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Storage on estimates, invoices and Payments

Storage shows on estimates, invoices and customer emails, and storage payments join the main Payments page. The New Business pipeline also marks accepted estimates.

v2.186.0

New1

  • Accepted estimates show in New Business. The New Business view of the pipeline marks opportunities whose estimate the customer has accepted. Sales

Improved4

  • ImprovedSales

    Storage shows on estimates and invoices#

    Storage details appear on estimates, invoices, customer emails and the opportunity summary, and each storage booking keeps its own billing schedule.

  • ImprovedFinance

    Storage payments sit in Payments#

    Storage payments show on the main Payments page with your other payments, so there's one place to check what needs attention.

  • Dispatch can open review reports. Dispatchers can open the Review Collection and Reviews by Operator reports. Reports

  • Notification settings match the app's alerts. The notification settings list matches the alerts the app sends, including dispatch alerts. Everywhere

Fixed2

  • Start of Day and move chat steps update. Start of Day on the Dispatch Dashboard refreshes the board, and step cards in move chat move past Pending once they are done. Dispatch

  • Open tab shows only unfinished daily reports. The Open tab on Daily Reports lists only reports that haven't been submitted. Reports