Sales Performance gets date ranges and rep details
The Sales Performance report adds date range pickers, clickable days and a detail sheet for each rep. Today's Operations now tracks each truck's day as it happens, and Dispatch flags double-booked and off-duty movers.
v1.366.0
New1
- NewReports
Sales Performance date ranges and rep details#
The Sales Performance report now has date range pickers, clickable day circles that open that day's bookings, and a detail sheet for each sales rep. The opportunities count is also corrected.
Improved2
- ImprovedDispatch
Today's Operations tracks each truck's day#
Today's Operations adds an actuals lane that follows each truck's travel, on-site work and time between jobs as it happens. Advancing a move to its next stage now asks you to confirm, and the truck chat stays in step with the dashboard.
Enter just a city for the drop-off. You can now enter only a city for the drop-off address when the customer doesn't know the full address yet. Sales
Fixed4
Dispatch flags double-booked movers. Movers assigned to more than one truck now show a Double Booked badge, and movers on time off show an Out of Office badge, in every assignment view. Dispatch
Arrival times in each location's time zone. Booking arrival times now show in each location's own time zone. Dispatch
Closing a move sends its invoice. With Send Invoice turned on, closing a move now emails the invoice to the customer. Finance
Email replies and claims behave as expected. Replies to customers no longer copy your own address, claiming an email leaves everyone's read status alone, and you can mark an email as not needing a reply. Inbox