33 releases: 59 new, 45 improved and 72 fixed.
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33 releases
Embed forms, ads, attribution and reviews now share one Marketing module, and estimates suggest crew options ranked by cost.
Embed forms, ads, attribution and reviews live together in a Marketing module for Marketing Managers and admins.
Estimates suggest other crew setups ranked by cost and let you switch with one click. The breakdown notes when travel is included.
See how your web forms convert. The Marketing module shows how many visitors load each embed form, submit it, or get turned away. Marketing
Partner sign-in help. Partners see the real reason a sign-in fails and can reset a forgotten password. Partner portal
Estimates keep services and correct elevator times. Services added to a move carry into the estimate when a discount is present, elevator warnings use the move's time zone, and estimates keep working if an AI step returns bad data. Sales
Filter and sort Team Member Hours. Filter Team Member Hours by location and status, and sort by any main column. Admin
Easier claims filtering. Filter claims by location, status, search and date. The page tells you when filters are hiding results. Claims
Self-serve estimates update the move. Move date and drop-off stops entered on a self-serve estimate save to the move, in the move's time zone. Sales
Sort referred moves and open breakdowns in a new tab. Sort a partner's referred moves by date, value or commission. Sales Coaching lists newest first, and the estimate breakdown opens in a new tab. Sales
Revoked payments void in QuickBooks. Revoking a move payment also voids the matching QuickBooks document. Finance
Connect bank feeds, match payments and payouts, and reconcile them in a new cash-basis finance area.
Connect your bank feeds, match deposits and payouts to payments, track clearing accounts, and reconcile payouts in one finance area. Refunds, payroll and storage receipts carry their match through to QuickBooks.
Inventory analysis uses the newest photos. On moves with many inventory photos, analysis picks up the latest uploads and lists every file. Sales
Security improvements. We tightened security across the app. Everywhere
This update tightens security across the app.
Security improvements. We tightened security across the app. Everywhere
Web forms ask about building access for every address, and the Estimate Accuracy report can preview what today's estimator would have said.
Embed forms ask about building type, elevator and stairs, and the full-quote form asks for every address on the route.
In the Estimate Accuracy report, open a row to see what the current estimator would have said for that move, without changing anything. Quality flags only mark moves with no crew hours.
Searchable QuickBooks account picker. Search QuickBooks accounts by name and type when mapping your chart of accounts. Mapped cards collapse into a summary. Finance
The app starts faster. The installed app loads less code at start, and notification sounds work offline. Everywhere
Fewer full-page errors. When a record is missing, the page shows what it can instead of switching to an error screen. Everywhere
Forms limited to your websites accept submissions. Embed forms limited to your own websites accept submissions again. Marketing
Assign crews to labor-only jobs. Adding or removing crew on a labor-only job works without an error. Dispatch
An opportunity without an estimate breakdown opens normally instead of showing an error page.
Opportunity page opens without an estimate breakdown. An opportunity with no estimate breakdown opens normally and shows what it has, instead of an error page. Sales
Handle damage claims and complaints in one place, split overdue balances into payment plans, and give your yard custom truck checklists.
With the Claims add-on, start a claim or complaint from the move, then keep files, notes, tasks, evidence and crew strikes in one case timeline.
Split a customer's overdue balance into a set number of card payments, with fees added so you receive the full amount. You can write off part of the balance or cancel a plan.
Turn on automatic strike deductions for chosen employee types. Payroll shows each deduction, which you can edit or zero out, and paystubs show it too.
Estimates include a time breakdown and an explanation, check the inventory, and compare against similar past moves. The Estimate Accuracy report shows how close estimates came.
Customers can start a quote on one device and finish it on their phone, get a best-fit truck suggestion, and add or reorder stops. Your team sees quote activity on the opportunity.
Write checklists, assign them to a truck, tag or group, and set how often they are due. Crews tick items, add photos and submit notes.
Weather for pickup and drop-off. Estimates show the forecast for both the pickup and drop-off addresses, with more detail as the move date gets closer. Sales
Copy a payment link. Copy a payment link to share it any way you like, instead of only sending it by email or text. Finance
See when team members were added. Team Members shows the date each person was added. Admin
Storage placeholder for templates. Contracts, estimates, waivers and invoices can show storage details automatically, with fallback text when no storage is booked. Sales
Yard lists sorted like dispatch. Stock location pickers list containers first, truck lists follow truck group priority, and supplies link to stock items so job close costs them. Yard
Purchase orders show prices and receiving. Purchase orders show prices and receiving progress, and the file chooser has a clear upload button. Yard
Self-estimates keep move details. Self-estimates save the customer's access details and drop-off, and add them to office notes. Sales
Leads from lead providers reach the CRM. Leads from lead-provider emails reach the CRM even when reading the email fails at first. Sales
Coaching credits used only for finished analyses. A coaching credit is used only when the analysis completes. Summary stats stay complete, and drill-downs mark which deals are locked. Sales
Payment methods match the location. The payment screen lists only the payment methods for the selected location. Finance
Save truck stock targets as presets and assign them by group, truck or tag. Closed opportunities keep their step history.
Save stock targets as presets and assign them to a truck group, a single truck or a truck tag. Low-stock alerts check each truck.
Clearer purchase orders with receipts. Purchase orders label each field and need a receipt or invoice unless you say you do not have one and why. Yard
Step history stays on closed opportunities. Converted, closed and lost opportunities keep their step cards so you can review what happened. A won move that was later cancelled reads as won, then cancelled. Sales
Follow-up report shows the sequence stage. The New Business follow-up report shows each lead's step in the sequence or marks it Custom. Log Activity no longer starts a custom follow-up by default. Reports
Lead pages show the follow-up sequence as step cards, and email leads get another try when sorting them fails.
Lead pages show the follow-up sequence as a stack of steps: what is done, the current step with its timer, and what comes next. Side steps show as chips.
Timer receipts show real pause times. A lead's timer receipt shows how long each call actually paused it, instead of a flat 30 minutes. Sales
Estimate visit address follows the pickup. When a move's pickup address changes, a pending detailed estimate updates its visit address and the estimator is notified. Sales
Email leads get another try. If sorting an incoming email lead fails for a moment, it is tried again instead of being skipped, for Gmail, Outlook and Zoho. Sales
Detailed estimates match your add-ons. The detailed estimate screen appears only for companies with the Estimates add-on, so it never opens and then fails. Sales
Set a payroll location for each person so payroll filters return the right totals, and assign the Yard Manager role from the team member screen.
Set a payroll location for each team member so payroll reports filtered by location return the right people and totals.
See who usually works elsewhere. Operator Overview flags operators who usually work away from their main location, based on their primary and secondary locations. Dispatch
Assign the Yard Manager role. Pick Yard Manager on the team member screen, and existing Yard Managers keep the role when you save. Yard
Hourly estimates stay hourly when finalized. Finalizing an estimate keeps hourly pricing instead of switching to flat rate. Sales
Picking a truck converts a labor-only job. On Edit Move, choosing a truck turns a labor-only job into a regular truck job. Dispatch
On iPhone and iPad, the home-screen app finishes updating instead of reloading in a loop.
iPhone and iPad app stops reloading in a loop. On iPhone and iPad, the home-screen app finishes updating instead of reloading over and over or sticking on Updating. Everywhere
Drag lead form fields into any order and set their width. Embed forms also download less code.
Drag fields on your embed lead form into any order and set each one to full or half width.
Embed forms open sooner. Embed forms download less code, so they open sooner for visitors. Marketing
Estimate trucks get full cards on the Job Assignments board, and website forms load faster.
Estimate trucks appear as full cards in a pinned Estimates group at the top of the Job Assignments board.
Labor-only row in the weekly overview. The weekly overview on Job Assignments has a Labor Only row with a daily count, and labor-only cards read as crew-only jobs. Dispatch
Website forms load faster. Lead and quote forms on your website load a lighter version of the app, so visitors see them sooner. Marketing
Pause timers on re-claimed leads. You can pause a lead's timer after the lead times out and is claimed again. Sales
Add a multi-step quote form to your website, and track self-estimates more easily in New Business.
Add a multi-step quote form to your website so customers can request a detailed quote. Choose the steps, edit the wording, and preview it before it goes live.
Self-estimates show a status badge in New Business and move to urgent when submitted. Customer photos are saved to the lead, and a furniture list is built from them.
See when and by whom partners were added. Sort partners by the date they were added and see who added them. Daily reports include a partner section. Sales
Booked estimate trucks show on the board. Trucks booked for estimates show a time-range badge on the Job Assignments board instead of looking idle. Dispatch
Closing a move has a searchable, alphabetical operator picker.
Searchable operator picker when closing a move. When closing a move, search an A to Z list of operators. People already added do not appear again. Dispatch
Plan moves that span several days, and let customers fill in their own detailed estimate from a link. Payroll review now shows hours worked.
Give a move an end date and plan it across several days. Truck and crew availability, the Dispatch board, calendar capacity and payroll all follow the full span, and training sessions warn about trucks a multi-day move is using.
Send a customer a link by email or text so they can fill in their detailed estimate before you finalize it.
Payroll review shows hours worked and extra hours in every table. A Details button on adjustment rows explains how each amount was calculated.
Play call recordings faster. Choose a faster playback speed on call recordings in the Inbox. Inbox
Add services after an on-site estimate. You can still add and edit services on a deal after an on-site estimate is done. Sales
Business report totals line up. In the Monthly Business report, Collections Status and Revenue Breakdown reconcile to the same total after tax. Reports
Labor-only jobs assign without a truck. Assign movers to labor-only jobs without being sent to pick a truck, and labor-only estimates no longer show a truck count. Dispatch
Drivers and leaders stay correct on the board. A driver stays assigned to a truck's second job of the day, and removing a leader from every crew clears them as the move's leader. Dispatch
Card payments record even if the screen closes. A card charge and its tip are recorded even if the payment screen closes before it finishes, and never twice. Finance
Estimate bookings keep the time you picked. Booking an estimate saves the date and time you chose. Sales
Remove out-of-system sales entries. Out-of-system sales rows in payroll can be deleted, even when their total is zero or below. Finance
No overtime badge for contractors. Independent contractors no longer show an overtime badge on the Operator Overview. Dispatch
Email, call and text syncing keeps up. Gmail sync handles busy mailboxes and old threads without stalling, and Quo calls and texts sync even when some details are missing. Inbox
Smoother contract signing on Android. Signing a contract on Android with more than one finger on the screen works without errors. Sales
Call buttons work without the phone widget. If the phone widget is not loaded, the call button shows the number so you can copy it. Inbox
Photo uploads accept images only. Inventory and estimate photo uploads tell you right away when a file is not an image. Sales
Clean MoveBuddy addresses and notes. Addresses and notes from MoveBuddy come in clean and map correctly. Sales
Duplicate customer link opens. The duplicate customer link in Create Customer opens the right page from an Opportunity page. Sales
Partners can send you leads through their own referral form, and embed forms get more layout options.
Partners can send you leads through a referral form. Referral opportunities carry a badge that shows whether the lead is local or long distance.
Choose a layout that fits the space your embed form sits in, style its text, and send visitors to your own page with tracking after they submit.
Commissions and sales adjustments match in payroll. Sales commission thresholds calculate the same way everywhere, and a sales adjustment made for a later period shows in that period's payroll. Finance
Paid invoices show no balance due. Invoices with more than one discount add them up correctly, so a paid invoice shows nothing owing. Finance
New leads get the right name and location. Leads created from email use the right customer name and location, and your own automatic emails no longer count as customer replies. Sales
Clearer Truck Yard Manager layout. Truck Yard Manager pages are reorganized and follow the location you have selected. Yard
Month views load with incomplete crew details. Dispatch month views load even when a crew member record is missing details. Dispatch
Track truck yard stock, handoffs and maintenance with the new Truck Yard Manager. You can also connect several QuickBooks companies and route them by location.
Run your truck yard in MovePlnr with the Truck Yard add-on: track supplies and stock, hand trucks between crews, log maintenance and alerts, and mark trucks out of commission.
Connect more than one QuickBooks Online company and choose which locations post to each.
The Dispatch and Estimator estimate lists match, with separate columns for the estimate date and the move date. The estimator's estimate page is easier to read.
Edit Booking from the estimates list. Reschedule or reassign an estimate straight from the estimates list. Dispatch
Your theme choice stays after signing out. Light, dark or system theme stays as you set it after you sign out and back in. Everywhere
The app recovers after an update. If an open tab falls out of date after an update and hits an error, it refreshes itself once instead of leaving you stuck. Everywhere
Send estimates without errors. Sending an estimate no longer fails at the last step. Sales
Worked leads stay claimed. A call that logs late no longer resets the follow-up timer and unclaims a lead you are working. Sales
Estimator-only accounts open the app. People with only the Estimator role can sign in and use the app without an access error. Estimator
See estimator availability when booking estimates, reschedule or reassign them from the Opportunity page, and track unpaid deposits on a new tab.
See each estimator's week when booking an estimate. If they are busy, the app suggests the next open time instead of the end of the day.
Change an estimate's time or its estimator from the Opportunity page. The sales feed and notifications update to match.
A Requires Deposit view lists jobs still waiting on a deposit, with badges on assignments and payments and a warning as the move date gets close.
MoveBuddy emails are recognized, offers get a reply, and each lead becomes a single opportunity with its emails attached. Settings show the connection's health.
Phone, email and residence type placeholders. Estimate, contract, waiver and notification templates can include the customer's phone and email, plus the residence type at pickup and drop-off. Sales
Calls link to customers added after the call. A call that came in before you created the customer now attaches to that customer, so their history is complete. Inbox
Estimates keep their rate type. Hourly estimates stay hourly after sending or after the customer picks e-transfer for the deposit. If a move has no drop-off address, you get a warning before sending. Sales
Inventory photos work in more formats. Inventory photo analysis accepts iPhone and newer Android photo formats. If a photo cannot be read, you see an error instead of an empty result. Sales
Update prompts wait until the update is ready. The update banner asks you to refresh only once the new version can load. Everywhere
Leads marked invalid can be restored to New Business, and percentage deposits apply before the contract is sent.
Restore leads marked invalid. Restore a lead marked invalid and it returns to New Business with its original details and dates, without restarting the urgent timer. Sales
Percentage deposits apply before the contract. A deposit set as a percentage of the estimate is calculated and requested before the contract is sent. Sales
Scheduled review emails send again. Review request emails that were queued before the last update go out as planned. Marketing
Gmail, Microsoft 365 and Zoho settings now live on one email page, and long calls get full transcripts.
Email settings for Gmail, Microsoft 365 and Zoho live on one page. Choose who messages send from, keep an inbox private, and set send-as addresses for each inbox.
Long calls get transcripts. Very long calls are transcribed in parts, so they get a full transcript. Inbox
Connect Quo as your phone system for calls and texts, and dispatch crews on labor-only jobs without a truck.
Use Quo as your phone system in MovePlnr. Connect it in Company settings, map each number to a team member, and calls, recordings, voicemails and texts flow into the Inbox.
Choose Labor Only to dispatch a crew without a truck.
Move details open with clock rounding off. Move details load when a job timer was used and clock rounding is turned off. Dispatch
Move details show the job timer start and stop history and how it adds up to billed time.
Move details show each timer start and stop and how the time adds up to billed hours, including rounding and adjustments.
HR users can switch locations. People with the HR role can change locations to manage team members at each branch. HR
Estimates and agreements send on time. Estimates and agreements reach customers promptly again after a delay in sending. Sales
New leads get their own urgent timer that pauses during calls, and booking an estimate claims the lead. Sales reports now separate Close Rate from Win Rate.
New leads from email, your website and embed forms get their own urgent timer. The timer pauses during an active call, and you can require a first contact before a lead can be paused.
Booking an estimate claims the lead for you and moves the next sales follow-up to the day after the estimate.
Sales reporting splits two numbers that shared one name into Close Rate and Win Rate. The Revenue module, Sales report and TV Link show the same figures.
Automatic replies to new leads send from your company mailbox and stay in the same conversation. A Send from picker lets you choose an alias.
Set invoice text and settings for a specific contract type instead of one template for every invoice.
Change the deposit amount while sending a contract, without changing the contract's default.
The pipeline feed shows how each lead started. The communications feed opens with how the lead came in, shows the next step in bold, and records when a lead is lost. Sales
Cancellation reason on move details. A cancelled move shows why it was cancelled on its details page. Dispatch
Sales Coaching uses your CRM source. Deal origin in Sales Coaching uses the source in your CRM first and shows the first contact separately. Sales
Speaker labels on transferred calls. Transcripts of transferred calls and calls with several reps label each speaker correctly. Inbox
Reactivate archived storage facilities. Reactivate an archived storage facility instead of creating it again. The location picker hides closed locations, and labels display correctly. Admin
Overdue totals skip deposit-only rows. Overdue and outstanding balances on the payments summary leave out deposit-only rows. Finance
Quick view shows mentor and trainee shares. The sales target quick view shows the trainee and mentor split for mentorship targets. Finance
All shows every estimate. On the Estimates page, All includes completed and cancelled estimates, and the empty state says what is hidden. Dispatch
TV Link reloads itself after updates. A TV Link screen reloads on its own when a new version is out and recovers if it stops refreshing. The dashboard team picker lists only Sales staff. Reports
Add your own accounts to the chart of accounts, and transferred calls keep their full recording.
Add custom accounts and edit account descriptions. Info tips on the P&L and Monthly Costs pages explain each account.
Booked moves show on crew days off. If a crew member is marked off but still booked, their move shows on the schedule instead of being hidden. Dispatch
Transferred calls keep the full recording. When a call is transferred, the recording includes the whole conversation, not only the part before the transfer. Inbox
Clear message when replying to a removed review. Replying to a Google review that no longer exists shows a clear message instead of a server error. Marketing
See a profit and loss built from your jobs, and connect Outlook or Microsoft 365 mailboxes to the Inbox.
See a monthly profit and loss built from your jobs, with a chart of accounts, a monthly cost grid, and the margin on each move.
Connect a Microsoft 365 or Outlook mailbox, and its emails flow into the Inbox the same way Gmail and Zoho do.
Customers can come back to pay a deposit. A customer who accepted an estimate or signed a contract but left before paying can return and finish the deposit. Sales
Edit storage frequency. You can change the frequency on a storage facility again. Admin
Clearer Sales Coaching insights. Sales Coaching insights track credits accurately, chart history correctly, and link straight to the call behind each insight. Sales
Assign a driver to each truck on multi-truck moves, and spot unpaid deposits on unassigned jobs.
On multi-truck moves, pick a driver for each truck on the assignments board.
Unassigned jobs show a label while a required deposit is unpaid, with a separate tag when the customer chose e-transfer. You can add payment instructions for customers who pay offline.
Sales Coaching insights in the inbox view. Sales Coaching shows its insights beside each conversation in a cleaner inbox view. Sales
Pick the sales mentor when assigning a target. Sales targets are set company-wide, and you choose the mentor when you assign a target to a rep. Finance
Duplicated moves keep their pricing. Duplicating a move keeps its pricing type, named rate, and estimated weight and volume, so a flat-rate move stays flat rate and smart rates and deposits work on the copy. Sales
Collections totals add up. The monthly collections breakdown has a separate overpayments line, so overdue plus outstanding matches the total not collected. Reports
Set deposits as a percentage of the estimate, split sales targets between a trainee and a mentor, and take storage payments outside Stripe.
Set the deposit as a percentage of the estimate instead of a fixed amount, and change it for a single opportunity when needed.
Split a sales target between a trainee and a mentor, each with their own bonus. Target and commission views show both shares.
Activate a storage booking with a payment method you record yourself, instead of a Stripe card payment.
Direct links to storage bookings. Open or share a link that goes straight to a storage booking, without searching for it. Sales
Sales Coaching on the Add-ons page. Sales Coaching is listed on the Add-ons page in Company settings with your other add-ons. Company settings
Supervisor crew chats stay pinned. A supervisor sees the chats for jobs they are on pinned to the top in every view, not only Today and Tomorrow. Crew app
Confirm before cancelling an estimate request. Cancelling an estimate request asks you to confirm first, on desktop and mobile. Sales
Lead follow-up reaches returning customers. Returning customers matched by phone number get the lead follow-up email for their new inquiry. Sales
Payment reminders include tax. Invoices sent with payment reminders include the location taxes, so the total matches what you charge. Finance
Smoother updates and mobile menus. The app finishes updating to a new version instead of reloading again and again. On phones, the Company settings menu shows its sections and photo tags scroll by touch. Everywhere
TV dashboard reconnects on its own. A TV dashboard left on for days reconnects after its sign-in expires, so it keeps updating. Reports
Open a move from a partner profile. Opening a move from a partner profile works again. Sales
Sales Coaching reviews the conversations on each deal and shows reps what to work on. The Estimates list also works on phones and tablets.
The Sales Coaching add-on reviews the calls, texts and emails on each deal and shows each rep what went well and what to work on. Open it from your profile menu, see the team roster, and manage coaching credits in settings.
Final storage prices at a glance. Sales and coordinators can open a price dropdown on storage pages to see final prices while talking with a customer. Sales
Team Members shows the traits you set. Team Members shows the traits set in Admin, and the old built-in Trainer trait is gone. Admin
Estimates list works on phones. The Dispatch Estimates list switches to cards on phones and tablets, so you no longer scroll sideways. Dispatch
Rescheduling a multi-truck move moves its travel time to the new date for every truck.
Travel time follows a rescheduled move. When a multi-truck move changes date, its travel time moves with it for every truck, so the old day no longer counts it. Finance
Customers can pay a deposit right after accepting an estimate, and dispatchers can verify a move from its chat.
Customers can pay a deposit right after accepting an estimate, even when no contract is attached.
Dispatchers and admins can verify a move right from the chat. Older verification requests collapse so the current one stands out.
Searchable, sorted source lists. Sources are sorted A to Z, and the source pickers on customers and in the merge dialog are searchable. Marketing
Correct travel time on multi-truck moves. Each crew member on a multi-truck move gets travel time for their own truck only. Finance
Commission now splits between the booker and the partner owner, and Inbox replies send from the right mailbox.
Sales commission splits on its own between the person who booked the move and the partner owner, using the partner owner's commission percentage.
Inbox replies send from the right mailbox. A reply in the Inbox sends from the mailbox that owns the conversation, instead of staying as a draft. Inbox
Fewer unexpected sign-outs. The app retries once before signing you out after a brief connection error. Everywhere
Clear message when a card is declined. If your card is declined during signup or when paying for your plan, you see a clear message instead of a server error. Company settings
One contractor tax can now cover several locations, and the overtime card in payroll is easier to read.
Link a contractor GST, HST or PST rate to more than one location instead of creating a copy for each.
Clearer overtime card in payroll. The overtime card in Process Payroll shows two decimal places and a daily breakdown you can expand. Finance
Traits set in Admin, such as trainer, show on the Team Members page and are searchable.
Traits show on Team Members. Traits you set in Admin, such as trainer, show on the Team Members page, and you can search by them. Admin
