https://moveplnr.com/changelog/New features, improvements and fixes in MovePlnr.en-cahttps://moveplnr.com/changelog/v3-1-0/https://moveplnr.com/changelog/v3-1-0/Wed, 14 Oct 2026 00:00:00 GMTMessage your team in direct and group chats, and have customers sign a job's waivers before its contract in one flow. Claim emails now land in Claims, and the Billing page takes cards on any plan.

• New: Message your team in direct and group chats. Send direct messages and start group chats with people in your company, share photos and files, and pin move and claim chats to your screen as chat heads.
• New: Customers sign waivers before the contract. A contract template can list the waivers a customer signs first. The contract link walks the customer through each waiver, then the contract, so one email or text covers everything.
• Improved: Waivers collect details from the customer. A waiver can include boxes the customer fills in when signing, such as their full name. The office no longer has to type those details in before sending.
• Improved: Set waiver options right in Agreements. Choose a waiver's checkmark options on its Agreements row and send it from there, without opening move chat. Sales users can send these waivers too, and a page you can't open shows a clear message.
• New: Claim emails arrive in Claims. Emails sent to your claims address show up in a Claims inbox below the claims list and link to their claim, with unread counts on each claim. Dispatchers and admins are notified of new claims and replies, and answers go out from the claims address.
• Improved: Add cards on the Billing page on any plan. Add a credit card on the Billing page without changing your plan, keep more than one card on file, and choose a backup card.
• New: Group small local jobs into one ride. Collect small local jobs in a waiting pool, then book several onto one truck on a quiet day, back to back or as a mixed route. Each job keeps its own customer, price and invoice.
• New: Messenger and Instagram messages in the Inbox. Messenger and Instagram direct messages arrive in the Inbox as their own channels. Reply from the thread, and see when a conversation is outside the reply window.
• New: Social posts from finished moves. Draft Facebook and Instagram posts from closed moves with AI help, review them in a queue, schedule them, and track engagement over time.
• New: Publish to Instagram and reply to Instagram messages. Publish posts to Instagram and handle Instagram direct messages in the Inbox. Message threads show their channel, and attachments open reliably.
• New: Messenger messages become leads. A new Messenger conversation can create a customer and opportunity on its own, linked to the Inbox thread. Facebook posts are no longer marked failed when they published.
• Improved: The AI Agent console is easier to read. The AI Agent console has clearer labels for phone numbers, test callers, capabilities and runs.
• Improved: AI agent settings reach every existing agent. When your AI settings change, your existing AI agents update to match.
• Fixed: Two column website forms fit narrow screens. Lead and quote forms in a two column layout stay inside the page on phones, even with a long label or an address field.
• Fixed: QuickBooks skips moves with nothing to bill. A move with no billable lines shows as Skipped in the QuickBooks sync log instead of failing. An invoice QuickBooks refuses is no longer resent every night, and Re-push tries it again once you fix it.
• Improved: Security improvements. MovePlnr pages always open over a secure connection, even from an older link or bookmark.

]]>https://moveplnr.com/changelog/v3-0-0/https://moveplnr.com/changelog/v3-0-0/Mon, 12 Oct 2026 00:00:00 GMTRecording your screen for a problem report or suggestion no longer slows the page down.

• Fixed: Screen recording keeps the page responsive. Recording your screen for a problem report or suggestion no longer freezes the page, and the recording comes out the same.

]]>https://moveplnr.com/changelog/v2-370-0/https://moveplnr.com/changelog/v2-370-0/Sun, 11 Oct 2026 00:00:00 GMTAdd extra pickup locations to an opportunity, and teach Compass your company's knowledge with admin review. Photos and videos customers text in formats browsers can't play are converted for viewing.

• New: Add more than one pickup to an opportunity. Additional Stops on an opportunity now takes extra pickup locations as well as drop-offs, placed in the right spot on the route and labeled as pickups.
• New: Teach Compass your company's knowledge. Build a shared knowledge base that Compass and the Claude connector use to answer your team. Staff can suggest items, admins approve them, and each item has a review date so answers stay current.
• New: Play every photo and video customers text you. Videos, voice clips and photos in formats browsers can't show, such as 3GP, MOV, AMR and HEIC, are converted so they open in the Inbox, with preview tiles and downloads.
• New: See each mover's branch on report cards. Operator report cards show the locations each mover works from, primary first, and the Locations CSV includes them.
• Fixed: Timer hours show on the close screen. With the Move Timer add-on on, timer hours appear on the close screen and round the way you expect.
• Improved: Dispatch views and reports load faster. Dispatch and operator views skip duplicate refreshes, unread counts stay in step across tabs, and several reports and payroll screens load faster.
• Fixed: Compass and support threads report accurately. Compass no longer says it saved a preference when memory is off, and support threads stop posting status updates once a fix has shipped.
• Improved: Security improvements. We tightened security across the app.

]]>https://moveplnr.com/changelog/v2-369-0/https://moveplnr.com/changelog/v2-369-0/Sun, 11 Oct 2026 00:00:00 GMTCompass can remember your preferences, answer schedule questions, and read and reply to crew chats for you. Photos and videos customers send by text now show in the Inbox.

• New: Compass remembers your preferences and knows your schedule. Tell Compass how you like to work and it remembers. It follows guidance for your role and answers questions about your schedule and who is available.
• New: Compass reads and answers crew chats. Ask Compass which move and claim chats need attention, and have it draft or send a reply for you after you confirm. Status posts and photos from the crew no longer count as waiting.
• New: Customer photos and videos show in the Inbox. Photos and videos customers send by text are saved and shown in the Inbox thread and the customer timeline.
• Improved: The setup chat is easier to follow. While setup is unfinished, the setup chat stays pinned and highlighted. Each step ends with one clear next action, starting with your first location, and saved changes update the checklist right away.
• New: Bring Meta lead ads into MovePlnr. Connect your Meta account and leads from your Facebook and Instagram lead forms land in MovePlnr as new leads.
• New: New branches start with an estimate template. New branches come with a ready-to-use estimate template and email bodies, and Compass walks you through your first estimate.
• New: Add the same additional service more than once. Add one additional service several times on a move, each line at its own price, to match your estimate or invoice.
• New: Show the move number on contract PDFs. Move Number is now a field you can place on contract and waiver PDFs, so signed documents tie back to the right move.
• Improved: Search and open any Operator Report Card. Search the Operator Report Cards leaderboard by name without losing the ranking, and open cards from the Insufficient data list.
• Improved: New partners show industry and commission in Daily Reports. The New Partners view in Daily Reports shows each partner's industry, customer discount and commission, and fits better on phones.
• Improved: The Overdue tab remembers your month. The Overdue tab on the Payments page keeps the month you last chose in this browser.
• Improved: Compass replies show tables and give accurate guidance. Tables, checklists and links in Compass replies display properly. Compass no longer promises reply times, and refund questions point admins to the Refund button.
• Improved: Signup and billing happen on the web, not in the phone app. The phone app no longer shows signup or billing, and Compass explains that those are done in a web browser.
• Fixed: The Billing page opens without a card on file. The Billing page loads for companies that have no card on file yet.
• Fixed: Remote delivery shows the right 30-minute rate. The remote delivery price for 30 minutes matches the expected rate on the delivery cards and the itemized view.
• Improved: Security improvements. We tightened security across the app.

]]>https://moveplnr.com/changelog/v2-368-0/https://moveplnr.com/changelog/v2-368-0/Fri, 09 Oct 2026 00:00:00 GMTConnect Claude to your MovePlnr account to look up and act on your work from Claude, with a confirmation before anything sensitive. Problem reports and suggestions can now include screenshots and screen recordings.

• New: Connect Claude to MovePlnr. Add the MovePlnr connector in Claude to ask about your moves, customers and payments in plain language and act on them from there. Admins choose which actions need extra approval, and sensitive actions ask you to confirm first. It is in early access: ask us to turn it on for your company.
• New: Add screenshots and screen recordings to problem reports. When you report a problem or send a suggestion, attach a screenshot you can mark up or a screen recording, so the team sees exactly what happened.
• Improved: The help panel opens on quick options. The help panel opens on cards for past conversations, reporting a problem, sending a suggestion and asking a question. You can also send a suggestion from your profile menu.
• Improved: Retry a declined charge from the Billing page. Declined usage charges are retried automatically, and you can press Retry now. The Billing page also shows where each invoice came from.
• Fixed: The app stays responsive during heavy background work. The app no longer stalls when a lot of background work runs at once.

]]>https://moveplnr.com/changelog/v2-367-0/https://moveplnr.com/changelog/v2-367-0/Fri, 09 Oct 2026 00:00:00 GMTCompass answers questions, guides setup and takes problem reports from the help panel, and new companies now sign up through a short chat. Outstanding and Overdue payments can be narrowed to one month.

• New: Meet Compass, your in-app help assistant. Compass, in the help panel, answers questions about MovePlnr, walks new companies through setup, and takes problem reports and suggestions. You can follow each report in the same conversation.
• New: Sign up through a short chat. New companies sign up by answering a few questions in a chat, then confirm by email, choose a password and go straight into setup.
• Improved: Filter Outstanding and Overdue by month. On the Payments page, narrow Outstanding and Overdue to a single month, with totals, counts and tiles updated to match. Overdue shows every month by default and says so.
• Fixed: Payroll totals keep reimbursements and travel pay. Saving, sharing or confirming payroll keeps expense reimbursement lines, and stored totals, QuickBooks, reports and paystubs include travel pay.
• Fixed: Long-distance quoting stays current. Long-distance rates refresh instead of staying cached in the browser, and a quote error stays in its own section without blocking the Opportunity page.
• Fixed: Signing page instructions are readable in dark mode. Instructions on contract and waiver signing pages follow the page's theme, so customers can read them in dark mode.
• Fixed: GPS tracking continues past midnight. A move that starts before midnight and runs past it keeps recording the truck's location.
• Improved: Expired Google Ads conversions are labeled Expired. Conversions too old for Google Ads to accept show as Expired with a plain reason and no Retry button, so you can see what can still be fixed.
• Improved: Security improvements. We tightened security across the app.

]]>https://moveplnr.com/changelog/v2-366-0/https://moveplnr.com/changelog/v2-366-0/Wed, 07 Oct 2026 00:00:00 GMTSend more than one agreement on a job from the new Agreements section. A customer's whole conversation history, across texts, calls, emails and social messages, now sits in one timeline.

• New: Send more than one agreement per job. Add separate agreements to one job, such as packing, moving and storage. The new Agreements section on the Opportunity page and in Dispatch lets you send each one, track its status and open the signed copy.
• New: Every customer conversation in one timeline. Texts across all your lines, calls and emails now appear in one timeline on the customer page and the new opportunity view. Line badges and filters show which number each message used.
• New: Stat holidays per branch, with holiday pay. Each branch gets the official stat holidays for its province or state, plus your own overrides, which can repeat every year. Holidays show on the Dispatch board, and you can apply holiday pay based on closed-move hours or all hours.
• New: Mark placeholder crew accounts. Flag stand-in or pool crew accounts as placeholders. They stay assignable with a Placeholder badge and are left out of scorecards and leaderboards.
• New: Block a day with a reason. Blocked days carry a reason and show clearly in date pickers across the app. If someone is turned away from a blocked day, the sale owner is notified so they can offer another date.
• New: Confirm contract-free estimate acceptances by email. Send a confirmation email when a customer accepts an estimate without a contract, with the accepted estimate PDF and the files sent with it.
• Improved: Starting a claim pauses review requests. Opening a claim on a move turns off its review requests and stops any already queued. Resume them from the claim page when the time is right.
• New: See when a customer opens an estimate email. The estimate timeline shows when the customer first opens the email, as a lighter signal next to an actual estimate view.
• New: Give a job a name. Add an optional name that shows beside the job number in customer history, the opportunity header and Dispatch. Rename it from the history menu or by clicking the tag.
• Improved: Closing a move at $0 asks for a reason. A $0 close now needs a reason, which then shows on the move and in commission records.
• Improved: Multi-day jobs tell you when the end date moves. Changing a multi-day job's start date tells you if the end date shifted to keep its length, and the full date range shows on the summary.
• Improved: Date discounts preview the customer's wording. Date discount settings show the exact text customers will see and warn when a label mentions a different percentage than the discount.
• Improved: Opportunities show Estimate Sent. After you send an estimate, the opportunity shows an Estimate Sent status, including when Sales Pipeline is off.
• Fixed: Screens hide what your add-ons don't include. Follow-up tasks, the Yard and Marketing tabs, and Location Settings pages hide when the matching add-on is off, so nobody lands on a page they can't use.
• Improved: Purchase orders show when they were placed. Purchase orders get a placed date, which you can set on the create form, and it shows on quick view cards.
• Fixed: Unsubscribe links ask the customer to confirm. Estimate reminders, signature reminders and review requests ask the customer to confirm before unsubscribing, so email scanners can't opt them out. Review email unsubscribe links work again.
• Fixed: Links shared from the phone app work for customers. The self-serve estimate link and the review QR code in move chat now work when they're created from the phone app.
• Fixed: Accepted estimates book onto the chosen truck. When a customer accepts a contract-free estimate, the move is booked onto the truck picked at booking instead of landing in Unassigned.
• Fixed: Closed invoices keep one number. A move's full invoice keeps the same number after later close edits, so Payment History always finds it and deposit receipts stay intact.
• Fixed: Long-distance closes post the right costs. Own-truck long-distance jobs no longer add a carrier expense at close, and re-quoting in a different mode updates the legs to match.
• Fixed: Saved payrolls show their overtime lines. Confirmed and paid payrolls show each stored overtime line, not only the total.
• Fixed: Branch and period filters stay where you set them. Picking a branch on report and list pages no longer resets to All Locations, and Operator Report Cards keep the branch and period through reloads.
• Fixed: Restored moves leave the lost counts. Daily Reports no longer count restored moves as lost, and the Opportunities All filter shows live and lost items together.
• Fixed: Calls show up in the Inbox sooner. Longer calls appear soon after they end instead of waiting for the nightly sync, and calls missed earlier are filled in.
• Fixed: Google Ads reconnects keep conversion tracking. Signing in to Google Ads again keeps your conversion actions, so uploads continue. The review campaign editor also shows where 5-star reviews go when routing is on.
• Improved: Security improvements. We tightened security across the app.

]]>https://moveplnr.com/changelog/v2-364-0/https://moveplnr.com/changelog/v2-364-0/Tue, 29 Sep 2026 00:00:00 GMTReview routing now works for verified Google Business Profile listings. Storage bookings sold before a price increase keep their agreed price.

• Fixed: Review routing works for your Google listings. Google Business Profile listings keep the details review routing needs, so routed review requests reach the right location once a listing is verified.
• Fixed: Storage bookings keep the price they were sold at. A booking sold before a facility's minimum price went up keeps its agreed price, so tax checks and unit edits work on it.

]]>https://moveplnr.com/changelog/v2-363-0/https://moveplnr.com/changelog/v2-363-0/Mon, 28 Sep 2026 00:00:00 GMTSet rules that send 5-star review requests to the branches that need reviews most. Pages also keep working when the browser translates them.

• New: 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.
• Fixed: Pages keep working with browser translation on. Using the browser's translate feature no longer crashes pages for people who read the app in another language.

]]>https://moveplnr.com/changelog/v2-362-0/https://moveplnr.com/changelog/v2-362-0/Sun, 27 Sep 2026 00:00:00 GMTThe YouTube settings page stays usable before a channel is connected, so you can reach the connect button.

• Fixed: YouTube settings work before a channel is connected. The YouTube settings page no longer goes blank when no channel is connected, so you can reach the connect button.

]]>https://moveplnr.com/changelog/v2-361-0/https://moveplnr.com/changelog/v2-361-0/Sun, 27 Sep 2026 00:00:00 GMTThe 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.

• Improved: 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.
• Fixed: Card readers connect over cellular away from Wi-Fi. Card readers are set to use cellular data by default, so they keep working at a customer's door without Wi-Fi.

]]>https://moveplnr.com/changelog/v2-360-0/https://moveplnr.com/changelog/v2-360-0/Sun, 27 Sep 2026 00:00:00 GMTThe close screen offers the card reader, and the payment picker refreshes after reader changes. Tax changes on active storage subscriptions apply correctly.

• Fixed: Take a card reader payment from the close screen. The close screen now offers the card reader, and the payment picker refreshes after you pair or remove a reader.
• Fixed: Tax changes apply to active storage subscriptions. Turning tax off, changing a rate and prorated invoices now work correctly on storage bookings already billing through Stripe.

]]>https://moveplnr.com/changelog/v2-359-0/https://moveplnr.com/changelog/v2-359-0/Sat, 26 Sep 2026 00:00:00 GMTQuizzes 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.

• New: 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.
• New: 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.
• New: 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.
• Improved: 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.
• New: 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.
• New: 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.
• Improved: Pause review requests for chosen contract templates. Mark a contract template to skip review request emails, so jobs such as rentals don't ask for a review before the work is done.
• Fixed: Website leads go to the nearest branch. Inbound leads are matched to the closest active branch by their origin address, so fewer land under the wrong location.
• Fixed: Email attachments show in conversation details. Invoices and other email attachments appear with the message in conversation details, ready to open.
• Fixed: Email lead source rules credit new customers. Email attribution rules now credit the lead source for brand-new customers at intake, not only for existing ones.
• Fixed: Crew intro texts show real coordinator hours. Coordinator hours in crew intro texts come from the actual RingCentral work schedule, so nobody shows as available around the clock.

]]>https://moveplnr.com/changelog/v2-358-0/https://moveplnr.com/changelog/v2-358-0/Wed, 23 Sep 2026 00:00:00 GMTPair 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.

• New: Take in-person payments with a card reader. Pair a Stripe card reader with your account and take card payments in person from the payment and close screens.
• Fixed: 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.
• Fixed: A rate you pick stays selected. A rate you choose, including No Truck rates, stays selected for that crew. Changing movers or trucks still moves the quote to the best rate.
• Fixed: Crew counts add up on multi-truck jobs. Job Assignments counts the full crew, lead included, and shows empty slots only when someone is actually missing.
• Fixed: Crew members stay available to mention in move chat. People assigned to a move can still be tagged in its chat after their roles change.
• Fixed: Attach photos to checklist items on any branch's move. Photos attach to checklist items even when the move belongs to a different branch than the one open in the app.
• Fixed: Storage unit prices show in full. Unit prices in storage facility pricing no longer get cut off, and the pricing dialog is wider.
• Fixed: Manual billing accounts stop combining invoices. The billing run checks each account's current invoicing schedule first, so manual accounts go back to one invoice per move and empty cycles are voided.
• Fixed: Estimate reminders, call recordings and $0 closes work reliably. Estimate reminders include the view-estimate button, call recordings keep downloading when the phone system is busy, and a $0 close with tax set is no longer refused.

]]>https://moveplnr.com/changelog/v2-357-0/https://moveplnr.com/changelog/v2-357-0/Wed, 23 Sep 2026 00:00:00 GMTEmbedded forms pick a readable button label color for your brand and carry ad tracking again. Contract SMS templates now edit as plain text.

• Improved: 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.
• Improved: Contract SMS templates edit as plain text. The uncommit and unsigned-cancel templates open in the SMS editor with a length meter, the same format they're sent in.
• Fixed: The attachment size limit matches what can be sent. The attachment total shown when sending an estimate or contract now matches the real limit, so a send the app allows goes through.
• Fixed: A branch remembered from another sign-in no longer causes an error. If a device remembers a branch from a different account, the app switches to one of your branches instead of showing an error page.

]]>https://moveplnr.com/changelog/v2-356-0/https://moveplnr.com/changelog/v2-356-0/Fri, 18 Sep 2026 00:00:00 GMTLong-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.

• New: Long-distance moves get their own workflow. Quote, book and track long-distance moves on your own truck, a carrier's truck or by pallet, within Canada and between Canada and the US. The long distance calculator compares carriers and opens each option into pickup, travel, unloading and extras, and each shipment tracks its own legs, charges, documents and milestones.
• Improved: 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.
• Improved: 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.
• New: Attach files to estimates. Estimate templates can carry standing attachments, and you can add more files each time you send an estimate.
• Fixed: Payroll travel pay follows the branch's travel limit. Travel pay skips empty legs that shouldn't be paid and follows each location's travel-leg limit, and travel values are easier to read on payroll.
• Improved: Enter estimate time in hours and minutes. Time spent on an estimate is entered as hours plus minutes, payroll admins can correct it later, and payroll shows estimate hours on their own line.
• Fixed: Long texts are split or flagged before sending. Texts are checked against the provider's length limit before they go out. Long messages are split or refused with a clear message instead of failing.
• Fixed: Contract texts arrive as clean text. Automated contract texts, such as uncommit and unsigned-cancel messages, no longer show formatting tags to customers.
• Fixed: Storage bookings follow releases and failed first charges. A backdated release voids a sent storage invoice that's no longer owed, and a subscription whose first charge never goes through takes the booking out of Active.
• Fixed: QuickBooks and Stripe updates recover on their own. Combined invoices try again after QuickBooks reports a newer version, storage and walk-in payments re-push correctly, records that share a name stay separate, and Stripe payment updates are retried instead of lost.
• Fixed: Close Move and the supervisor calendar show the right crew and jobs. Close Move lists each crew member once and finishes moves with added taxes, and the shared supervisor calendar shows crewed jobs still awaiting signature.
• Fixed: Unclaimed leads sort by time and the file picker scrolls. Sorting the Unclaimed list by unclaimed time works again, crew intro texts are checked every 15 minutes, and the customer files picker in booking confirmation scrolls to every file.
• Improved: Security improvements. We tightened security across the app.

]]>https://moveplnr.com/changelog/v2-355-0/https://moveplnr.com/changelog/v2-355-0/Wed, 16 Sep 2026 00:00:00 GMTUpload 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.

• New: 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.
• Improved: 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.

]]>https://moveplnr.com/changelog/v2-354-0/https://moveplnr.com/changelog/v2-354-0/Wed, 16 Sep 2026 00:00:00 GMTA 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.

• New: 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.
• New: 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.
• New: 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.
• New: 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.
• New: 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.
• Improved: Affirm financing records the fee and smaller captures correctly. The Affirm financing fee passes to the customer, and capturing less than the hold shows as a released hold instead of a refund.
• Fixed: Stops keep their order and unsaved edits. Pickup and drop-off stops stay in the order you set after saving, and edits in progress on the Opportunity page survive a background refresh.

]]>https://moveplnr.com/changelog/v2-353-0/https://moveplnr.com/changelog/v2-353-0/Tue, 15 Sep 2026 00:00:00 GMTMove 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.

• Improved: 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.
• Improved: 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.
• New: 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.
• Improved: 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.
• New: 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.
• New: 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.
• Improved: Yard Stock is easier to search and read. Type to find a stock item in preset and purchase order pickers. Negative stock shows where the shortage is, pending recounts stand out, and preset lines show real item and yard names.
• Improved: Payouts show mentorship overrides on every screen. Mentorship override amounts appear on the payroll panel, profile quick stats and printed paystubs, and the commission table has clearer labels.
• Fixed: Backdate a storage release to the move-out date. Record a storage release on the actual move-out date, even when it's entered later, so billing ends when the storage did.
• Fixed: Saving a contact's phone number handles duplicates. Changing a contact's phone number to one already on another record in your company now saves instead of failing.

]]>https://moveplnr.com/changelog/v2-352-0/https://moveplnr.com/changelog/v2-352-0/Tue, 15 Sep 2026 00:00:00 GMTCustomers 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.

• New: Customers get a text introducing their crew. Each branch can send customers an automatic text about an hour before the move, introducing the crew and the office contact for the day. You write the message per location, and it only goes to eligible moves.
• New: 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.
• New: 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.
• New: 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.
• Improved: 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.
• Improved: 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.
• New: 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.
• New: 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.
• Improved: 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.
• New: Choose the country when adding a Stripe account. Adding a Stripe Connect account now asks for the country, Canada or the US, so the account is set up correctly. The country shows in account lists.
• Improved: Close Moves shows the selected branch in local time. The Close Moves page groups work by the selected branch and shows each move's time in its own time zone. An empty branch points you to branches that still have moves to close.
• Fixed: Crew assignment rules apply the same way everywhere. Crew changes from the move estimate editor follow the same assignment rules as the Dispatch board, and only roles that can override a blocked assignment see those controls.
• Fixed: Recruiter bonus changes update open payrolls. Changing recruiter bonus settings recalculates any open draft payroll it affects, so the payroll screen and the bonus details match.
• Fixed: Expense approvals use the move's local date. Approving an expense in the evening no longer files it under the next day, so period reports and bank matching line up.
• Fixed: QuickBooks invoice updates go through after a payment sync. When QuickBooks reports that an invoice changed since the last sync, MovePlnr rereads it and tries again, so re-syncs and re-closes complete.
• Fixed: Grounded trucks stay unavailable until their own midnight. A truck on hold stays unavailable until midnight in its own branch's time zone, across the vehicle list, quotes and the reserve picker.
• Fixed: Google reviews sync completely. Google review sync reads the full review list, so new reviews come in and removed ones drop off.
• Fixed: Sign-in screens say why a sign-in failed. Login and two-step verification screens show the real reason, such as an expired link or a locked account, instead of a generic message.
• Fixed: Supply lists refresh live and menus match their fields. The supplies list updates in every open tab when someone adds, edits or archives a supply, and dropdown menus open at the width of their field again.

]]>https://moveplnr.com/changelog/v2-351-0/https://moveplnr.com/changelog/v2-351-0/Sat, 12 Sep 2026 00:00:00 GMTThe 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.

• Improved: 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.
• Improved: Security improvements. We tightened security across the app.

]]>https://moveplnr.com/changelog/v2-350-0/https://moveplnr.com/changelog/v2-350-0/Fri, 11 Sep 2026 00:00:00 GMTNew 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.

• New: 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.
• Fixed: 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.
• Fixed: Assigning movers no longer asks for an override note. Crew assignments on moving jobs save without a fit-for-duty override reason.

]]>https://moveplnr.com/changelog/v2-349-0/https://moveplnr.com/changelog/v2-349-0/Fri, 11 Sep 2026 00:00:00 GMTNew 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.

• Fixed: 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.
• Fixed: Second pickup stops show on estimates. Estimate PDFs, emails, contracts and waivers list every pickup stop on multi-pickup jobs.
• Improved: Monthly Business flags open payroll. Monthly Business shows a Payroll not closed callout with counts and a link straight to Payroll.

]]>https://moveplnr.com/changelog/v2-348-0/https://moveplnr.com/changelog/v2-348-0/Thu, 10 Sep 2026 00:00:00 GMTQuickBooks sync follows your finance go-live date and Canadian tax codes, and you choose which linked bank accounts feed your books.

• Improved: 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.
• Improved: 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.
• Fixed: Estimate custom charges count toward tax. Custom charges and discounts on estimates are included in the tax total. Mark a custom charge as tax-exempt when it should not be taxed.
• Fixed: Review campaign steps keep a new template. Changing the email template on a review campaign step takes effect when you save.
• Improved: Report cards open on the latest month. Operator report cards open on the most recent computed month and make clear which months are final.
• Fixed: Deactivated team members stay out of live lists. Lists and reports that show your team leave out deactivated members more consistently.
• Improved: Street View previews load reliably. Street View previews are fetched once when you enter an address and load from MovePlnr after that.
• Fixed: Scheduled tasks run at the right local time. Recurring tasks follow the latest time zone rules, so they run at the expected local hour.

]]>https://moveplnr.com/changelog/v2-347-0/https://moveplnr.com/changelog/v2-347-0/Wed, 09 Sep 2026 00:00:00 GMTEvery 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.

• New: 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.
• New: 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.
• Improved: Report cards explain every score. Each report card label explains itself, unranked movers show why, and retired measures no longer appear in new months. The CSV download works when some movers have no grade yet.
• New: See who added each team member. Team member records show who created them. Added by appears only when the creator is known, and the Team tab shows the same member count as the Hours tab.
• Fixed: Crew chat fits small phone screens. On phones, the message editor scrolls into view, the location banner takes less room, and the message list keeps its height when an Orders card is open.
• Fixed: Hidden prices read Hidden, not $0.00. When you are not allowed to see rates, unassigned orders at move close show Hidden instead of $0.00.

]]>https://moveplnr.com/changelog/v2-346-0/https://moveplnr.com/changelog/v2-346-0/Tue, 08 Sep 2026 00:00:00 GMTSend 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.

• New: Send financing holds before the move. Send a customer a financing application early in the sale and follow its status across the app. When the move closes, the approved amount is captured and any remaining balance is collected separately.
• New: 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.
• Improved: 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.
• Improved: Correct a strike number on a claim. Admins and dispatchers can set a mover's strike number on a claim, with a required reason. Later strikes count from the corrected number.

]]>https://moveplnr.com/changelog/v2-345-0/https://moveplnr.com/changelog/v2-345-0/Mon, 07 Sep 2026 00:00:00 GMTOrders 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.

• Improved: 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.
• Improved: Estimate reminders can repeat the original email. Add the new placeholder to a reminder template to include the estimate email the customer already received.
• Improved: Edit Move Services and Details on booked moves. The Move Services and Details section opens on booked moves from the Opportunity page, even when it starts empty.
• Improved: Access types show metric and imperial. Access type choices show both measurement systems. Embed forms can use your company's distance unit or set their own.
• Improved: Report cards list active members with clearer scores. Report cards and the Reviews by Operator and QR leaderboards leave out deactivated team members. Feedback scores use clearer labels and say when a score is missing or not yet counted.
• Fixed: Recorded calls reach the right customer. Calls recorded in RingCentral sync to the matching customer record, including calls recorded before this change.
• Fixed: Correct times on older browsers. Dates and times show correctly even when a browser's time zone data is out of date. The problem reporter opens the same way from every button and says up front when only logs can be sent.

]]>https://moveplnr.com/changelog/v2-344-0/https://moveplnr.com/changelog/v2-344-0/Fri, 04 Sep 2026 00:00:00 GMTPayroll 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.

• New: 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.
• Improved: Jump to today, and save past move dates. Date pickers have a Today shortcut and open on the current month. You can save a move date in the past after confirming a warning.
• Fixed: Coordinator texts stay out of Sales Needs Reply. Text threads a coordinator is handling no longer show in a sales owner's Needs Reply list.
• Fixed: Featured photo suggestions refresh right away. Archiving or restoring a customer file updates the featured photo suggestions on the close move screen without a reload.
• Improved: Security improvements. We tightened security across the app.

]]>https://moveplnr.com/changelog/v2-342-0/https://moveplnr.com/changelog/v2-342-0/Wed, 02 Sep 2026 00:00:00 GMTChoose 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.

• New: 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.
• New: 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.
• Fixed: Address corrections update travel. Correcting an address or adding a stop rebuilds the truck-day travel route and keeps it, so legs no longer stay on the old address.
• Fixed: Combined invoices carry one payment link. Moves attached to a combined invoice no longer print their own Pay now links. The link appears once, on the combined invoice, with remittance details kept.

]]>https://moveplnr.com/changelog/v2-340-0/https://moveplnr.com/changelog/v2-340-0/Tue, 01 Sep 2026 00:00:00 GMTDelivery routes and combined invoicing let companies run delivery work for trade accounts and bill several moves on one invoice.

• New: Delivery routes and combined invoices. Run delivery work for trade accounts as routes with orders and stops. Bill many moves on one combined invoice with its own numbering, billing cycles, payments and QuickBooks sync.

]]>https://moveplnr.com/changelog/v2-339-0/https://moveplnr.com/changelog/v2-339-0/Sun, 30 Aug 2026 00:00:00 GMTThis release tightens security across the app.

• Improved: Security improvements. We tightened security across the app.

]]>https://moveplnr.com/changelog/v2-338-0/https://moveplnr.com/changelog/v2-338-0/Sun, 30 Aug 2026 00:00:00 GMTPayroll 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.

• New: Pay estimators a bonus for accurate estimates. 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.
• New: Movers confirm each job with its own link. Job confirmation texts give movers a separate link for each job, so they confirm the right one when several are waiting.
• Improved: Crew ratings use office and lead feedback. 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.
• New: 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.
• Improved: Security improvements. We tightened security across the app.

]]>https://moveplnr.com/changelog/v2-337-0/https://moveplnr.com/changelog/v2-337-0/Sun, 30 Aug 2026 00:00:00 GMTA 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.

• New: Find and merge duplicate customers. 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.
• Fixed: 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.
• Improved: Security improvements. We tightened security across the app.

]]>https://moveplnr.com/changelog/v2-335-0/https://moveplnr.com/changelog/v2-335-0/Fri, 28 Aug 2026 00:00:00 GMTA 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.

• New: A Sales Mentor role for coaching. Give someone the Sales Mentor role to let them review reps in the Coaching Portal without touching credits or spending.
• New: Assign estimators to specific locations. Choose the locations each estimator covers. Estimator pickers, schedules and assignments only offer the estimators for that location.
• New: Offer financing from dispatch payments. 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.
• New: 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.
• Improved: 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.
• Improved: 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.
• Fixed: 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.
• Fixed: 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.
• Improved: Security improvements. We tightened security across the app.

]]>https://moveplnr.com/changelog/v2-334-0/https://moveplnr.com/changelog/v2-334-0/Wed, 26 Aug 2026 00:00:00 GMTCrew supervisors are now assigned to the exact locations they supervise, and yard access updates while people are signed in.

• New: Assign supervisors to the locations they oversee. 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.
• Fixed: 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.

]]>https://moveplnr.com/changelog/v2-333-0/https://moveplnr.com/changelog/v2-333-0/Wed, 26 Aug 2026 00:00:00 GMTThe Sales Dashboard opens for every company, with or without partner referrals, and add-on pages you do not have stay hidden.

• Fixed: 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.

]]>https://moveplnr.com/changelog/v2-332-0/https://moveplnr.com/changelog/v2-332-0/Tue, 25 Aug 2026 00:00:00 GMTStorage 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.

• New: Send an invoice for storage charges. Email an invoice for outstanding storage charges instead of only recording a payment. Storage billing shows invoices, receipts and unpaid items together.
• New: Sell supplies from yard or office stock. 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.
• Improved: Yard access follows assigned locations. Assign yard managers to specific yard locations. Yard screens such as trucks, checklists, targets and restock planning show only the selected location.
• Fixed: Unsaved changes stay put when you switch tabs. Switching tabs or coming back to the app no longer replaces what you typed on a form, including move details, before you save.
• Fixed: 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.
• Fixed: 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.
• Fixed: 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.

]]>https://moveplnr.com/changelog/v2-331-0/https://moveplnr.com/changelog/v2-331-0/Mon, 24 Aug 2026 00:00:00 GMTThe 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.

• New: Yard attendant workflow and truck-level inventory. 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.
• Improved: Fewer and more consistent Needs Reply flags. 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.
• New: 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.
• New: 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.
• Improved: Filter Sales Coaching reps by status. The Sales Coaching Team page filters reps by Active, Inactive or All, and opens on Active.
• Improved: 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.
• Improved: 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.
• Fixed: Duplicated moves keep inventory and locations. Duplicating a move copies its inventory as clean text along with the full location details.

]]>https://moveplnr.com/changelog/v2-330-0/https://moveplnr.com/changelog/v2-330-0/Sat, 22 Aug 2026 00:00:00 GMTEditing 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.

• Fixed: Editing a stop keeps its details. A mid-route pickup stays a pickup after you edit it, and its elevator booking window is kept.
• Fixed: Paid storage shows as paid. Storage invoices use the service period of each charge, so paid bookings no longer show as unpaid or overdue.
• Improved: 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.
• Improved: Security improvements. We tightened security across the app.

]]>https://moveplnr.com/changelog/v2-329-0/https://moveplnr.com/changelog/v2-329-0/Thu, 20 Aug 2026 00:00:00 GMTMovers 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.

• New: Pay movers per day. Set a mover's pay as a daily rate, next to hourly, monthly and yearly. Days are counted in your business time zone.
• New: A contact name and phone for each stop. Pickup and drop-off stops can hold a contact name and phone number, so crews call the right person at each address.
• New: Payroll and Sales Details reports by location. 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.
• Fixed: Estimate edits save the first time. 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.
• Improved: Clearer estimate status and separate reminders. 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.
• New: 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.
• New: Yard task assignees get notified. Assigning a yard task to someone else sends them a notification.
• Fixed: 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.
• Fixed: 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.
• Fixed: 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.
• Fixed: 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.
• Fixed: Call transcripts credit the right person. Recorded calls are credited to the rep who answered, and transcripts label the rep and the customer correctly.
• Improved: 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.
• Fixed: 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.
• Improved: Dispatchers can add and edit rental trucks. Dispatch users can create and edit rental trucks. Anyone without that access sees rental trucks read-only.
• Fixed: 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.

]]>https://moveplnr.com/changelog/v2-328-0/https://moveplnr.com/changelog/v2-328-0/Fri, 14 Aug 2026 00:00:00 GMTStorage 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.

• New: Update the card on a storage booking. 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.
• New: Attach videos to claims and filter to evidence. Claims accept video files as evidence and play them inline. Mark any claim file as evidence, then filter the file list to evidence only.
• Improved: Claims show crew status and send deductions to payroll. 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.
• Improved: Choose when crews see rates. 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.
• Improved: A clearer estimate breakdown. 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.
• New: An all-time report card board. Admins and dispatchers can switch the crew report card board to an all-time view that weighs every period, not only the latest one.
• Fixed: 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.
• New: 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.
• New: 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.
• Improved: 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.
• New: 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.
• Fixed: 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.
• Fixed: 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.
• Improved: 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.
• Improved: 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.
• Improved: 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.
• Improved: 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.
• Improved: Security improvements. We tightened security across the app.

]]>https://moveplnr.com/changelog/v2-327-0/https://moveplnr.com/changelog/v2-327-0/Tue, 04 Aug 2026 00:00:00 GMTPages 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.

• Fixed: Faster pages during busy periods. Pages and actions that load a lot of data respond quickly again when many companies are working at once.
• Fixed: 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.
• Fixed: 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.
• Improved: 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.

]]>https://moveplnr.com/changelog/v2-326-0/https://moveplnr.com/changelog/v2-326-0/Thu, 30 Jul 2026 00:00:00 GMTEmbed forms, ads, attribution and reviews now share one Marketing module, and estimates suggest crew options ranked by cost.

• New: Marketing module. Embed forms, ads, attribution and reviews live together in a Marketing module for Marketing Managers and admins.
• New: Compare crew options by cost. Estimates suggest other crew setups ranked by cost and let you switch with one click. The breakdown notes when travel is included.
• New: See how your web forms convert. The Marketing module shows how many visitors load each embed form, submit it, or get turned away.
• Fixed: Partner sign-in help. Partners see the real reason a sign-in fails and can reset a forgotten password.
• Fixed: 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.
• Improved: Filter and sort Team Member Hours. Filter Team Member Hours by location and status, and sort by any main column.
• Improved: Easier claims filtering. Filter claims by location, status, search and date. The page tells you when filters are hiding results.
• Improved: 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.
• Improved: 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.
• Improved: Revoked payments void in QuickBooks. Revoking a move payment also voids the matching QuickBooks document.

]]>https://moveplnr.com/changelog/v2-325-0/https://moveplnr.com/changelog/v2-325-0/Tue, 28 Jul 2026 00:00:00 GMTConnect bank feeds, match payments and payouts, and reconcile them in a new cash-basis finance area.

• New: Bank feeds, payment matching and reconciliation. 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.
• Fixed: Inventory analysis uses the newest photos. On moves with many inventory photos, analysis picks up the latest uploads and lists every file.
• Improved: Security improvements. We tightened security across the app.

]]>https://moveplnr.com/changelog/v2-324-0/https://moveplnr.com/changelog/v2-324-0/Mon, 27 Jul 2026 00:00:00 GMTThis update tightens security across the app.

• Improved: Security improvements. We tightened security across the app.

]]>https://moveplnr.com/changelog/v2-323-0/https://moveplnr.com/changelog/v2-323-0/Mon, 27 Jul 2026 00:00:00 GMTWeb forms ask about building access for every address, and the Estimate Accuracy report can preview what today's estimator would have said.

• New: Ask about access on web forms. Embed forms ask about building type, elevator and stairs, and the full-quote form asks for every address on the route.
• New: Preview today's estimate on past moves. 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.
• New: Searchable QuickBooks account picker. Search QuickBooks accounts by name and type when mapping your chart of accounts. Mapped cards collapse into a summary.
• Improved: The app starts faster. The installed app loads less code at start, and notification sounds work offline.
• Fixed: Fewer full-page errors. When a record is missing, the page shows what it can instead of switching to an error screen.
• Fixed: Forms limited to your websites accept submissions. Embed forms limited to your own websites accept submissions again.
• Fixed: Assign crews to labor-only jobs. Adding or removing crew on a labor-only job works without an error.

]]>https://moveplnr.com/changelog/v2-322-0/https://moveplnr.com/changelog/v2-322-0/Mon, 27 Jul 2026 00:00:00 GMTAn opportunity without an estimate breakdown opens normally instead of showing an error page.

• Fixed: 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.

]]>https://moveplnr.com/changelog/v2-321-0/https://moveplnr.com/changelog/v2-321-0/Sun, 26 Jul 2026 00:00:00 GMTHandle damage claims and complaints in one place, split overdue balances into payment plans, and give your yard custom truck checklists.

• New: Claims and complaints. 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.
• New: Payment plans for overdue balances. 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.
• New: Payroll deductions from claim strikes. 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.
• Improved: Estimates explain their numbers. 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.
• New: Full-quote form saves progress. 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.
• New: Custom truck checklists. 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.
• New: 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.
• New: Copy a payment link. Copy a payment link to share it any way you like, instead of only sending it by email or text.
• New: See when team members were added. Team Members shows the date each person was added.
• New: Storage placeholder for templates. Contracts, estimates, waivers and invoices can show storage details automatically, with fallback text when no storage is booked.
• Improved: 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.
• Fixed: Purchase orders show prices and receiving. Purchase orders show prices and receiving progress, and the file chooser has a clear upload button.
• Fixed: Self-estimates keep move details. Self-estimates save the customer's access details and drop-off, and add them to office notes.
• Fixed: Leads from lead providers reach the CRM. Leads from lead-provider emails reach the CRM even when reading the email fails at first.
• Fixed: 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.
• Fixed: Payment methods match the location. The payment screen lists only the payment methods for the selected location.

]]>https://moveplnr.com/changelog/v2-320-0/https://moveplnr.com/changelog/v2-320-0/Sat, 25 Jul 2026 00:00:00 GMTSave truck stock targets as presets and assign them by group, truck or tag. Closed opportunities keep their step history.

• New: Stock presets for trucks. 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.
• Improved: 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.
• Improved: 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.
• Improved: 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.

]]>https://moveplnr.com/changelog/v2-319-0/https://moveplnr.com/changelog/v2-319-0/Fri, 24 Jul 2026 00:00:00 GMTLead pages show the follow-up sequence as step cards, and email leads get another try when sorting them fails.

• New: Step cards on lead pages. 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.
• Improved: 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.
• Improved: 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.
• Fixed: 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.
• Fixed: 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.

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