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Move stages with steps for every job

Set the stages each job moves through and the steps crews complete at each one. Refunds also show clearly on the job close invoice.

v2.165.0

New1

NewDispatch

Set the stages every job moves through

Define the stages a job moves through and attach steps to each one, such as a photo upload, a customer call or a waiver for the customer to sign. Crews complete each step from the move chat as the job advances, and signed waivers are saved as PDFs.

Improved4

  • ImprovedSales

    Choose what happens when an estimate is accepted#

    A new setting decides what happens when a customer accepts an estimate that has no contract: book the move right away, or keep it as an opportunity for your team to follow up.

  • ImprovedFinance

    Refunds show on the job close invoice#

    Refund credits appear as their own line on the job close invoice and count toward the balance due. Refunds stay in place when you close the job, and card payments at close always produce the invoice PDF.

  • Customer payments use your company's currency. Card payments from your customers are charged in your company's currency, whatever currency your MovePlnr plan is billed in. Finance

  • Security improvements. We tightened security across the app. Everywhere

Fixed1

  • Hourly moves show an hourly rate. The rate breakdown panel shows hourly moves as hourly instead of flat rate. Sales