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Two-step sign-in and estimate decline reasons

Office sign-in asks for a verification code, and sales can record why a customer declined an estimate.

v2.176.0

New1

  • NewSales

    Record why customers decline estimates#

    When an estimate is declined, record the reason and choose a follow-up, so your sales team can see which objections come up most.

Improved2

  • ImprovedDispatch

    Move chat tells admins and dispatch apart#

    Move chat labels admins separately from dispatchers, adds the right people to each chat automatically and notifies them of new activity.

  • Security improvements. Office sign-in asks for a one-time verification code. You can trust a device so it asks less often, and admins can reset a team member's sign-in. Everywhere

Fixed2

  • Booked moves open their move page from reports. Clicking an accepted or booked move in the Estimates Report opens its move page instead of the opportunity editor. Reports

  • Storage facility selection is clear. Storage setup shows which facility is selected, and deleted units disappear from the edit window right away. Sales