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.
37 releases: 43 new, 42 improved and 69 fixed.
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37 releases
Chats and unread counts load faster, and accounts with only the HR or Estimator role open every page.
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
HR users see their full menu and stay in HR as they move between pages.
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
A new HR role manages team members and payroll without full admin access. Dispatch can schedule training sessions with trainers and trainees.
Give office staff the HR role to add and manage team members and handle payroll tasks without full admin access.
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.
Connect QuickBooks Online to send invoices, payments and payroll to your books. Payroll review now shows overtime, and taxes follow the job location.
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.
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.
Tax is calculated from the job location, so a move in another province or region gets that rate instead of your home rate.
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.
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
Contract and waiver PDFs can show the move's estimated duration, and the phone app no longer gets stuck reloading.
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
Contract and waiver PDFs can fill in the customer's phone and email and list additional services.
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.
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.
Once the inventory is complete, the estimate shows a rough weight and cubic volume. Add them to estimates, contracts and email templates with placeholders.
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
Zoho Mail accounts can now connect to MovePlnr, so their email shows in the Inbox the way Gmail does.
Connect a Zoho Mail account to bring its email into the Inbox, the same way Gmail works.
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.
Add a mover to several same-day jobs in one step. Their driver role carries over to each job.
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.
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
Dispatch tracks crew declines, timeouts and past offers on each job, with notification templates for each response. Financing appears as one option at close.
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.
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
Offer Klarna or Affirm financing when closing a move, now from $20. Travel time can be left out for individual movers at close.
Offer Klarna or Affirm financing as a payment option on the Close Move screen. The minimum amount for financing drops to $20.
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
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.
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.
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
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.
Record access details for each pickup and drop-off in Move Details, and estimates account for packing needs and access.
Change the heading, field labels and thank-you message on your embedded lead form, with a live preview as you type.
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
Sales pipeline counts load faster during the busiest hours of the day.
Faster pipeline counts at busy times. Sales pipeline counts load faster during the busiest hours of the day. Sales
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.
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
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.
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.
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.
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.
Give a crew member a primary location while keeping them available at your other locations. Dispatch sees warnings when choosing crew for a job.
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.
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
Login and sign-up pages display properly in dark mode, and attribution reports load faster.
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
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.
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.
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
Share a signed contract from the move by email or text, with recipients you can check first.
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.
Requesting a new signature opens a window to check recipients and choose how it goes out. The lead form embed loads on your website.
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.
Lead form embed loads on your website. The lead capture form now loads inside your own website instead of being blocked. Marketing
Set overtime rules that feed payroll, with your own thresholds, periods and employment types. Leads that reply by email can stay in Follow-Up.
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.
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
Storage bookings near or past their end date stand out on the Storage page, and dispatchers get an alert.
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.
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.
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.
Choose text, email or both when you send a reminder, and edit the message before it goes. Links in text reminders arrive intact.
Click Tips in the Monthly Business Report to see the moves that make up the total for the location and dates you picked.
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
Chat photo previews take less space, and notification links open pages you can reach.
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
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.
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.
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.
From the contract's Danger Zone, swap in a new PDF and place the fields again without starting a new contract.
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
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.
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.
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
The Refresh now button on the update banner loads the newest version of the app again.
Refresh now loads the latest version. The Refresh now button on the new version banner loads the latest version of the app again. Everywhere
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.
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
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.
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.
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.
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.
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
New companies can finish signing up, including the verification step, and stuck chat photo uploads stop retrying forever.
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
Changes made while rescheduling a move save again.
Rescheduled moves save their changes. Edits you make while rescheduling a move now save. Dispatch
Contracts can collect a deposit before or after the customer signs. Paging through the move list is steadier.
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.
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
Moves can advance after the job has started, and one action starts the day for every truck. Photo uploads from phones are faster.
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.
Faster photo uploads on phones. Photo uploads from phones finish faster on good connections. Crew app
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.
Process Payroll flags any mover who has hours but a zero wage rate, so you can fix their pay before you run payroll.
The Opportunity page works better on phones, and you can change a booked move's arrival window from mobile.
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
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.
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.
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
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.
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.
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
Admins can merge duplicate customer sources, and closing a move catches payment link payments and missing payments on every path.
Admins can combine two customer sources into one to clean up duplicates. A merge can be undone if you pick the wrong pair.
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