12 releases: 25 new, 27 improved and 26 fixed.
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12 releases
This release tightens security across the app.
Security improvements. We tightened security across the app. Everywhere
Payroll can now pay estimators a bonus when their estimate matches the final move, and movers confirm each job with its own link. Crew ratings now use office and lead feedback.
Set an estimator bonus in payroll settings. Payroll adds it when an estimate matches the final move, and estimators see on their paystub when a bonus was granted or missed.
Job confirmation texts give movers a separate link for each job, so they confirm the right one when several are waiting.
Crew ratings replace the old customer satisfaction score with feedback from the office and the lead mover. Quick review requests are easier to send and track by email or text.
A warning when a partner move is priced below default. When a move from a partner is priced below your default rate, the estimate shows a warning with the partner discount and referral fee. Sales
Security improvements. We tightened security across the app. Everywhere
A duplicate scan finds customers entered more than once, and a merge tool combines them with a history you can undo. Needs Reply now ignores closed moves and coordinator threads.
A duplicate scan groups customers who look like the same person. Merge them into one record, undo a merge, or split a record apart, and mark pairs to keep separate on purpose. Each customer page keeps a history of merges and edits.
Needs Reply skips closed moves and coordinator threads. Conversations tied to closed moves, coordinator threads and bounce-only emails no longer count toward Sales Needs Reply. Mark as replied updates right away. Inbox
Security improvements. We tightened security across the app. Everywhere
A new Sales Mentor role opens the Coaching Portal without access to credits or spending, and estimators can be assigned to specific locations. Dispatch payments can now offer customer financing.
Give someone the Sales Mentor role to let them review reps in the Coaching Portal without touching credits or spending.
Choose the locations each estimator covers. Estimator pickers, schedules and assignments only offer the estimators for that location.
The dispatch payments screen offers customer financing where your account supports it, and lists only the providers you can use. Moves paid through financing no longer show as overdue once the payment settles.
See the next lead about to expire. Sales reps see a bar with their next lead about to expire, so they can follow up before it leaves their pool. Sales
Search the Coaching Portal and save reviews with goals. Search and filter opportunities in the Coaching Portal. Completing a review with goals attached saves the goals and confirms the review. Sales
Review Collection report follows your date range. The top metrics and the charts in the Review Collection report use the same date range, so results compare like for like. Marketing
Stop changes no longer overwrite each other. A customer's online estimate keeps stops the office added after the page opened, and reordering stops on a move in progress no longer points crew prompts at the wrong stop. Sales
Payroll shows each person's current name. After a team member is renamed, payroll screens show the new name, so no one appears to be missing from a paid payroll. Finance
Security improvements. We tightened security across the app. Everywhere
Crew supervisors are now assigned to the exact locations they supervise, and yard access updates while people are signed in.
Choose a supervisor's supervised locations in the team member form, separate from the locations they work in as a mover. Their roster, chats and scheduling follow those locations.
Yard access updates without signing out. When you change a person's yard locations, their access updates in their open session instead of waiting for the next sign-in. Yard
The Sales Dashboard opens for every company, with or without partner referrals, and add-on pages you do not have stay hidden.
Sales Dashboard opens without the Partners add-on. The Sales Dashboard opens for companies without partner referrals and hides the partner card. Pages and buttons for add-ons you do not have stay hidden instead of opening an error page. Sales
Storage charges can now be invoiced by email, and the Yard sells supplies to customers from yard or office stock. Forms keep your unsaved changes when you switch tabs.
Email an invoice for outstanding storage charges instead of only recording a payment. Storage billing shows invoices, receipts and unpaid items together.
Sell or use supplies from a yard section or the office, not only from a truck. Pick the customer, bill them, and reverse a sale when needed, with inventory updated each time.
Assign yard managers to specific yard locations. Yard screens such as trucks, checklists, targets and restock planning show only the selected location.
Switching tabs or coming back to the app no longer replaces what you typed on a form, including move details, before you save.
Dispatch Dashboard opens without Crew Communication. Companies with the Dispatch Dashboard but not Crew Communication can open the dashboard. The truck map is hidden instead. Dispatch
Rebooked moves start a fresh contract. Rebooking a cancelled move treats the contract as a new signing, so the customer no longer gets a late signature email. Sales
Booked moves report to Google Ads as bookings. Google Ads conversion tracking sends booked moves as bookings, so campaign results match the real status of each customer. Marketing
The Yard module adds an attendant workflow with truck-level inventory, restocking, checklists and history. Needs Reply flags are fewer and clear consistently across the Inbox and pipeline.
Yard attendants get their own workflow with inventory tracked per truck, restocking, checklists, truck history and expense history. Supplies sold from a truck are credited to that truck, and each role sees the Yard screens it needs.
Email threads only count as Needs Reply when they relate to a customer, move or outbound conversation. Clearing one conversation clears the customer's related flags everywhere, and pinned items stay pinned.
Test review requests stay out of customer threads. A test send of a review campaign opens its own email thread and shows a banner in the Inbox, so it never mixes with real customer messages. Marketing
Record a partner's industry. Partner profiles have an Industry field, such as Realtor or Home Staging, shown on the partner page and in the partner list. Sales
Filter Sales Coaching reps by status. The Sales Coaching Team page filters reps by Active, Inactive or All, and opens on Active. Sales
Cleaner location lists and follow-up status. The preferred location picker on customers hides inactive locations unless one is already saved. Opportunities no longer stay Urgent after an on-site estimate once follow-up has moved on. Sales
Primary location listed first in payroll views. For movers who serve several locations, payroll views list their primary location first. Pay calculations do not change. Finance
Duplicated moves keep inventory and locations. Duplicating a move copies its inventory as clean text along with the full location details. Sales
Editing a stop keeps its pickup status and elevator booking window, and paid storage shows as paid. Rental trucks are easier to organize on the Sales calendar.
Editing a stop keeps its details. A mid-route pickup stays a pickup after you edit it, and its elevator booking window is kept. Sales
Paid storage shows as paid. Storage invoices use the service period of each charge, so paid bookings no longer show as unpaid or overdue. Finance
Rental trucks group neatly on the Sales calendar. Pick a group when you create a rental truck, with a default group ready. On the Sales calendar, rental, archived and other-location trucks only take a row in weeks they were used. Dispatch
Security improvements. We tightened security across the app. Everywhere
Movers can now be paid per day, every pickup and drop-off can carry its own contact, and payroll and Sales Details reports break down by location. Estimate edits save the first time and keep the rate in step with the crew.
Set a mover's pay as a daily rate, next to hourly, monthly and yearly. Days are counted in your business time zone.
Pickup and drop-off stops can hold a contact name and phone number, so crews call the right person at each address.
Payroll reports show a section and totals for each location, a location filter, and GST/HST where it applies. Sales Details reports add a Location filter.
Estimate changes stick on the first save and show a saved state, even when the page refreshes in the background. The selected rate follows the crew size you pick.
Accepted estimates that still need a signature are labeled that way in the feed. Estimate reminders have their own switch apart from contract signing, and move details stay editable while an estimate is in progress.
Add a work description when closing a move. Write a description of the work when you close a move. It prints on the invoice under the labor line. Dispatch
Yard task assignees get notified. Assigning a yard task to someone else sends them a notification. Yard
Storage bookings bill past the expected end date. Manual storage bookings keep billing after their expected end date, and the extra time shows on the booking. Finance
Receipts and estimate PDFs show tips and discounts. Receipts list tips apart from service charges. Estimate PDFs show the discount percentage applied, and hide the discount line when there is none. Finance
Financing links send reliably. Buy now, pay later links use the payment methods your account has turned on, explain when none is available, and a failed attempt leaves other open links alone. Finance
Salaried movers cost correctly in move margins. Monthly and yearly salaries convert to an hourly equivalent before they count toward move cost and margin reports. Reports
Call transcripts credit the right person. Recorded calls are credited to the rep who answered, and transcripts label the rep and the customer correctly. Inbox
Clearer text and voiceline setup. The text composer tells you up front when you have no sending number, and assigning a team member to a voiceline works on the first try. Inbox
Sales Coaching shows accurate status and credits. Sales Coaching shows each agent's real status, credit balance and lock reason, so it is clear why a deal is open or locked. Sales
Dispatchers can add and edit rental trucks. Dispatch users can create and edit rental trucks. Anyone without that access sees rental trucks read-only. Admin
Waivers, claims and online estimates keep their details. Long waiver text continues onto extra pages instead of being cut off. Claims show deactivated team members by name, and drop-off addresses from online estimates reach the Opportunity page. Sales
Storage bookings can now have their card updated or switched to automatic billing, and claims accept video evidence with an evidence filter. Companies can also choose when crews see rates.
Update the card on an active storage booking, or switch a manual booking to automatic card billing with a saved card. Stripe Link is offered as a payment method where available.
Claims accept video files as evidence and play them inline. Mark any claim file as evidence, then filter the file list to evidence only.
Each mover on a claim shows their tier and whether they are an employee or a contractor. A toggle applies a strike deduction to payroll, or reverts it, with a note on which payroll it lands in. The assignee list shows admins and dispatchers.
A company setting controls whether movers see rates and money details in the crew app. When rates are allowed, the move close summary in chat shows the rate.
Estimate time ranges use a sensible spread, crew options say when a move needs a second trip, and inventory details read as plain text instead of raw data. AI estimates use one unit system throughout.
Admins and dispatchers can switch the crew report card board to an all-time view that weighs every period, not only the latest one.
Unpaid storage shows on the Payments page. Unpaid storage periods appear on the Payments page as Outstanding or Overdue, with expected income alongside. The Record payment window now says plainly that it logs a payment collected elsewhere and does not charge a card. Finance
A crew roster for supervisors. Crew supervisors see a read-only roster of the active movers in their locations, with personal and pay details left out. Crew app
Review excluded photos before a social post. When building a social post from a move, see the photos that were left out and add any of them back after confirming. Files that are not images are called out. Marketing
Review report and campaign report updates. The review collection report opens on unresolved reviews and counts only requests that were actually sent. Google Ads campaign performance adds a Cancelled column, and the Google Business Profile mapping flags shared or outdated listings. Marketing
Search unassigned jobs by customer name. Type a customer name on the Unassigned Jobs list to find the move you need. Counts and empty states follow the search. Dispatch
Archived trucks show in job assignments. Archived trucks that still have jobs on the day you are viewing appear in both the calendar and the expanded truck groups. Dispatch
Travel warnings skip labor-only jobs. Labor-only jobs no longer show a stuck travel-time warning, and the Recalculate button is disabled when there is no truck to calculate for. Dispatch
Drop-off stops show their address in move chat. Move chat labels for drop-off stops include the street address, so crews and the office know which stop a message is about. Inbox
Faster commission reports and dispatch month view. Commission reports load faster for long date ranges, and the dispatch month view loads all locations at once instead of one at a time. Reports
The top menu scrolls when you have many roles. If your roles give you more modules than fit on screen, the top menu scrolls sideways and keeps the module you are in visible. Everywhere
Blacklist icon is easier to see in dark mode. The blacklist marker on customers uses the error color everywhere it appears, so it stands out in dark mode. Sales
Security improvements. We tightened security across the app. Everywhere
Pages that read a lot of data respond quickly again during busy periods. Partner portal sign-in now explains why a sign-in failed, and the estimate breakdown opens in its own tab.
Faster pages during busy periods. Pages and actions that load a lot of data respond quickly again when many companies are working at once. Everywhere
Partner sign-in shows the real reason. When a partner cannot sign in to the partner portal, the message now says why instead of showing a generic error. Partner portal
The last estimate step always continues. Moving to the final estimate step no longer stops on a server error. When AI estimates are unavailable, the flow falls back and lets you keep going. Sales
The estimate breakdown opens in a new tab. Open the estimate breakdown without leaving the page you were on. Its back link returns you to the right move page for the booking status. Sales
