • Simpler sign-in check on phones. The verification check on login and sign-up sits inline with the form and works with a single tap on phones. Everywhere

    • Bookings keep the full pickup address. Booking a move from an accepted estimate keeps the complete pickup address, so dispatch no longer sees it marked incomplete. Sales

  16. v2.269.0

    Multiple pickups and text confirmations for crews

    Jobs can have more than one pickup location. Dispatch can confirm crews by text and publish crew changes on a timer, and new API leads get automatic follow-up.

    NewSales

    Multiple pickup locations on one job

    Add more than one pickup location to a job, the same way you add several drop-offs, so jobs with several pickups are planned and tracked in one place.

    ImprovedDispatch

    Crews confirm jobs by text

    With the Operator SMS Confirmation add-on, assigned crew members get a text asking them to confirm the job and reply yes or no. Set how long they have to answer and which employment types it covers, and dispatch is warned about declines and no-replies.

    • NewDispatch

      Publish crew changes on a timer

      With the Publishing Window add-on, crew changes are held and published automatically after a short timer, so crew members get one text with the final change. You can also publish right away for all locations, one location or a single job.

    • ImprovedAdmin

      Primary and secondary locations for crew

      Give a crew member a primary location while keeping them available at your other locations. Dispatch sees warnings when choosing crew for a job.

    • NewSales

      Automatic follow-up for new leads

      Leads that arrive through the API can get an automatic follow-up email and text from a template you set, so new leads hear from you right away.

    4 smaller changes
    • App updates load on phones. The app reloads into the newest version on phones after a release instead of showing an older screen. Everywhere

    • Location settings respect add-ons on phones. Contract and estimate settings stay hidden on phones when those add-ons are off, matching desktop. Admin

    • Onboarding continues after a refresh. The onboarding step that walks you through closing your first move keeps its Close Move button after a page refresh. Getting started

    • Security improvements. We tightened security across the app, including a new bot check on the sign-in and sign-up pages. Everywhere

  17. v2.268.0

    Dark mode on login and sign-up

    Login and sign-up pages display properly in dark mode, and attribution reports load faster.

    2 smaller changes
    • Login and sign-up in dark mode. Login and sign-up pages are restyled for dark mode, so every field stays readable. Everywhere

    • Faster attribution reports. Attribution and source of sale reports load faster, especially for companies with a long customer history. Reports

  18. v2.267.0

    Storage booked status and price changes

    Storage gains a Booked status, an alert for active storage not yet booked with the facility, and price changes with a minimum floor. Partners get a referral link for each location.

    • NewFinance

      Booked status and price changes for storage

      Mark storage as Booked once it is reserved with the facility, and get a notification for active storage that is not booked yet. You can also change a storage price, with a minimum floor that prevents underpricing.

    6 smaller changes
    • Referral links per location for partners. Partner details show a referral link for each location, so partners can send customers to the right branch. Sales

    • Mover phone numbers on Operator overview. Operator overview lists each mover's phone number. Dispatch

    • Change storage end dates. Editing a storage end date now saves. Finance

    • Embed form blocks past move dates. The move date picker on your lead form embed no longer lets visitors choose a past date. Marketing

    • Crew app stays connected on more networks. The crew app keeps live updates flowing on phone networks that block its usual connection. Crew app

    • Gmail sync keeps every message. Gmail sync paces itself and retries when Google asks it to slow down, so messages are not skipped at busy times. Inbox

  19. v2.266.0

    Share signed contracts by email or text

    Share a signed contract from the move by email or text, with recipients you can check first.

    • NewSales

      Share signed contracts by email or text

      Use Share signed contract on a move to send the signed contract by email or text. Recipients fill in for you, and you can edit them before sending.

  20. v2.265.0

    Review signature requests before sending

    Requesting a new signature opens a window to check recipients and choose how it goes out. The lead form embed loads on your website.

    • ImprovedSales

      Review signature requests before they send

      Request new signature opens a window where you check the recipients and choose email, text or both before it goes out. The Inbox also shows the actual To and CC on sent emails.

    1 smaller change
    • Lead form embed loads on your website. The lead capture form now loads inside your own website instead of being blocked. Marketing

  21. v2.264.0

    Overtime rules for payroll

    Set overtime rules that feed payroll, with your own thresholds, periods and employment types. Leads that reply by email can stay in Follow-Up.

    NewFinance

    Overtime rules for payroll

    Set overtime rules with your own hour thresholds and time periods, choose which employment types they cover, whether travel time counts and when they take effect. Payroll shows overtime pay with a detailed breakdown.

    1 smaller change
    • Replied leads stay in Follow-Up. When a lead replies by email, it can stay in Follow-Up instead of moving back to Open. Sales

  22. v2.263.0

    Alerts before storage periods run out

    Storage bookings near or past their end date stand out on the Storage page, and dispatchers get an alert.

    • ImprovedFinance

      Alerts when storage periods run long

      Storage bookings close to or past their planned end date stand out on the Storage page, and dispatchers get an alert, so you can stop or adjust billing in time.

  23. v2.262.0

    Embed a lead form on your website

    Add a branded lead form to your own website that creates leads in the right location. Reminders go by text, email or both, and the Monthly Business Report shows the moves behind your tips.

    NewMarketing

    Embed a lead form on your website

    Add a branded lead capture form to your own website with a short embed code. Choose the fields and colors, and each submission creates a lead in the location you pick and can notify your team.

    • FixedSales

      Send reminders by text, email or both

      Choose text, email or both when you send a reminder, and edit the message before it goes. Links in text reminders arrive intact.

    • ImprovedReports

      See the moves behind your tips

      Click Tips in the Monthly Business Report to see the moves that make up the total for the location and dates you picked.

    6 smaller changes
    • Notifications when payment links are sent and paid. Your team gets a notification when a Stripe payment link is sent and again when the customer pays it. Finance

    • Worker locations in Payroll. The Payroll employees list shows each worker's location, and the employee page shows it in the header. Finance

    • Deposit payment buttons respond. Send payment link and Collect card payment work from the deposit window, and Stripe receipts attach to the move automatically. Finance

    • Inbox replies fill in recipients. Replying in a conversation fills in the To and CC addresses, and long text messages wrap inside their bubble. Inbox

    • Close Move opens for every move. The Close Move screen opens for moves that used to fail to load. Dispatch

    • Claimed leads show in follow-ups. Leads you claimed from another location now appear in your New Business follow-ups. Sales

  24. v2.261.0

    Smaller chat photo previews

    Chat photo previews take less space, and notification links open pages you can reach.

    2 smaller changes
    • Smaller chat photo previews. Chat photo previews are more compact on desktop and phone, so more of the conversation fits on screen. Inbox

    • Notification links open the right page. Notifications and redirects open pages that exist and that your role can see. Everywhere

  25. v2.260.0

    Push notifications for crews and company templates

    Crew members who install the app get push notifications for chat messages. Company templates let you write a template once and use it at every location.

    NewCrew app

    Push notifications for crews

    Crew members who install the app on their phone can turn on push notifications for new chat messages and for photo uploads waiting to resume. Each device has its own switch in notification preferences.

    • NewCompany settings

      Company templates for every location

      Write a contract, estimate, waiver, review or invoice template once in Company settings, then fill in each location's details and turn it on where you need it. A preview shows the finished wording.

    • ImprovedSales

      Replace a contract PDF in place

      From the contract's Danger Zone, swap in a new PDF and place the fields again without starting a new contract.

    7 smaller changes
    • Alert when a signed job loses its truck. Dispatch and admins get a notification when a job is signed but the truck it was booked on is no longer free. Dispatch

    • Screen stays awake during photo uploads. The phone screen stays on while chat photos upload, and a warning shows when photos are still queued. Crew app

    • Payment link status in the crew close view. Stripe payment link payments show in the crew's close view, even after the app reconnects. The Stripe success message appears only for Stripe payments. Crew app

    • Approved time off matches the schedule. The time off summary on Operator overview shows the full approved period, matching the schedule. HR

    • Emails stay readable in dark mode. Emails in the Inbox keep their own styling contained, so the rest of the page stays readable in dark mode. Inbox

    • TV Link unclaimed count stays live. The unclaimed count on TV Link updates when a lead is released automatically after a follow-up timeout. Sales

    • Trial accounts land on the right page. Trial accounts without a location are no longer sent to a location dispatch dashboard, and the report a problem link works. Getting started

  26. v2.259.0

    Kick-off cards post on a timer or stage

    Kick-off cards now run from one company setting and post at a set time or when a move reaches a stage you choose. Contract PDFs open every time.

    • NewDispatch

      Kick-off cards post on a timer or stage

      Kick-off cards now use one company-wide setting. Choose whether the card posts at a set time or when the move enters a stage you pick.

    2 smaller changes
    • Contract PDFs open every time. Signed contract PDFs open from the move instead of sometimes showing a not-found error. Sales

    • Refresh now shows progress. The Refresh now button shows that the update is loading and finishes on the first tap, including on iPhone. Everywhere

  27. v2.255.0

    Refresh now loads the latest version

    The Refresh now button on the update banner loads the newest version of the app again.

    1 smaller change
    • Refresh now loads the latest version. The Refresh now button on the new version banner loads the latest version of the app again. Everywhere

  28. v2.254.0

    Daily storage quotes and steady arrival times

    Daily storage quotes offer Days as a duration and show the right billing schedule. Switching trucks keeps the arrival window, and supervisors can complete dispatch verification.

    2 smaller changes
    • Daily storage quotes and billing. Daily storage quotes offer Days as a duration, the schedule shows the daily billing cadence, and paid status matches on the list and detail views. Finance

    • Switching trucks keeps the arrival time. Changing a move's truck keeps its arrival window, and supervisors can close moves through dispatch verification. Dispatch

  29. v2.253.0

    Kick-off cards and signed waiver emails

    Move stages can post a kick-off card to chat, and customers receive a copy of every waiver they sign. Close-out keeps manual payments and shows how the move was paid.

    • NewDispatch

      Kick-off cards in move chat

      Turn on a move stage option to post a kick-off card that lays out the move in chat. Dispatch chat headers also show where the move is.

    • FixedSales

      Customers get a copy of each signed waiver

      After a customer signs a waiver, the signed copy is emailed to them as the form promises, and a note in chat confirms it was sent.

    • FixedDispatch

      Close-out keeps manual payments

      Cash and e-transfer payments entered during close-out stay saved if the page reloads, and you can edit them. The payment summary shows the right currency and the payment method.

    7 smaller changes
    • Review Collection report for Marketing Managers. Marketing Managers can open the Review Collection report from Reports. Reports

    • Five-star QR reviews go to Google. Customers who give five stars after scanning the post-move QR code go to Google to post their review. Lower ratings still open your private feedback form. Marketing

    • File search covers every file. Searching and filtering customer and move files covers all results instead of only the current page, and the Sales pipeline loads page by page for speed. Sales

    • Clearer chat cards. Move chat cards show the move's stage at a glance, and photos with different tags stay in separate groups. Inbox

    • Smoother close-out in the crew app. Crews can add photos to a closed move's chat, see a clear notice on a move that is already closed, and return to the job chat after closing. Unplanned drop-offs show the right next step. Crew app

    • Past pay periods open in payroll. Previous pay periods open without errors, and payroll pages work for companies still finishing setup. Finance

    • Links from texts open after an update. Links opened from a text message load correctly, even right after the app updates. Everywhere

  30. v2.252.0

    Signup completes without errors

    New companies can finish signing up, including the verification step, and stuck chat photo uploads stop retrying forever.

    2 smaller changes
    • Signup completes without errors. New companies finish signup and sign in, including the verification code step when it applies. Getting started

    • Stuck chat uploads stop retrying. A chat photo that keeps failing stops retrying after several attempts instead of looping in the background. Inbox

  31. v2.251.0

    Rescheduled moves save their changes

    Changes made while rescheduling a move save again.

    1 smaller change
    • Rescheduled moves save their changes. Edits you make while rescheduling a move now save. Dispatch

  32. v2.250.0

    Collect a deposit with the contract

    Contracts can collect a deposit before or after the customer signs. Paging through the move list is steadier.

    NewSales

    Collect a deposit with the contract

    Turn on deposit collection for a contract and choose whether the customer pays before or after signing. It works for locations with the Stripe add-on and a connected Stripe account.

    1 smaller change
    • Steady paging in the move list. Moves that share the same time no longer repeat or go missing as you page through the move list. Sales

  33. v2.249.0

    Start the day for every truck at once

    Moves can advance after the job has started, and one action starts the day for every truck. Photo uploads from phones are faster.

    • ImprovedDispatch

      Start the day for every truck at once

      You can advance a move after the job has started. Multi-truck moves open with every truck lane showing, and one click starts the day for all trucks.

    1 smaller change
    • Faster photo uploads on phones. Photo uploads from phones finish faster on good connections. Crew app

  34. v2.248.0

    Payroll warns about missing wage rates

    Process Payroll warns you when a mover has hours but no wage rate, and you can edit a booked move's arrival window on your phone. Arrival windows, travel time and Stripe fees stay accurate.

    • NewFinance

      Payroll warns about missing wage rates

      Process Payroll flags any mover who has hours but a zero wage rate, so you can fix their pay before you run payroll.

    • ImprovedSales

      Edit arrival windows on your phone

      The Opportunity page works better on phones, and you can change a booked move's arrival window from mobile.

    8 smaller changes
    • Notification settings for your role. Notification preferences show only the options that apply to your role, so the list is shorter and easier to scan. Profile

    • Remove tags from many chat photos at once. Select several chat photos and remove their tags in one step. Tag changes show for everyone in the chat right away. Inbox

    • Call card collapses after you log the outcome. Once you record the result of a customer call, the call card collapses to keep the activity view tidy. Sales

    • Arrival windows stay put when trucks or crew change. Saving truck or crew changes no longer shifts the move's arrival window. Dispatch

    • Travel time stays on the right payroll day. After a move is rescheduled, its travel time moves with it, so payroll shows the hours on the correct day. Finance

    • Stripe fees and receipts on one-off payments. One-off Stripe payments record their fees correctly and save the receipt PDF where it belongs. Finance

    • Late-signed moves leave Uncommitted. When a customer signs late, the move leaves Uncommitted and dispatch puts its trucks back as expected. Referral notifications no longer count as customer replies. Sales

    • Replies skip old addresses. Replying to an email thread no longer adds back addresses that were dropped from the conversation. Inbox

  35. v2.247.0

    Promo codes carry through to opportunities

    Promo codes entered on your web forms follow the lead into the opportunity and match partner referral codes. Dispatch shows truck staffing correctly, and the Sales pipeline opens faster.

    • ImprovedMarketing

      Promo codes carry through to opportunities

      Promo codes entered on your web forms follow the lead into the opportunity. A code that matches a partner's referral code links the partner automatically, and an unrecognized code is kept for review.

    3 smaller changes
    • Faster Sales pipeline. The Sales pipeline loads less data for each opportunity, so it opens faster. Sales

    • Accurate truck staffing on Dispatch. Fully staffed trucks no longer show open spots, and Reuse crew assigns everyone in one step without errors. Dispatch

    • PDF signing on older browsers. Customers on older browsers can open and sign PDFs without the page crashing. Sales

  36. v2.246.0

    Chat photos upload on spotty signal

    Chat photos keep uploading in the background on weak signal, and only the lead crew member can close a move. Texts and emails from the CRM send more reliably.

    • NewCrew app

      Chat photos upload on spotty signal

      Chat photos retry in the background, compress to suit the connection and resume large uploads where they stopped, so crews in the field can share photos without switching apps.

    5 smaller changes
    • Only the lead crew member closes the move. Close Move appears only for the lead crew member. Everyone else sees a note in chat saying the lead needs to close it. Crew app

    • Lead claim cooldown applies every time. The wait time between lead claims applies on every claim, and reps see when they can claim next. Sales

    • CRM texts and emails send reliably. Text messaging keeps working after a rep has been away for a while, and emails send to contacts whose names include a comma. Inbox

    • Travel times update after a reschedule. Moving a job to a new date recalculates its travel time, so the old estimate no longer shows on the schedule. Dispatch

    • A clear message for empty uploads. Submitting a move step upload with no file attached shows a clear message instead of a system error. Crew app

  37. v2.245.0

    Merge duplicate customer sources

    Admins can merge duplicate customer sources, and closing a move catches payment link payments and missing payments on every path.

    • NewMarketing

      Merge duplicate customer sources

      Admins can combine two customer sources into one to clean up duplicates. A merge can be undone if you pick the wrong pair.

    2 smaller changes
    • Payment link payments show at close. When a customer pays through a Stripe payment link, the close screen updates right away, and you can finish closing the move without refreshing. Dispatch

    • No-payment warning on every close path. The no-payment warning also appears on Request dispatch verification and Close without verification, so no move closes unpaid by accident. Dispatch