Daily Sales Reports and personal quick replies
Daily Sales Reports collect each day's sales numbers in one place, and reps can save their own quick reply templates with custom placeholders. Crews get Finish Loading and Close Move steps in the truck chat.
v2.1.0
New5
- NewReports
Daily Sales Reports#
A new Daily Sales Report collects each day's sales numbers for your team. It replaces the older emails for closed opportunities, closed moves and reschedules.
- NewInbox
Personal quick replies with placeholders#
Save your own quick reply templates on your Profile, alongside the company ones, and fill them with custom placeholders.
- NewCrew app
Finish Loading and Close Move in the truck chat#
Crews mark a truck loaded with a photo that goes to the truck chat, the lead mover gets a Close Move button when the job ends, and the next move starts on its own.
Recently Rescheduled widget. The Dispatch dashboard now lists moves that were recently rescheduled. Dispatch
Recently Cancelled widget. The Sales dashboard now lists moves that were recently cancelled. Sales
Improved2
Movers on one truck show Same Team. Movers on the same truck now show as Same Team instead of Booked. Dispatch
Client names in the email window. The email window shows each client's name next to their email address. Inbox
Fixed4
Dispatch dashboard updates live. Changes now appear on the Dispatch dashboard as they happen. Dispatch
Review requests send when a move closes. Closing a move now triggers its review request email. Marketing
Estimate templates fill every field. Price estimate templates no longer show undefined fields, and a reopened lead keeps its pickup address. Sales