Assign leads and keep custom follow-up times

New3

• NewSales

  Assign unclaimed leads to a rep#

  Admins, marketing managers and dispatchers can assign an unclaimed lead to a specific sales or dispatch team member from the lead's actions menu.

• Show the promo discount in booking emails. A new placeholder adds the promo code discount to booking emails, so customers see their savings. Sales

• Pallets and Heavy Lift traits. Team member profiles have two new traits: Pallets and 300+ Heavy Lift. Admin

Improved2

• Clearer Inbox badge counts. The Inbox badge explains what it counts, and rows that need a reply are marked. Inbox

• Dialogs work better with screen readers. Every dialog and side panel has a title and description that screen readers announce. Everywhere

Fixed11

• FixedSales

  Custom follow-up times stay as you set them#

  A follow-up you schedule by hand is no longer replaced by a short automatic timer when emails arrive or other activity happens, and clicking a follow-up no longer changes its date.

• FixedDispatch

  Multi-truck jobs show every truck's crew#

  Job Assignments shows the crew on every truck of a multi-truck move, with the trucks stacked so the card fits the screen. Operator Overview adds a day detail panel listing the moves behind each day's hours.

• Partner promo codes save and apply. Partner and promo code choices save on the move, their discount applies to the estimate, and sales reps can edit partner details inline. Sales

• One lead per email, even across mailboxes. A lead email that reaches several of your team's mailboxes creates one customer and one move. Searching New Business with no matches now says so clearly. Sales

• Fewer duplicate customers. Website form leads match an existing customer by email before a new one is created, and a new customer cannot reuse a phone number already on file. Sales

• Cancelled moves update Google Calendar. Cancelling a move updates its Google Calendar event, so cancelled jobs no longer look active there. Dispatch

• Accepted hours carry into the estimate. Hours from a deep estimate carry into the saved estimate, and distance and time calculations finish instead of spinning. Sales

• Card payment fees add up correctly. Adding a credit card payment calculates the amount and card fee correctly, so the payment matches the invoice. Finance

• Street view and inventory photos load. Saving a customer's address fetches its street view image, and inventory photo uploads work on a move that has no photos yet. Sales

• Email sync handles incomplete messages. Email sync keeps going when Gmail returns a message with missing details. Inbox

• Retry failed Google Ads conversion uploads. Google Ads conversion uploads work again, failed uploads can be retried or excluded from the log, and the Google Ads report appears only when the add-on is on. Marketing