September 2026

Review routing reaches your Google listings

Review routing now works for verified Google Business Profile listings. Storage bookings sold before a price increase keep their agreed price.

Route review requests where they're needed

Set rules that send 5-star review requests to the branches that need reviews most. Pages also keep working when the browser translates them.

• NewMarketing

  Send review requests to the branches that need them

  Set a main rule for where 5-star review requests go across your locations, then add temporary needs, such as a new branch with few reviews, to steer reviews there.

YouTube settings open before you connect

The YouTube settings page stays usable before a channel is connected, so you can reach the connect button.

Card reader payments are quicker to take

The card reader is listed first in payment pickers and confirms a successful payment before asking for any remaining balance. Readers use cellular data by default.

• ImprovedFinance

  The card reader comes first when taking payment

  Payment pickers list the card reader first with a Recommended tag. After a tap, the screen confirms the payment and asks for more only if a balance remains.

Card reader on the close screen

The close screen offers the card reader, and the payment picker refreshes after reader changes. Tax changes on active storage subscriptions apply correctly.

Quiz question bank and YouTube uploads

Quizzes gain a question bank, photos and answer review, and you can connect a YouTube channel to upload videos from Marketing. Yard staff can group upcoming work by truck and see when each truck leaves.

• NewCrew app

  Reuse quiz questions from a question bank

  Save questions to a question bank and reuse them across quizzes. Close or reopen a send to control when it takes answers, and see completion and correctness for every question and quiz.

  Read the guide

• NewCrew app

  Add photos to quiz questions and review answers

  Quiz questions can include a photo, and photos carry into the question bank. Click a person who submitted to see each answer next to the correct one.

  Read the guide

• NewMarketing

  Upload videos to YouTube from Marketing

  Connect your company's YouTube channel and upload videos from the Marketing social area, with the publishing settings YouTube requires.

• ImprovedYard

  Group upcoming work by truck and see departure times

  Yard Upcoming Work can group jobs by truck, and each truck shows when it should leave the yard. Missing travel times are flagged, and the yard to first pickup leg is filled in from the truck's actual jobs.

• NewYard

  See yard inventory by container and truck

  Yard Stock shows where each item is stored, including inside containers and on trucks, with totals and links to truck pages.

• NewPartner portal

  Customize the introduction email for new partners

  Edit the introduction email new partners receive, tailor it per location, preview it and reset it to the default. Partner sign-in emails now use invite links.

Take card payments in person

Pair a card reader and take card payments in person from the payment and close screens. Move chats also work across branches, and a rate you pick stays selected.

• FixedInbox

  Move chats show the right branch's details

  Opening a chat for a move in another branch shows that move's Close Move, delivery orders, stage controls, Call Dispatch and time zone.

Readable embed buttons and plain-text SMS templates

Embedded forms pick a readable button label color for your brand and carry ad tracking again. Contract SMS templates now edit as plain text.

• ImprovedMarketing

  Embedded form buttons stay readable on any brand color

  Buttons on embedded forms pick white or dark text to suit your brand color, so light colors stay readable. Script-loaded embeds also carry the page's ad tracking again.

Long-distance moves get their own workflow

Long-distance moves are now a move type of their own, with legs, charges, quotes, documents and milestones from quote to close. Crew intro texts list the whole crew, and storage bookings can collect tax.

• ImprovedDispatch

  Crew intro texts list the whole crew and office hours

  Crew intro texts name everyone on the move and the day's on-duty coordinators with their hours, and send from the branch's own number when it has one.

• ImprovedFinance

  Storage bookings can collect tax

  New storage bookings can charge tax based on their location, and the tax carries through subscriptions, invoices, the invoice PDF and QuickBooks.

• NewSales

  Attach files to estimates

  Estimate templates can carry standing attachments, and you can add more files each time you send an estimate.

AI drafts your SOPs from a PDF

Upload an SOP as a PDF and AI pulls out the key points as a draft for you to edit. Closing a move no longer captures a financing hold on its own.

• NewHR

  Start an SOP from a PDF

  Upload an existing SOP as a PDF and AI pulls out the key items into a draft. Review and edit it, or run the extraction again, before you publish.

• ImprovedFinance

  Closing a move never captures a financing hold

  Financing holds are captured only from the Capture action, with a separate confirmation. Closing the move leaves the hold alone.

Lead hand-off report and a single payment record

A new sales report shows how leads pass between reps and how they convert. Payments across moves, storage and walk-in sales now share one record, with settled and cash dates.

• NewReports

  See how leads pass between reps

  The new Lead Hand-offs sales report shows who dropped leads, who picked them up and how they converted, with a date filter and a drill-down for each lead's path. Manager reassignments are counted apart from expired-lead takeovers.

• NewFinance

  Payments show when money settled and reached the bank

  Each payment carries a settled date and a cash date, and paid status follows one rule across the app. Finance screens show money in transit, and payouts and payroll are dated when the money goes out.

• NewFinance

  Refunds and receipts for storage and walk-in sales

  Storage and walk-in sale payments now use the same payment record as moves, so you can refund them and send a receipt. Walk-in sales can also take card payments through Stripe.

• NewFinance

  QuickBooks payments and chargebacks come into MovePlnr

  Payments recorded in QuickBooks now come into MovePlnr, and chargebacks are tracked against the payment they reverse, with finance screens to review both.

• NewYard

  Yard managers get a focused view

  Yard managers see a short upcoming-work window, per-location yard notifications and walk-in sales, without claims. Supervisors now see moves only for the branches they supervise.

Separate claims chats and crew leader rate visibility

Move chats and claims chats now sit on separate tabs, and you can show job rates to the whole crew, only the crew leader, or nobody. Invoices and receipts also keep the tax that applied at close.

• ImprovedInbox

  Move chats and claims chats get separate tabs

  Chats now have a Moves and Claims switch with separate unread counts, so claims conversations stay apart from day-to-day move chats.

• ImprovedCompany settings

  Choose who on the crew sees rates

  In Company settings, show rates to everyone on the crew, only the move's crew leader, or nobody.

• NewFinance

  Invoices and receipts keep the tax that applied at close

  Taxes are saved with each job at close, so later rate changes don't alter past invoices, receipts or refunds. Documents can show your tax registration numbers, and closing into an earlier period warns you first.

• ImprovedSales

  Lead intake details stay out of Office Notes

  Automatic lead intake text now goes in its own read-only intake notes field, so Office Notes hold only what your team writes.

• NewYard

  Start a truck restock from Yard Stock

  Start a truck restock from the stock page or the low-stock card, and low-stock alerts open the truck that needs it.

• NewDispatch

  See the week's weather on the dispatch calendar

  Turn on the Weather add-on to show each day's conditions and high and low on the Job Assignments week view, read at each branch's own address.

Crew intro texts and contract attachments

Customers can get an automatic text introducing their crew before the move, and contract signature requests can carry supporting files. Website forms also accept email-only leads, and financing holds are easier to manage.

• NewDispatch

  Set on-duty coordinator schedules per branch

  Keep a schedule of on-duty coordinators for each location, import it from RingCentral or keep both in sync. Crew intro texts use it to name the right coordinator.

• NewInbox

  Automated texts send from each branch's own number

  Assign a RingCentral number to each location so automated texts go out from that branch and customer replies come back to it.

• NewSales

  Attach files to contract signature requests

  Add supporting files such as terms or valuation documents to a contract template, and choose whether they go out again with the signed copy.

• ImprovedMarketing

  Website leads can come in with just an email

  Lead capture and quote embed forms can make the phone number optional, and customers can be created with a phone or an email. Existing forms keep requiring a phone until you change the setting.

• ImprovedFinance

  Capture a financing hold from the move

  Capture an authorized financing hold from the move details or the close view, with an editable amount up to the limit. Suggested amounts now include location taxes, and canceling a move warns before the hold is released.

• NewFinance

  Get notified when a customer's financing is decided

  You get a notification when a customer's financing application is approved or declined. Declines show which provider was involved and whether the customer was declined or left the checkout.

• NewYard

  Create supplies from Yard Stock

  Yard managers can create a new supply, or link to an existing one, right from Yard Stock, including its price and whether it sells to customers.

• ImprovedFinance

  Combined invoices stay manual unless a customer opts in

  Customers with period-based invoice terms no longer start combined invoicing on their own. The default is manual, and customers set to Follow Terms keep that schedule.

Claims show strike standing and move dates

The move page opens an existing claim instead of starting a new one, and claims show strike standing, the move date and every mover in filters.

• ImprovedClaims

  Claims show strike standing, move dates and movers

  A move with an open claim shows View claim instead of Start claim. Open claims show each mover's current strike standing and the move date, the claims list filters by mover with a search box, and the assignee list hides deactivated movers.

Storage bookings collect tax

New storage bookings charge GST or HST based on the booking's location. QuickBooks sync for Canadian companies now picks the right tax code for each line and handles payroll entries and tips.

• NewFinance

  Storage bookings collect tax

  New storage bookings charge GST or HST each period based on the booking's location. The tax shows on storage invoices, card subscriptions and in QuickBooks.

• FixedFinance

  Canadian QuickBooks sync picks the tax code for each line

  Each invoice line gets the tax code that fits it, such as GST alone on labour and GST plus PST on supplies, and discounts reduce the tax. Payroll entries, tipped invoices and invoice dates sync, and bank accounts connected before QuickBooks get linked.

New work skips closed locations and departed staff

New bookings, customers and assignments can no longer use a closed location or a deactivated team member. Estimates show a second pickup, and Monthly Business flags payroll that is still open.

• FixedAdmin

  Closed locations and departed staff stay off new work

  New bookings and customers cannot use a closed location, and new assignments cannot go to a deactivated team member. Lists and pickers hide closed locations, while existing records stay editable.

QuickBooks go-live controls

QuickBooks sync follows your finance go-live date and Canadian tax codes, and you choose which linked bank accounts feed your books.

• ImprovedFinance

  QuickBooks sync follows your go-live date

  QuickBooks sync skips records from before your finance go-live date instead of retrying them, avoids duplicate item and vendor names, and maps Canadian tax codes for each location.

• ImprovedFinance

  Choose which bank accounts feed your books

  When you link a bank, pick which accounts to include and give them nicknames. Excluded accounts, such as personal ones, stay out of your bank feed.

Stage timing and recruiter bonuses

Every move now shows how long each stage took, with custom timers your company defines. Payroll can pay a recruiter bonus when a recruited mover reaches hour milestones.

• NewDispatch

  See how long each stage of a move takes

  Every move shows how long it spent in each stage, with totals and company-defined custom timers. Stage timing is for visibility and stays separate from billed work time.

• NewFinance

  Pay recruiter bonuses on hour milestones

  Set worked-hour milestones and a bonus for each in payroll settings. The HR team member who recruited a mover earns each milestone once on their payroll, with a ledger per recruit and admin overrides.

Financing holds and claim chat

Send a customer financing application early in the sale and capture it when the move closes. Claims get their own team chat, and team members get a full page with history.

• NewClaims

  Talk through a claim in its own chat

  Each claim has an internal chat for the office and the crew on that claim, in place of an outside group chat. Photos shared there can be proposed as claim evidence.

• ImprovedAdmin

  Team members get a full page with history

  Adding or editing a team member opens a full page with grouped sections. The Team Members list shows when each person was added and filters by time at the company, and each member page has a history feed, admin comments and the mover's report card.

Edit delivery route orders until the crew starts

Orders on a delivery route stay editable until the crew starts the stops, and estimate reminders can repeat the estimate email the customer received. Report cards leave out deactivated team members.

• ImprovedDispatch

  Edit delivery route orders until the crew starts

  Add or change orders on an existing delivery route until the crew starts its stops. The move page shows when orders are locked.

Clearer payroll and a Today button

Payroll shows additional hours by date, an Already Paid amount and a choice of start day for weekly pay. Date pickers jump to today, and past move dates save after a warning.

• NewFinance

  Payroll shows work dates, amounts paid and week start

  Additional hours list their work date on paystubs, the wages list and the printed report. Review Payroll shows an Already Paid amount beside the total, and weekly payroll lets you choose the day the week starts.

Pay now link controls and per-mover travel

Choose where invoices carry a Pay now link, and exclude travel time for a single mover when closing a move. Address corrections now save the recalculated travel.

• NewFinance

  Choose when invoices include a Pay now link

  Turn payment links on or off for a location, a contract or a single invoice send. The choice covers Stripe and QuickBooks links on invoice PDFs and reminder emails.

• NewFinance

  Exclude travel time for one mover at close

  When closing a move, exclude travel time for a specific mover. Payroll and overtime leave out the excluded travel, and paystubs show every paid travel leg.

Delivery routes and combined invoices

Delivery routes and combined invoicing let companies run delivery work for trade accounts and bill several moves on one invoice.